The Patch and automation feedback report provides a run-down and assessment of the tasks completed via IT automation profiles. This includes patch management, scripts, IT tasks, maintenance tasks, and more. The feedback process includes both an email sent automatically once a task is completed and the Patch and automation feedback report, which is useful for validating — in detail — that scheduled profile tasks have been completed successfully (e.g., Microsoft patch successfully installed or *.bat script successfully run).

Note: The report will update progressively as queued tasks are run on any offline devices that have come back online. 

 

Understanding the Patch and automation feedback report

Summary information

The first section of the report displays summary information:

• Profiles in report: The total number of IT automation profiles included in the report.
• Tasks run: The total number of tasks run in the reporting period.
• Agents in report: The total number of distinct agents included in the reporting period.
• Task success rate: The total percentage of tasks completed in the reporting period.
• Failed actions: The total number of tasks that ran — but failed — in the reporting period. 
• Actions not executed: The total number of tasks that never ran (agent offline, connectivity issue, firewall, etc) in the reporting period.

Tasks

This section of the report displays task-specific information (ordered by date), which includes feedback on:

• Disk management:
  • Defragment
• Maintenance:
  • Create system restore point
  • Delete temporary files
• Scripts
• OS patch management:
  • Windows updates
  • Critical updates
  • Security updates: Security updates, Definition updates, and Update rollups
  • Service packs: Service pack updates, Feature packs, and Updates
  • Drivers and tools: Hardware driver updates, Office updates, and Tool updates
  • Mac updates
  • Linux package upgrades
• Software patch management:
  • Update all
  • Software bundle
• Upgrades:
  • Windows 10 upgrades
  • Windows 11 upgrades

To identify task info, look out for:

• The name of the IT Automation Profile.
  
• The task type (e.g., Scripts, OS Patch Management, Maintenance, Upgrades).
  
• The Name of the action within the task type.
  
• The task result:
  • A green tick displays for a successfully completed task.
  • A red X displays for a task completed with errors.
• You can view the agent(s) on which actions were successfully completed or failed.

 

Generate a Patch and automation feedback report

To generate the Patch and Automation Feedback report:

1. From Reports (on the sidebar) > click Monitoring > Patch and automation feedback. 

The Patch & automation feedback report page appears.

2. Select the report parameters:

• Time Period: Choose your time period from the options provided or set your own custom range. Then click Apply. 
  Note: Last X Days refers to the previous X days while the Last X Months refers to the previous X calendar months. For example, if you select Last 60 Days on June 15th, the period will be April 17 - June 15. If you select Last Two Months on June 15th, the period will be April 1 - May 31.
• Customer Name
• Site Name
• Agent Name(s)
• IT Automation Profile(s)
• IT Automation Task(s)

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 > My account > Account settings > Agents. Learn more

3. Click Generate.

The Patch and Automation Feedback report appears. See Understanding the Patch and Automation Feedback report

 

To export the Patch and automation feedback report:

Click the Export dropdown, in the upper-right corner of the report, and select Excel or PDF.