Report scheduler

SECURITY  Refer to REPORTS in Security Level Details - Permissions

NAVIGATION  Reports > New Report

NAVIGATION  Site lists > select one or more sites > Schedule reports

NAVIGATION  Device lists > select one or more devices > Schedule reports

NAVIGATION  Device Summary > Actions > Schedule reports

NAVIGATION  Device Audit > Actions > Schedule reports

About the report scheduler

Datto RMM's reporting engine has been designed to help you create accurate, flexible, and elegant reports that you can provide to your end users or use internally. Exports are also available for use in third-party applications for deeper analysis.

Reports and exports can be created in the report scheduler on the Reports > New Report page.

Design and format

The report scheduler is flexible and allows you to configure various report options in both reports and exports.

Every report is delivered in PDF format via email and follows a specific design guideline on the cover page:

  • Report Name
  • Description
  • Create Date (dd/Month/yyyy) - Time and time zone information is added after the date, for example, 14 JUN 2018 09:00 (EST).
  • Sites
  • Filters
  • Device Name
  • Groups
  • Devices - Shows the total number of devices listed in the report.

NOTE  A maximum number of 25 sites / filters / device names / groups are listed on the cover page. If more than 25 have been selected of any of these items in the report targets, it will be indicated in brackets at the end of the respective list, for example, (5 more sites) / (10 more filters).

Exports are delivered in CSV format via email so that you can use them according to your business needs, e.g. in third-party applications.

NOTE  Export CSV files are encoded in UTF-8 with a byte-order mark.

NOTE  Microsoft Excel is unable to properly display UTF-8 compliant CSV files when they contain non-English characters.

Time zone

Reports and exports respect the time zone configured on the Setup > My Info tab. Refer to Time Zone.

How to...

  1. Go to Reports > New Report.

NOTE  Alternatively, you can access the same page from any of the paths listed above, and the selected sites or devices will be added as report targets. For more information, refer to Report Targets.

  1. Configure the following sections:
    • General
    • Select Report
    • Report Targets
    • Email Recipients

See below for further details on each section.

Field Description
Name Enter a name for the report schedule. By default, the following name is populated: Scheduled Report for [Username]

NOTE  You can identify your active and completed reports by this name. Refer to Active and completed reports.
Schedule
 By default, the report is executed immediately. To schedule the report for later or for recurring instances, click Click to change...
Select one of the following options:
Immediately - The report will run as soon as it is saved.
At selected date and time - The report will run once at the selected date and time.
Weekly - The report will run every week on all selected days at the time indicated in the Start field.
Monthly - The report will run in the selected months on the selected days, at the time indicated in the Start field.
Monthly day of week - The report will run in the selected months on the specified occurrence of the selected days of the week, at the time indicated in the Start field.
Yearly - The report will run on the selected day (1 - 365) each year, at the time indicated in the Start field.
Click OK to save your selection.
Aggregate Report When multiple sites are included in the targets, you can use this option to create a single report. All targeted sites and devices will be included.
Individual Reports Choose this option to create an individual report for each targeted site.
Language Select English or German as the language of your report.
Enabled The report schedule is enabled by default. Clear the check box to disable the report schedule without deleting it.

Various report categories and a number of reports and exports are available. Depending on the report or export, you can specify which data you want to include, such as date range, columns, filters, or thresholds.

  1. Expand any of the following categories: 
    • Executive
    • Audit
    • Monitoring
    • Patch Management
    • Activity
    • Export
  1. Select any of the reports or exports in any of the categories.
  2. Configure the Report Options.
    See below for further information on each report and export.
Report Name Description Report Options
Executive Summary
 This report shows the health of the delivered managed services.

NOTE  Patch management data is only available for Windows devices.

NOTE  Software compliance data is only available for Windows and macOS devices.

 Specify a minimum amount of free space (% or GB) on the system drive and a minimum amount of RAM (GB) a device must have to pass these health checks.

