ConnectWise Automate- Change Format of Executive Summary Report  

 

Executive Summary Report 

If you’re using ConnectWise Automate RMM and you want to change the format of the Executive Summary report, read further. 

ConnectWise Automate RMM- formerly known as Labtech is one of the most popular brands out there for remote monitoring and management. The tool is said to help eliminate technician inefficiencies, automate IT Services, and much more.  

 

The issue (change format of Executive Summary Report): 

In the Executive Summary Report generated by ConnectWise Automate, as you can see, two statistics (part of the Patch Compliance Report) are displayed on a new page. The entire report can be a 3-pager report but the 2 points (which can be fit into the page above) are taking the space of an entirely new page.

connectwise automate executive summary former format

Requirement- The customer wanted to view all the data on a single page. 

 

Solution: 

If you contact customer support, they’ll probably give you the following solution:
 

  1. On your ConnectWise Automate Dashboard 
  2. Open your Solution Center and update your Report Center. 
  3. Once that is complete, open your Report Center> Report List 
  4. Select “SubAssetAnalysis” SubReport 
  5. In the pulldown Edit Report bellow, select “Delete Report” 
  6. Click “New Report from Template” > Locate the Executive Summary to generate a new report from Template. 
  7. In the Publish Report to Database popup box, select Replace Existing Report 
  8. Select your Executive Summary report in the Report Name pulldown. 
  9. Click on Publish. 

Once all these steps are completed, exit and re-open your Report List and re-generate your report. It should appear correct. 

 

Our Solution: 

Our team tried implementing that but it didn’t work for us. But it may work for the problem you are facing. If that doesn’t work, like it didn’t for us, you can try our tried and tested method. 

What worked for us was shuffling and setting the SubReport hierarchies 

We shuffled it to the following format: 

  1. Server Drive Utilization 
  2. Workstations Drive Utilization  
  3. Patch Compliance 
  4. Asset Analysis 

As you can see below, you’ll find a reshuffled, re-ordered hierarchy and every data will be present on a single page. 

connectwise automate format of executive summary report single page

 

 

Both these solutions are totally subjective. This solution may work for you or maybe the solution provided earlier might work. 

But if you still don’t find the solution, you can contact us and we’ll be happy to help.  

 

Upcoming: 

If you need help with more such IT Solutions, feel free to reach out to us. We’ll be happy to resolve your queries. 

 

 

Hardik Pandya
Hardik Pandya

Hardik has IT experience of 23+ years. HP, as we call him, is a Tech Lead at Infrassist and he's been with us for the last 4 years. He has worked and leads his team on diverse migration and automation projects. HP is our ConnectWise and Microsoft Expert. His motto is resolving client issues quickly and with as little friction as possible. He is skilled, experienced and an all-rounder indeed.

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