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 Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance.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 |
Left Navigation Menu > Reports > CRM tab > Devices |
Description |
A list of devices with organization, 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 |
Left Navigation Menu > Reports > CRM tab > Devices or Left Navigation Menu > 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 |
Left Navigation Menu > 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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Back to reports on product management