NOTE  If a system drive cannot be identified on a device (including Windows devices that have not yet been audited and non-Windows devices), the free space calculation is based on all fixed drives, and device health is reported based on any of the drives failing the threshold.

Select any of the following sections to be included in the report:
• Summary - Explains the various elements of the report, how they are measured, and their impact on the final score.
• Asset Management - Displays a list of all Device Types. The Device Health Check table includes four checks. The first two checks (free space calculation and installed memory check) exclude Datto Continuity devices, Datto Networking devices, mobile devices, ESXi devices, and network devices. The third check includes devices whose operating system is supported by Microsoft. The fourth check (warranty status) only includes Windows devices that report a warranty date. To exclude the warranty status check from the report, clear the Device Health - Warranty check box from within the Asset Management section.

NOTE  For information about which operating systems are no longer supported by Microsoft, refer to Microsoft support status.

• Monitoring - Displays the following categories: Total Alerts by Priority, Total Alerts by Device Type, Top 5 Servers by Alerts, Top 5 Other Devices by Alerts.
• Patch Management - Displays Server Patch Status and Workstation Patch Status.
• Software Management - Displays Server Software Status and Workstation Software Status.
• Antivirus - Displays Server Antivirus Status and Workstation Antivirus Status.
• Proactive Maintenance - Displays a list of all jobs (both active and completed) that have been scheduled to run on the targeted devices.
Device Health Summary
 This report shows the health of the selected managed devices.
It displays the total number of devices that passed or failed all health checks. Problem areas include whether the device is fully patched, is software compliant, has up-to-date antivirus, if it's been online within the last 30 days, or if it has open alerts. The health checks vary depending on the device type:
• Server
• Workstation
• Network Device
• ESXi Host
• Printer
• Mobile

The following icons are displayed in the report:
- The device has passed the health check.
● - The device has failed the health check.
Blank field - A blank field is displayed if no data is available.

NOTE  The Fully Patched field is left blank for all non-Windows devices or if a Windows device is not targeted by a patch policy.
If a device has approved patches, the Fully Patched field displays a red dot ● as the device is not fully patched.

NOTE  Software compliance data is only available for Windows and macOS devices. The Software Compliant field is left blank if the device's Software Status is Unmanaged. Refer to Software Status.

 Specify a minimum amount of free space (% or GB) on the system drive and a minimum amount of RAM (GB) a device must have to pass these health checks.

NOTE  If a system drive cannot be identified on a device (including Windows devices that have not yet been audited and non-Windows devices), the free space calculation is based on all fixed drives, and device health is reported based on any of the drives failing the threshold.
Hardware Lifecycle

 This report can be used to give a clear rundown of inventory nearing the end of its productive lifecycle. The targeted devices are grouped by site and sorted by hardware age (Build Date) first and device name second. Sites are listed in alphabetical order.

NOTE  Build Date is based on the BIOS release date. While this is the best metric available, the data should not be treated as definitive since it is not always available.

The following icons are displayed in the report:
- The device has passed the health check.
- The device has failed the health check.
Blank field - A blank field is displayed if no data is available.

In addition, the following icons are displayed in the OS Support column:
- The device's operating system is supported.
- The device's operating system may not be supported.
- The device's operating system is not supported.

NOTE  For information about which operating systems are no longer supported by Microsoft, refer to Microsoft support status.

 Specify a minimum amount of free space (% or GB) on the system drive and a minimum amount of RAM (GB) a device must have to pass these health checks.

