Integrated Executive Summary Report

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.

After Unified Login is set up, you should manually map organizations in myITprocess:

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. Scroll the table horizontally to review all available modules.

4. Click Save to apply the changes

You can create Executive Summary Reports in different ways. You can Add Executive Summary Reports to your Meeting, and you can Add Executive Summary Reports to your QBR Report Builder.

Adding Executive Summary Reports to your QBR

1. To Add Executive Summary Report to your QBR, navigate to QBR Report Builder > Create.

2. On the left panel click Add > Executive Report and select the Module from the dropdown

3. Data for the selected module will be automatically added to the QBR. You can combine the executive reports of any kind with other reports like Alignment, Progress, Budget Reports, Hardware Warranty, and Strategic Roadmap Overview.

4. You can also change the name of this report to make it more appealing for your client and change the order of the reports however you like.

Adding Executive Summary Reports to the meeting

1. Navigate to your IT Strategic Roadmap in myITprocess and select the desired client.

2. Click Add Meeting, then Complete all necessary fields in Step 1, then proceed to step 2 where you'll find the +Add Reports button.

3. Depending on your Kaseya products, reporting modules such as Autotask, Datto-RMM, Network Detective Pro, and others will be available.

   NOTE  Changes made in the Module dropdown menu require clicking the Add button to save data for the respective module.

4. Select desired metrics (checkboxes on the left) to present to your client, then click Add.

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

Presenting Reports

1. 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.

2. Both Agenda and Summary PDFs will display comprehensive reporting information.

This section describes the data from all the modules currently supported in the Executive Summary reports. It will be updated with every new release.

Service Delivery

Autotask

Executive Summary report from Autotask allows you to showcase high level of service delivery you are providing to your client:

• 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

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.

BMS

• Completed Tickets Count By week

• Completed Tickets Hours Worked By Week

• SLA First Response Met

• SLA First Response Time (Hours)

• SLA Resolution Time

• Completed Tickets by Priority

• Completed Tickets by Ticket Type

Datto RMM

DattoRMM Executive Summary Report gives visibility into the service delivery level by providing a score based of:

• 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.

Executive Summary Reports include huge amount of data from the variety of backup tools to ensure your clients that their data is safe.

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 visibility 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.

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.

Datto Workplace Report

• End User Workstation: 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: Alerts users to devices requiring updates, ensuring system security and performance.

• Device Connection Status: 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: 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

Spanning for Salesforce

• Subscription

  • Licenses purchased

  • Users

Spanning for Microsoft 365

This report includes information on the backup status of the data stored in Microsoft 365 on:

• Users

• SharePoint

• Microsoft Teams

• Storage

Datto Antivirus

• Agents

• Activity

• Agents Timeline

• Alerts Timeline

Datto Endpoint Detection and Response

With Endpoint Detection and response Executive Reports metrics, you can showcase a high level of data protection during your QBR.

• Agents Status Report

• Ransomware Alerts and Behavioral Alerts Report

Graphus

We ensure your Phishing Protection status will be a part of your QBR bringing in the following metrics with a seamless integration:

• Quarantined attacks

• Protected inboxes

• Processed emails

Network Detective Pro

Network Detective Pro Executive summary gives an overview of the network security issues that were identified within the last 30 days:

• 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.