ConnectWise Command Executive Reports

This article describes the Executive Report for ConnectWise Command. The Executive Report allows you to view and present the data most important for your client to know. These reports are typically used by MSPs to periodically show clients how they have managed their client’s network. The Executive Report provides a high-level overview of the most important aspects of managing and monitoring a network.

The Executive Report is available in the form of a new template. Use this template as is or modify it to suit your needs. The template consists of a number of gauges, each built to show specific data for a specific area. A report can consist of one or more gauges.

Refer to the following articles to learn more about how you can set up and use reports:

Accessing Executive Report for Existing BrightGauge Partners

If you are an existing BrightGauge user, you can continue to use the same account. The new Executive Report template is located under Reports.

After clicking on Reports, you will see a report called ITSupport247 Executive Report.

 

 

Brief Explanation of the Executive Report

The Executive Report consists of the following sections and gauges. Each section contains one or more gauges. By default, the Executive Report shows data for all of your clients. After you set up and schedule a report for a specific client, the data is automatically filtered for that client.

By default, all gauges are configured to show data for the previous month. For example, if you are looking at the report on June 5th, 2020, the report shows data for the entire month of May 2020. However, this is configurable at the gauge level by filtering the date. You can filter the date range for all gauges except for the score gauges, which are currently calculated only for a month. Note that the score for the previous month is calculated and is available on or after the 5th day of the current month.

The following gauges are included in the report by default. You can remove the gauges that you don't need or modify the gauges to suit your own needs.

Score Section

Overall Score

This is an overall score of the site or sites. The score is currently calculated as it is in the existing Executive Reports. Refer to Executive Reports for details on how the score is calculated. Data is pulled once every day. The score is available on a monthly basis and is calculated for the previous month on or after the 5th day of the current month.

The Overall Score is interpreted as follows:

  • 95 - 100: Excellent
  • 90 - 94: Good
  • 80 - 89: Fair
  • 50 - 79: Poor
  • 0 - 49: Failing

Filter: Last 1 month excluding current month

Drilldown columns:

  • Site Name
  • Month Starting (Date)
  • Workstation Endpoint Protection
  • Workstation Disk
  • Workstation Patch
  • Workstation Temp File
  • Workstation Warranty
  • Server AV
  • Server Availability
  • Server CPU
  • Server Disk
  • Server Memory
  • Server Patch
  • Server Warranty

Server Score

Shows individual scores for Server Endpoint Protection, Server Availability, Server CPU, Server Disk Util, Server Memory, Server Patching, and Desktop Server Warranty for servers.  The Score is currently calculated as it is in the existing Executive Reports. Refer to Executive Reports for details on how the score is calculated. Data is pulled once every day. The score is available on a monthly basis and is calculated for the previous month on or after the 5th day of the current month.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Site
  • Respective Average Score (e.g., when clicked on Endpoint Protection, number shows Endpoint Protection score)
  • Month Starting (Date)

Workstation Score

Shows individual scores for Workstation Endpoint Protection, Workstation Disk Util, Workstation Patching, Workstation Temp File and Workstation Warranty for workstations. The score is currently calculated as it is in the existing Executive Reports. Refer to Executive Reports for details on how the score is calculated. Data is pulled once every day. The score is available on a monthly basis and is calculated for the previous month on or after the 5th day of the current month.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Site
  • Respective Average Score (e.g., when clicked on Endpoint Protection, number shows Endpoint Protection score)
  • Month Starting (Date)

Summary and Performance Details Section

Servers

Shows the total number of unique servers that were active in the given time period. Data is collected every two hours on a daily basis. The most recent data for any given day is considered in the report.

 Filters:

  • Is Active is True
  • Date is set to Last Month excluding current month
  • Type - Servers and MSMA

Drilldown columns:

  • Site Name
  • System Name
  • Friendly Name
  • IP Address
  • OS Product
  • System Model
  • Last Agent Check Date
  • Last Logged on User

Workstations

Shows the total number of unique workstations that were active in the given time period. Data is collected every two hours on a daily basis. The most recent data for any given day would be considered in the report.

Filters:

  • Is Active is True
  • Date is set to Last Month excluding current month
  • Type - Desktops

Drilldown columns:

  • Site Name
  • System Name
  • Friendly Name
  • IP Address
  • OS Product
  • Last Agent Check Date
  • Last Logged on User

Machines Out of Warranty

Shows the total number of active machines that are out of warranty as of today. Data is collected every two hours on a daily basis. The most recent data for any given day would be considered in the report.

