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Dell World User Forum UFIL515: Reporting 101 Mark Weathersbee, Senior Trainer Michelle Sanchez, Senior Trainer Dell World User Forum
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Page 1: Reporting 101

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UFIL515: Reporting 101

Mark Weathersbee, Senior TrainerMichelle Sanchez, Senior Trainer

Dell WorldUser Forum

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Agenda

• Overview

• Wizard

• Schedule

• Notifications

• Additional Resources

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Reporting Overview

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Reporting Overview

• What can be reported?

• Database? What Database?

• How do you access?

• Can they be scheduled?

• What else can the Report Module do for me?

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Reporting Overview

• Create New Reports

• Edit Existing Reports

• Run a report Now

• View By Report Category

• Search List

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Choose an Existing Report

• There are over 160 reports built-in to 6.0 – one of them may do exactly what you want.

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Reports…

• Choose action…

– Wizard

OR

– SQL Input

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Reporting Options

“Guided Tour”

Useful GUI

Handles syntax for you

Report

Wizard

“Expert Mode” (except R&D)

Open-ended

Deep end of the pool

SQL Repor

t

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Reporting Wizard

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Reporting Wizard Overview

• Name & Category

• Description

• Topic

• Selecting Fields, Sorting/Breaking/Grouping, and Filtering

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Demo: Wizard Reports

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Edit Existing vs. New Report

• There isn’t a report that does what you want

• You wish to change the boundaries on a report

– For example “C Drives less than 2G free”

– Wish to change it to “C drives less than 5G free”

• Duplicate – try to keep the original reports!

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Demo: Duplicate and Edit Existing Report

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Report Schedule

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How and what can I schedule ?

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Scheduling

• Warranty report auto-email to Purchasing Department, monthly

• Helpdesk tickets closed in the past week/month

• Unapproved software notification

• Patch Failures

• Software Install Failures

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Demo: Schedule Report

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Notifications

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How do they work?

• Notify on specific hardware or software changes in your environment

• Notify on specific changes to Assets

• Similar to Smart Labels you have a list of options to select from. – Just like with Smart labels this generates a SQL query that runs against the machine during

inventory

• Email alerts can be set to deliver every 15 minutes, as well as daily, weekly and monthly

– Set the schedule to run as often as necessary to keep up with your reporting needs (Note: only set to run as often as necessary.)

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What Can you monitor using Email Alerts?

• Email Alerts can be used to notify you of a wide range of computer and network changes– Low HD space– computers not inventoried for X Days – machines missing anti-virus software – Machines with P2P or torrent software– Machines not on latest OS Service Pack– Report of Machines with specific, expensive, software– Can use custom inventory rules to look for specific information then

search for the newly created software title– And many more…

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Demo: Notifications

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Additional Resources

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Resources

• http://www.kace.com/support/kb – Open “Knowledge Base”– Search on “Report”

• http://www.ITNinja.com – Message boards

• http://www.kace.com/kke – Look for Reporting Category

• How to connect to the K1000 Appliance database using MySQL Query Browser– http://www.kace.com/support/resources/kb/solutiondetail?sol=SOL114938

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Demo: External Tools

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Thank you.

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KACE Support Portal Migrating to Dell Software Support Portal• Starting in November, all KACE

Support Portal material will be migrated to the Dell Software Support Portal

• All service requests will be submitted online or by phone

• Same great content– Knowledge base articles– Video tutorials– Product documentation– JumpStart training

• Check out the Support Portal Getting Started videos