NOTE  If a system drive cannot be identified on a device (including Windows devices that have not yet been audited and non-Windows devices), the free space calculation is based on all fixed drives, and device health is reported based on any of the drives failing the threshold.
Report Name Description Report Options
Device Storage
 This report lists all the disks available on the selected devices, including their available disk space.
It groups by device type within each site. Servers are listed on top. Within each device type group, it sorts by Device Name in alphabetical order, and then by Drive in alphabetical order.		 Select any of the following drive types:
• Unknown
• Indeterminate
• Removable Drive
• Local Disk (selected by default)
• Network Drive
• Optical Media
• RAM Disk
Detailed Computer Audit
 This report shows many of the device details, one page per device.
It sorts by device type within each site. Servers are listed on top. The report includes the following sections, depending on the device type:
• Device Information
• User-Defined Fields
• Display Adapter
• Storage
• Hardware
• Networking
• Device Status		 Select any of User-Defined Fields 1-10.
Network Audit
 This report shows all the Managed and Discovered (Unmanaged) devices grouped by site, in the following order:
• Windows
• macOS
• Linux
• Network
• ESXi
• Printers
• Unknown		 Select any of the following groups of devices:
• Managed Devices
• Discovered Devices
Software
 This report shows all installed software and versions grouped by device matching your criteria.
A software summary is displayed on the top of the report. Devices are grouped by site.		 Click Apply filter and choose from the following options:
• Show all software
• Show only selected software (selected by default). Enter the name of an application, and use the % wildcard character if necessary, e.g. java%, %player. Click the plus icon to add a criterion and click the remove icon to delete a criterion.

When the Show only selected software option is applied, you can click Edit filter in the Report Options to modify your selection.
Report Name Description Report Options
Device Monitor Status
 This report shows the last values and history of individual monitors applied to a group of devices.
The devices and monitors are sorted in alphabetical order within each site.		 Select any of the following monitor statuses:
• All - Click to select all statuses.
• OK
• Alert
• Not Responding
Select any of the following monitor types:
• All - Click to select all monitor types.
• Antivirus Status Monitor
• CPU Monitor
• Component Monitor
• Disk Usage Monitor (Windows Only)
• File/Folder Size Monitor
• Memory Monitor
• Ping Monitor
• Process Monitor
• Ransomware
• Service Monitor (Windows Only)
• SNMP Monitor
• SNMP Throughput Monitor
• Software Monitor (Windows Only)
• Windows Performance Monitor
• WMI Monitor
Open Monitor Alerts
 This report shows the current open alerts by device.
Devices are grouped by site and sorted by total number of alerts.		 N/A
Monitoring Performance
 This report shows the CPU, Memory, and Disk graphs for the selected devices for the past 30 days.

NOTE  Performance graphs are only available for devices with an Agent installed. Therefore, the number of Targeted Devices on the cover page may differ from the actual number of devices listed in the report.

 Select any of the following Performance Options:
• CPU
• Disk
• Memory

NOTE  Patch management data is only available for Windows devices.

Report Name Description Report Options
Patch Management Activity
 This report shows patch activity for selected devices in the selected date range.
Devices are grouped by site and patches are sorted by installed date (ascending).		 Select a date range:
• Last 7 days (selected by default)
• Last 30 days
• Current month
• Between date range. Click the Date field and specify a custom date and time range, then click Apply.
Select any of the following Install Statuses:
• Failed
• Succeeded
Patch Management Details
 This report gives a high-level overview of the installed, pending, and denied patches of a selection of devices.
Patches are sorted by status and grouped by device type within each site. Servers are listed on top.		 Click Apply filter to be able to choose from the following options:
• Show all patches
• Show only selected patches (selected by default). Enter the name of a patch or any text to filter for patches. Click the plus icon to add a criterion and click the remove icon to delete a criterion.
When the Show only selected patches option is applied, you can click Edit filter in the Report Options to modify your selection.
Select any of the following Patch Details Options:
• Approved
• Installed
• Not Approved
Patch Management Summary
 This report shows the patch status by device.
A patch summary pie chart is displayed on the top of the report. Patches are sorted by status and grouped by device type within each site. Servers are listed on top.		 N/A
Report Name Description Report Options
Device Activity
 This report shows the selected activities (takeover, job, connection) performed on a device during the given date range.
Devices are grouped by site and activities are sorted by start date (ascending).
Notes added to a device in the current UI, New UI, or Agent Browser are shown in the report in the Activity column with the heading Note followed by the contents of the note. The time a note was added to a device is also displayed.		 Select a date range:
• Last 7 days (selected by default)
• Last 30 days
• Current month
• Between date range. Click the Date field and specify a custom date and time range, then click Apply.
Select any of the following Activity Filters:
• Patch
• Job
• Remote Takeover - RDP, VNC, Splashtop
• Remote Actions - All other remote actions including event viewer, screenshot, registry editor, network control, PowerShell, shut down, and LAN deployment.
• Remote Shell
• File Transfer
• Device Moved Site
• Security
• Mobile
• Note
Export Name Description Report Options
Admin Activity This export shows a line-by-line list of every activity performed during the given date range. This export filters on user. Selected device targets won’t impact the results of this export but you must define a target to be able to save the export.

