Reports on products that are associated with customer organizations as devices
SECURITY Refer to Required Permission for each report
NAVIGATION Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.
Standard reports
Devices detail
| Required Permission | Security level with access to Reports > CRM category |
|---|---|
| Path |
 > Reports > CRM tab > Devices Your Autotask instance may be configured to use one of the following terms instead:
Asset, Configuration Item, Installed Asset, Installed Product. |
| Description | A list of devices with organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site., installation and warranty information, with multiple filtering and display options. |
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Contract and device warranty expiration
| Required Permission | Security level with access to CRM category Security respects user access to Organization data (All, Mine, or None) |
|---|---|
| Path |
> Reports > CRM tab > Devices or > Reports > Contracts & Billing tab > Contracts |
| Description | Contract and product warranties that are expired or expiring in the selected date range. This report can be used as a renewal reminder. |
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LiveReports
Installed products
| Required Permission | Administrator or Manager security level. May be published to other security levels. |
|---|---|
| Path |
> Reports > CRM tab > LiveReports |
| Description | Devices by organization with an installation date in the selected date range. Includes vendor and subscription information. |
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