The Patch Status Summary report provides useful summary information on the status of server and desktop patches for your customers.
- What is in the Patch Status Summary report
- Generate a Patch Status Summary report
- Schedule a Patch Status Summary report
The Patch Status Summary Report
This report shows the following information:
Server & Desktop Summary
This section of the report shows the agents that are up to date (not missing patches) and out of date (missing patches).
Top 10 Most Vulnerable Servers & Desktops
This section of the report shows agents (and their OS) with the total number of missing patches.
Top 10 Most Recent Missing Patches for Servers & Desktops
Missing patches are displayed here along with the total number of agents missing them.
Generate a Patch Status Summary Report
To run the Patch Status Summary report:
1. From Reports, on the side panel, click Patch Status Summary.
The Patch Status Report page appears.
2. Select the report parameters:
- Customer Name(s)
- Patch Class: Critical Updates, Security Updates, Service Packs, Upgrades, Drivers and Tools, and Mac Updates.
Note: If you'd like to exclude devices that are no longer in use, check Exclude retired devices. To define a retired device, go to Admin > Settings > Devices. Learn more
3. Click Generate. The Patch Status Summary report displays (see What is in the Patch Status Summary report).
To export the report to Excel or PDF:
Click the Export dropdown, in the top-right corner of the report, and select Excel or PDF.
Schedule a Patch Status Summary Report
To schedule the Patch Status Summary report:
1. From Reports, on the side panel, click Patch Status Summary.
The Patch Status Summary Report page appears.
2. Click the Schedule Report tab.
3. Select the report parameters:
- Customer Name(s)
- Patch Class: Critical Updates, Security Updates, Service Packs, Upgrades, Drivers and Tools, and Mac Updates.
4. Click Schedule. The Add Report Schedule window appears.
5. Fill out the schedule:
- Give the scheduled report a clear, concise description.
- Select the Technician Name(s).
- You can schedule weekly and/or monthly reports.
- For Weekly, select the day, hour and frequency.
- For Monthly, select the date and hour.
- Click Apply. The schedules appear in the Add Report Schedule window.
6. Click Apply.
Done! The scheduled report appears on the Scheduled Reports page.
To edit the report schedule:
You can edit the report schedule's configuration or filters.
2. Edit the scheduled report:
- Configuration: Description, Technician Name(s), Schedule.
Click Apply once you've finished editing. - Filters: Customer Name(s), Patch Class, Exclude retired devices.
Click Save once you've finished editing.
Note: When editing the Filters, changing the Customer Name(s) will remove any technicians set to receive the report if they don't have the required permissions for the newly selected Customer.