Integrated Executive Summary Reporting

Streamline your QBR Process with Integrated Executive Summary Reporting in myITprocess.

Getting Started

Ensure seamless integration by linking myITprocess under the Module URLs tab in your KaseyaOne account. All users should have linked accounts to myITprocess for optimal functionality.

In myITprocess, activate Login via Kaseya One by navigating to Account > Account Settings > KaseyaOne tab.

Account_Settings.png

 

For viewing executive summary reports from other modules in myITprocess, log in via KaseyaOne.

After KaseyaOne SSO is set up, you should manually map organizations in myITprocess. For that you need to do the following.

  1. Select Setup Organization from the left sidebar in Account Settings.
  2. Click on a row and select the corresponding organization from the dropdown menu.
  3. Match Organization for all modules you’d like to include in the report.

Setup_Organizations.png

Adding Reports

  1. Navigate to your strategic roadmap in myITprocess and select the desired client.
  2. Click Add Meeting.
  3. Complete all necessary fields in Step 1, then proceed to step 2 where you'll find the +Add Reports button.  

Add_Meeting.png

Depending on your Kaseya products, reporting modules such as Autotask, DattoRMM Network Detective Pro, and other will be available.

Note: Changes made in the Module dropdown menu require clicking the Add button to save data for the respective module. Select the desired metrics (checkboxes on the left) to present to your client, then click Add.

For editing reports post-addition, hover over the item and click the pencil/edit icon.

Presenting Reports

Access the strategy menu (hamburger icon) and select the upcoming meeting. Preview reports using the Preview button to ensure alignment with client expectations and capture feedback effectively.

Both Agenda and Summary PDFs will display comprehensive reporting information.

Details about data

Service Delivery

Autotask: 

  • Completed tickets count by Week
  • Completed ticket hours worked by Week.
    This metric aggregates both billable and non-billable hours worked on any given day a ticket is closed.
  • SLA first response met per day
    This metric is calculated for completed tickets on any given day where a ticket has a SLA first response configured. A ‘pass’ or ‘fail’ SLA first response met is calculated by comparing the SLA first resolution due date/time vs. when the ticket status change date/time that marks this SLA as met. Any completed tickets where no SLA first response has been configured will be excluded from this metric.
  • Completed tickets count by ticket type
  • Completed tickets by priority
  • Average SLA first response elapsed hours
  • Average SLA resolution elapsed hours

Completed_Ticket_Count.png

If a ticket is completed, re-opened, and closed again on the same day, then this ticket-closing event is only counted once. However, if the ticket is re-opened and completed on a different day, it’ll be re-aggregated in that day’s count.

DattoRMM:

  • Asset Management: Potential upgrades your clients may need
  • Monitoring: Behind-the-scenes work demonstrating value to your clients by fixing problems before they become larger issues
  • Patching: Devices that are kept up-to-date
  • Antivirus: Keeping Antivirus up to date and monitoring and alerting users of any issues
    Datto_RMM.png

Network Detective Pro:

  • Network: Evaluate the overall health and efficiency of your network infrastructure.
  • Hardware: Gain visibility into the performance and status of your hardware components.
  • Software: Assess the state of your software applications and identify areas for improvement.
  • Security: Monitor and address potential vulnerabilities in your security protocols.
  • Password: Ensure the strength and integrity of your password policies.
  • SQL: Evaluate the health and performance of your SQL databases.
  • MS Cloud: Assess your presence and activities in the Microsoft Cloud environment.
  • MS Teams: Gain insights into the utilization and security of Microsoft Teams.
  • MS Exchange: Evaluate the health and security of your Microsoft Exchange environment.
  • Data Breach Sources: Identify potential sources of data breaches, enabling proactive measures to safeguard your sensitive information.
    Network_Detective_Pro.png

Backup Status Reports

Datto BCDR Report:

  • S3 Devices Needing Updating: Stay up-to-date on devices requiring updates, ensuring optimal performance and security.
  • Datto Continuity Backup Status: Get visability into your backup status, ensuring the continuous protection of your critical data.
  • Datto Continuity Devices Local Storage Consumption: Understand how local storage is utilized across devices, allowing for efficient resource management
    BCDR.png

Backup Health Metrics for Specific Products:

  • Datto Backup for Microsoft Azure: Gain insights into the health of your Microsoft Azure backups, ensuring the integrity and availability of your cloud-based data.
  • Datto Endpoint Backup for PCs: Track the backup health of your PC endpoints, ensuring crucial data is securely backed up for quick recovery.
  • Datto Endpoint Backup for Servers: Monitor the backup status of your servers, ensuring continuous data protection and minimizing downtime.
    Add_Reports.png

Datto Workplace Report:

  • End User Workstation: Users can now access counts of used desktop licenses and servers, providing valuable metrics for licensing management.

  • Storage Usage: With total used gigabytes displayed prominently, users can effortlessly track their storage consumption. For metered plans, available and used gigabytes are also conveniently provided.

  • Device Version Status: This feature alerts users to devices requiring updates, ensuring system security and performance.

  • Device Connection Status: Users can now access information on device connectivity, enabling proactive troubleshooting and maintenance.

  • Alert Status: Critical Alerts and Total Alerts created daily are presented on a timeline, empowering users to address issues promptly.

  • PII Summary: This feature furnishes statistics on Personally Identifiable Information (PII) file types stored across the organization, facilitating compliance and data security efforts.

Datto File Protection Report:

  • Usage summary
  • Servers
  • Storage Usage
  • Backup Success Summary
  • Device Version Status
  • Alert Status

Spanning for Google Workspace:

  • Users
  • Storage
    BackupStatus Report.png

Spanning for Microsoft 365:

  • Users
  • SharePoint
  • Microsoft teams
  • Storage
    Spanning_For_MS365.png

Spanning for Salesforce

  • Subscription
  • licenses purchased
  • users

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