Executive Summary Reports track the performance of monitored devices in the form of PDF reports that are received daily, weekly, or monthly.
Depending on the monitoring type, executive PDF reports provide details on the following:
- Uptime and Performance
- Uptime by Task
- Uptime by Agent Location
- Performance by Task
- Average Performance by Task
- Performance by Agent Location
- Average Performance by Agent Location
Configuring an Executive Summary Report
An Executive Summary Report can be configured at the device level (device settings > Reports > Executive Summary) or at the account level (Reports > Executive Summary) to include aggregated statistics for selected devices.
- Frequency: Specify how often the report should be generated.
- Delivery Address Group: Choose a predefined notification group you want to receive the report.
- Monitoring Agents: Choose one of the following options:
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- All Locations
- Multiple Locations (select from a detailed list)
- Single Location (select from the dropdown)
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- Filter: Select a previously created response filter to exclude specific error conditions from the report. For example, if a device frequently times out from one location but works correctly from others, you can filter out that timeout so it doesn’t count as an error.
- Schedule: Select a predefined schedule to limit the report to errors occurring only during the scheduled time periods.
- White Label (PDF Only): Upload your company logo to appear on the PDF report. The logo is displayed at the bottom of the page starting from the second page of the report.