IMPORTANT  This export is only available to Administrators.

 Select any or all of the admin names listed in the drop-down.
Select a date range:
• Last 7 days (selected by default)
• Last 30 days
• Current month
• Between date range. Click the Date field and specify a custom date and time range, then click Apply.
Click the Column Chooser icon to customize which columns to include in the export.
Device Change Log This export shows every change in the device change log in the given date range. Select a date range:
• Last 7 days (selected by default)
• Last 30 days
• Current month
• Between date range. Click the Date field and specify a custom date and time range, then click Apply.
Select any of the following Change Types:
• Hardware
• Software
• System
Enter any text to the Changed Audit Field Contains field to filter for information in the change log.
Click the Column Chooser icon to customize which columns to include in the export.
Device Details This export shows all of the device information available. Click the Column Chooser icon to customize which columns to include in the export.
Device Activity This export shows a line-by-line list of every activity (takeover, job, connection) performed on a device during the given date range. Select a date range:
• Last 7 days (selected by default)
• Last 30 days
• Current month
• Between date range. Click the Date field and specify a custom date and time range, then click Apply.
Select any of the following Activity Filters:
• Patch
• Job
• Remote Takeover - RDP, VNC, Splashtop
• Remote Actions - All other remote actions including event viewer, screenshot, registry editor, network control, PowerShell, shut down, and LAN deployment.
• Remote Shell
• File Transfer
• Device Moved Site
• Security
• Mobile
Click the Column Chooser icon to customize which columns to include in the export.
Device Storage This export lists all the disks available on the selected devices, including their available disk space. Click the Column Chooser icon to customize which columns to include in the export.
Microsoft Audit This export shows the information required by Microsoft for licensing purposes. It includes Microsoft operating systems, applications, and device details. Click the Column Chooser icon to customize which columns to include in the export.
Monitor Alerts This export shows all alerts matching the criteria within the specified date range. Select a date range:
• Last 7 days (selected by default)
• Last 30 days
• Current month
• Between date range. Click the Date field and specify a custom date and time range, then click Apply.
Select one of the following Alert Statuses:
• All Alerts (selected by default)
• Open Alerts
• Resolved Alerts
Select one of the following Monitor Types:
• All - Click to select all monitor types.
• Software
• Service
• Process
• Component
• Event Log
• File System
• Performance
• Online/Offline
• SNMP
• Patch
• WMI
• Management
• Network
• Antivirus
Click the Column Chooser icon to customize which columns to include in the export.
Installed Software This export shows installed software per device matching the criteria specified. Click Apply filter to be able to choose from the following options:
• Show all software
• Show only selected software (selected by default). Enter the name of an application, and use the % wildcard character if necessary, e.g. java%, %player. Click the plus icon to add a criterion and click the remove icon to delete a criterion.

When the Show only selected software option is applied, you can click Edit filter in the Report Options to modify your selection.
Click the Column Chooser icon to customize which columns to include in the export.
Patch Details This export shows all patches matching the criteria.

NOTE  Patch management data is only available for Windows devices.

 Select any of the following Patch Statuses:
• Approved
• Installed
• Not Approved
Click the Column Chooser icon to customize which columns to include in the export.
Device Patch Summary This export shows the devices with pending patches on a device level.

