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Creating Custom Reports

In addition to the out-of-the-box reports, Endpoint Central MSP allows you to create custom reports by specifying the criteria and selecting the required parameters. Follow the steps below to create a custom report using Endpoint Central MSP:

  1. Select the Reports tab from the Endpoint Central MSP Client.
  2. Click on Custom ReportsThis opens the Custom Report page.
  3. Specify the name for the report.
  4. Select the Module. This is currently available only for the Asset Management module and will be extended for other modules in our subsequent updates.
  5. Select the Sub Module as Computer, Hardware or Software.
  6. Specify the criteria for generating the report. You can specify multiple criteria by clicking the "+" icon
  7. Select the Columns to view in the report. You can change the position of the columns by using the up and down arrow icons.
  8. Click on Run & Save button to save the report permanently. (or) Click Run Report if just a temporary report is needed.
  9. Note: If you choose the Run Report option, you can edit the report and later on save the same. Likewise if you intend to make any changes to a saved report, you can make use of the Edit option in the Custom Report Page.

  10. You have an option to save this report as PDF and CSV   formats.