Filter: Warranty End Date is Earlier than today

Drilldown columns:

  • Site Name
  • System Name
  • Friendly Name
  • IP Address
  • OS Product
  • Machine Type
  • Warranty End Date
  • Warranty Description
  • Last Agent Check Date
  • Last Logged on User

Machines Warranty Expiring in 90 days

Shows the total number of active machines with a warranty that expires within the next 90 days. Data is collected every two hours on a daily basis. Only active warranties are shown for each day. The most recent data for any given day is considered in the report.

Filter: Warranty End Date is in next 90 days

Drilldown columns:

  • Site Name
  • System Name
  • Friendly Name
  • IP Address
  • OS Product
  • Machine Type
  • Warranty End Date
  • Warranty Description
  • Last Agent Check Date
  • Last Logged on User

Machines with potential performance issues

This gauge shows the number of machines which have shown potential performance issues. If the performance of a specific machine is not within the defined thresholds on any given day for a given time period, then that machine is termed as having performance issues. Percentages for each metric are customizable in the gauge configuration. For example, you can configure this as Servers with Availability < 99% (from the default of 95%) within the gauge settings. Note that these are percentages and not scores. The lower the Utilization percentage, the better the performance.

  • Servers with Availability < 95%
  • Servers with CPU Utilization > 70%
  • Servers with Memory Utilization > 80%
  • Servers with Disk Space Utilization > 70%
  • Workstations with Disk Space Utilization > 80%

For performance metrics (CPU Utilization, Availability, Disk Space Utilization, Memory Utilization), data is collected every 30 minutes. Daily measures for these metrics are calculated as an average for all data collected during the day for each machine. Monthly measures are calculated as an average based on daily data. Data is synchronized once every day into BrightGauge.

Filters:

  • Calendar Date - Last 1 month excluding current month
  • Respective % as per the thresholds described above
  • OS Product - For filtering Server and Desktops

Drilldown columns:

  • Site Name
  • Machine Name
  • Friendly Name
  • OS
  • IP Address
  • Respective % (if it is disk utilization, then disk utilization %)
  • Date

Patches Installed

Shows the total count of patches installed during the given time period. Patching data is collected every two hours on a daily basis. The most recent data for any given day is considered in the report.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Site Name
  • Machine Name
  • Friendly Name
  • OS
  • KB Article
  • Update Title
  • Install Date
  • Machine Type

OS Patch Status

This gauge shows the OS patching status of each machine in the given time period. Each status has a trend line. Patching data is collected every two hours on a daily basis. The most recent status on any given day is considered in the report.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Site Name
  • Machine Name
  • Friendly Name
  • OS
  • Last Assessment Date
  • OS Patch Status
  • Last Agent Checkin Date
  • OS Update Missing Count

OS Patches Installed by Severity

Shows the total number of patches installed per severity category for servers and workstations during the given time period. Data is collected every two hours on a daily basis. The most recent data for any given day is considered in the report.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Site Name
  • Machine Name
  • Friendly Name
  • OS
  • KB Article
  • Severity
  • Update Title
  • Install Date

Machines Missing Critical OS Patches

Shows the total number of machines that are missing critical OS patches for the given time period. By default, this chart only shows data for critical OS patches. However, you can use gauge filters to add data for other severity categories or for all patches without a severity category. Data is collected every two hours and reported on a daily basis. The most recent data for any given day is considered in the report. 

Filter: Last 1 month excluding current month

Drilldown columns:

  • Site Name
  • Machine Name
  • Friendly Name
  • OS
  • KB Article
  • Severity
  • Update Title
  • Report Date

Endpoint Protection Summary

Shows which machines were protected, out of date, or had no information available or no endpoint protection installed. The drilldown provides details on endpoint protection software for any given day during the given time period. Data is collected every two hours and reported on a daily basis. The most recent data for any given day is considered in the report.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Site Name
  • Machine Name
  • OS
  • Endpoint Protection Software Name
  • Definition Version
  • Is Protected
  • Calendar Date
  • Last check Date

Webroot Threats Trending

Shows counts of active treats versus threats neutralized by Webroot during a given time period in the form of a trend line. Data is collected every 30 minutes and reported on a daily basis. The most recent data for any given day is considered in the report.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Site Name
  • Machine Name
  • Friendly Name
  • System Type
  • Active Threats
  • Threats Neutralized

