Generating a report in Autotask

A service report is provided in Autotask as configuration items of a special Kaspersky report type. A license report is represented as configuration items of the Kaspersky license report type.These items are also linked to accounts according to the mapping to companies or virtual servers.

To generate a report for a managed company in Autotask:

1. Point to the Autotask logo (), point to Reports, and then click LiveReports Designer.
2. Point to the Create a New Report () button, and then click Express Report.
3. On the Name tab that opens, enter the report name and select the folder that you want to save the report to.
4. Select the Categories tab, expand CRM - Configuration Item, click *Configuration Item, and then click the Add () button.
5. Select the Filters tab, and then add the following filters by selecting each filter name in the list and clicking the Add () button:
   • Account—In the drop-down list to the right of Equal To, select the managed company for which you want to view the report.
   • Configuration Item Type—In the drop-down list to the right of Equal To, select Kaspersky report for a service report or Kaspersky license report for a license report.
6. Click the Layout tab, and then add the required user-defined fields. Their names start with UDF Kaspersky.
7. If you want the report to display additional information, add other filters. For more details, refer to the Autotask documentation at https://ww2.autotask.net/Help/Content/Reporting/LiveReports/AddLiveReport/CreateLiveReport.htm.
8. Click the Save & Close () button to save the report.
9. In the reports tree on the left, right-click the created report, and then select Run report.
10. Export the report to print it or send the report by email to your client.

    You can export the report to a Microsoft Excel spreadsheet, a PDF file, an RTF file, or a CSV file.