Report Center 101

Making smart business decisions and reaching your business goals faster requires a detailed look at what goes on in your business.

So how do you get your hands on the vital data you need? With updates to the reporting capabilities in ConnectWise Automate® you’ll have access to the insight you need.

A closer look

At this year’s IT Nation, we got the chance to take attendees on a deep dive, exploring everything the new Report Center has to offer, including a comprehensive dashboard that gives you a bird’s-eye view of your report schedule and activity, let’s you access your favorite reports for quick scheduling, and more.

Templates and reports

Right out of the box, you’ll have access to multiple reports that demonstrate the health of managed systems, the compliance of Windows patch updates, backup history, remote access monitoring, and more.

Take advantage of a more intuitive report designer that helps you create custom reports with ease.  Additional reports are being created to offer you even more ways to add value to your services!

On-demand reports

Scheduling reports is a cinch with the Scheduling Wizard. Map out your calendar of scheduled reports for easier tracking and management of your client reports, then save that schedule and repeat it for other clients.

Just a few clicks get you right to the reports you need. View and print your reports right from the Report Center. Export to HTML, CVS, Excel, or PDF, and save your reports locally. Combine master reports and filters to save your favorite reports, revisit them on demand, and run those reports faster.

Make it yours

One step better? These reports can be specifically branded with your logo to deliver a polished, professional look and help establish a stronger bond with your clients. Create and customize email templates to provide that much appreciated personal touch to your client correspondence. You can save your favorites for reuse over and over again.

In short, the new Report Center is primed to deliver everything you need to help fuel your business growth.