Application Update Status

This gauge shows the Application Update (3rd Party Patching) status of each machine in the given time period. Each status has its own trendline. Data is collected every two hours on a daily basis. The report considers the most recent status of a machine on any given day.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Site Name
  • System Name
  • Friendly Name
  • OS
  • Date
  • Application Updates Missing Count
  • Last Agent Check

Help Desk Section

Tickets Opened

Shows the total number of tickets opened in the given time period. Data is collected at the end of each day and reported on daily basis in BrightGauge.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Client Name
  • Service Request ID
  • Category
  • Service Request Created
  • Service Request Resolved
  • First Response Time
  • Time to Resolution
  • Created by

Tickets Closed

Shows the total number of tickets closed in the given time period. Data is collected at the end of each day and reported on daily basis in BrightGauge.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Client Name
  • Service Request ID
  • Category
  • Service Request Created
  • Service Request Resolved
  • First Response Time
  • Time to Resolution
  • Created by

Tickets Escalated

Shows the total number of tickets escalated in the given time period. Data is collected at the end of each day and reported on a daily basis in BrightGauge.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Client Name
  • Service Request ID
  • Category
  • Service Request Created
  • Service Request Resolved
  • First Response Time
  • Time to Resolution
  • Created by

Average Resolution Time

Shows the average ticket resolution time in minutes. Data is collected at the end of each day and reported on a daily basis in BrightGauge.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Client Name
  • Service Request ID
  • Category
  • Service Request Created
  • Service Request Resolved
  • First Response Time
  • Time to Resolution
  • Created by

Ticket Source

Shows a breakup of the sources from which tickets were created. Data is collected at the end of each day and reported on a daily basis in BrightGauge.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Client Name
  • Service Request ID
  • Category
  • Service Request Created
  • Service Request Resolved
  • First Response Time
  • Time to Resolution
  • Created by

Ticket Opened vs. Closed

Shows how many tickets were opened versus closed during the selected time period. Data is collected at the end of each day and reported on a daily basis in BrightGauge.

Filter: Last 1 month excluding current month

Drilldown columns:

  • Client Name
  • Service Request ID
  • Category
  • Service Request Created
  • Service Request Resolved
  • First Response Time
  • Time to Resolution
  • Created by

Recover Section

No. of Appliances, Protected Servers, and Workstations

Shows how the total number of appliances, protected servers, and workstations changed over the given time period. Data is collected at the end of each day and reported on a daily basis in BrightGauge.

Filter: Date last month excluding current month

Drilldown:

  • Appliance Date
  • Provision Date
  • Last Deployment Date
  • Latest Available Appliance Version
  • Deployment Status
  • Appliance Availability
  • Appliance Uptime
  • CPU Cores
  • Memory
  • Total Disk Space
  • Free Disk Space
  • Operation System
  • Count of Protected Servers
  • Count of Protected Workstations

Cloud Storage Used

Shows the total cloud storage used during the given time period. Data is collected at the end of each day and reported on a daily basis in BrightGauge.

Filter: Date last month excluding current month

Drilldown:

  • Site Name
  • Appliance Name
  • Date
  • License Key
  • Member Name
  • Pooled Storage Count  

Local Backup Status

Shows the local backup status for all protected machines during the given time period. Data is collected at the end of each day and reported on a daily basis in BrightGauge.

Filter: Last local verify completion date last month excluding current month

Drilldown:

  • Site Name
  • Machine Name
  • Appliance Name
  • Drive Volume Backed Up
  • Local Space Used
  • Execution Date
  • Finished Count
  • Error Count
  • Duplicate Count
  • Canceled Count

Offsite Backup Status

Shows the offsite backup status for all protected machines during the given time period. Data is collected at the end of each day and reported on a daily basis in BrightGauge.

Filter: Last offsite verify completion date last month excluding current month

Drilldown:

  • Appliance Name
  • Drive Volume Backed Up
  • Local Space Used
  • Execution Date
  • Finished Count
  • Error Count
  • Duplicate Count
  • Canceled Count

TruVerify Status

Shows the offsite backup status for all protected machines during the given time period. Data is collected at the end of each day and reported on a daily basis in BrightGauge.

Filter: Last Tru Verify completion date last month excluding current month

Drilldown:

  • Site Name
  • Machine Name
  • Appliance Name
  • Execution Date
  • Finished Count
  • Error Count
  • Duplicate Count
  • Canceled Count
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