Creating Report in Datto RMM for Customer Monthly Report
In Datto RMM portal:
Analytics>Reports> Create Report.
Name Report: Scheduled Report for [customer name].
Under Type, choose Individual.
Schedule: click on "click to change" button. Schedule monthly for the first of each month to run shortly after midnight. You must select all months and enter day 1. Edit the start date to confirm it will start running on the date you intend to start sending reports to this customer.
Now select the reports by clicking Add Report/Export button.
- Device Health Summary Report: Device must have at least 15% free on System Drive. Device must have at least 8GB RAM installed.
- Hardware Lifecycle: Device must have at least 15% free on System Drive. Device must have at least 8GB RAM installed.
- Monitoring Performance Report: For report options check off all options.
- Patch Management Summary - ONLY FOR PRIMARILY WINDOWS CUSTOMER - DO NOT INCLUDE IF MOST DEVICES ARE MACS unless there's a Windows SERVER
Each site is scheduled as a separate email using "individual" report setting.
Add Target: The site you're setting up.
Subject: Scheduled RMM Report: [customer name exactly as it appears in site name]
Body: (Not critical - for informational purposes) These are RMM report PDFs that will go to Think Automation on the first of the month.
Recipients: info@geekgirlsit.com ONLY. DO NOT SEND this report to thinkautomation!!!
Click the SAVE button.
If the customer folder name under "client paper work, reports and proposals" folder (on the Sharepoint site) does not match name in Datto RMM and Autotask PSA, change the folder name so that it exactly matches. This is critical for reports to be saved properly. TA cannot create a SharePoint folder. Folder must already exist in order for report to be saved to SP site. The site must not have any periods in its name. Think Automation cannot handle SP uploads to folders with periods in the name. If the account name has any periods, TA is programmed to discard them when uploading to the folder. Other than periods, the company's account name should exactly match the company's folder name.
The file name and file path on the server must have no spaces in order for the concatenation utility to work, so TA removes the spaces during processing. However, the Sharepoint folder can have spaces.
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