NOTE  Patch management data is only available for Windows devices.

 Click the Column Chooser icon to customize which columns to include in the export.
Site Device Count This export shows the total number of devices per site, grouped by device type. Click the Column Chooser icon to customize which columns to include in the export.
  1. Click Add targets.
  2. Select one of the following Target Types and select any number of items within it.
    • Sites
    • Devices
    • Site Groups
    • Default Device Filters - When selected, the sites that you have access to will be listed below the list of filters. You can select any number of Default Device Filters and any number of sites to target the selected filters at. If you have access to all sites in the account, you will see an All Sites option as well.
    • Custom Device Filters
    • Device Groups
    • Site Device Groups
    • Site Device Filters

NOTE  You can only target sites, devices, groups, and filters that you have access to.

The page lets you:

  • Search - As you type, the search results are narrowed to match your search string.
  • Show entries - Select to show 10 / 25 / 50 / 100 entries per page. 10 is selected by default.
  • Select pages - Click a page number or click Previous / Next to jump to the previous / next page of results.
  1. Once you have selected the items, click Add.
    Your selection is now added to the Report Targets section.
  2. To add more items from other target types, repeat the steps. You can add any number of items and target types to the report targets.
  3. To remove a target from the list, click the Delete icon .

Reports and exports are delivered via email. Configure the following email options:

Field Description
Subject This field is automatically filled in based on your report configuration but it can be modified. By default, the following email subject line is populated:
• Scheduled Report: Aggregate Report for [Account Name] - For Aggregate Reports, the names of the reports or exports are not included.
• Scheduled Report: [Report Name] for [Account Name] - For Individual Reports, the name of the report or export is included. If more than one report or export has been selected, only the first of the selected ones will be listed in the subject line.

NOTE  If you'd like to customize this field, we recommend that you do it as the last step before saving the schedule. Making changes to the type and number of reports or exports included in the schedule will automatically override this field.
Body This field is automatically filled in based on your report configuration but it can be modified. It contains information about:
• Account Name and Account ID
• Names of reports or exports - All reports and exports are listed.

NOTE  If you'd like to customize this field, we recommend that you do it as the last step before saving the schedule. Making changes to the type and number of reports or exports included in the schedule will automatically override this field.
Send to Select or configure any of the following options:
• Send to Default Account Recipients - The email will be sent to all Email Recipients configured in Account Settings if they have the Reports option selected. Refer to Account Settings.
• Send to Default Site Recipients - The email will be sent to all Email Recipients configured in Site Settings of the targeted sites if those recipients have the Reports option selected. Refer to Site Settings.
• Additional Recipients - The name and email address of the report creator is automatically added. Enter a name and an email address and click the plus sign to add an additional recipient to the list. To remove a recipient, click the Delete recipient icon .

NOTE  The email field only accepts the following characters:
a-z, A-Z, 0-9, @, and !#$%&'`*+-|/=?^_{}~.
  1. Click Save. The report schedule is now created and you are directed to the Reports > Active Reports page.

If the report or export was scheduled for immediate delivery, it will be generated and emailed to all recipients within a few minutes.

NOTE  The report or export is sent from the email address reports@aem.autotask.net. This can be overridden by an alias sender name configured in the Email Settings section in Account Settings.

NOTE  If the size of the generated report(s) is under 10MB, the report(s) will be attached to the email in PDF format. If the size of the generated report(s) is greater than 10MB, click the Please download the report(s) from here link included in the email to download a .zip file of the report(s). The download link expires after 7 days.

Reports or exports scheduled for a one-time or recurring delivery in the future are listed on the Reports > Active Reports page. Completed reports or exports are listed on the Reports > Completed Reports page. For more information, refer to Active and completed reports.

Active and completed report schedules can be edited or deleted on the Reports > Active Reports or Reports > Completed Reports page, respectively. For more information, refer to Active and completed reports.