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Executive Report Pack

Executive Report Pack (ERP) is a Data Analytics tool for Ivanti® Management Suite that provides useful, time-saving reporting features such as scheduled report publishing and organization-driven reports.

ERP gives you detailed control over your Management Suite queries, enabling you to edit them with SQL to create reports that contain the data most meaningful to you. ERP installs with a number of reports already defined and ready to run.

About the Executive Report Pack view

When you open Executive Report Pack, a pane appears across the bottom of the Management Suite console. This pane consists of a tree structure and a series of toolbar icons.

To navigate ERP, click one of the six main toolbar icons (found on the right-side of the toolbar and explained below) to open new panes that relate directly to the icon selected. These six icons are constant and act as gateways to the functionality within ERP.

The left-side icons change when you select one of the six main ("parent") icons. These other icons are described in the sections below as they relate to their parent icon.

Getting started

To use ERP, your first task should be to configure the global report settings. After these settings are configured, you can run existing reports, create your own, and schedule reports to run at regular intervals.

To further customize reports, you can also create organizational structures, set up include/exclude lists, and sort report data.

Global report settings

You can configure global settings to create reports from multiple core servers, send reports via email, and track scheduled tasks and patch history.

Running, creating, and scheduling reports

ERP installs with a number of reports by default. To view those reports, create new ones, and edit global report settings, click the Run reports toolbar icon.

Running reports

To run a report: after you click the Run reports icon, expand the tree-list folders and double-click the report you want to run. A web page will appear with reporting options you can select before actually running the report. Click the Run report button to run the report with the options you select.

From this same access page, you can save the report or schedule it to run at regular intervals as a task.

You can view all saved or scheduled reports from a single web location called the Report Store. To view a report from this page, you must first run the report, then save and/or schedule it.

Creating new reports

You can use ERP to create a new report from scratch, from an existing report, or by importing data from a query. The four types of reports are:

  • Simple text: Shows all of the information in rows and columns and is how most reports are formatted. Simple text makes it very easy to use additional settings, such as organizations, in your report.
  • Graph: Displays a graph of the different items in the report. You can then drill down on the details for each of the values.
  • Summary: Shows information about one device. A summary is also available from the right-click menu of a device object.
  • Query/Totals: Uses Management Suite queries and operations in the cells to generate a spreadsheet-like report that contains totals and calculated data.

All user-created reports appear under the User folder. You can edit a report by selecting it and right-clicking Edit. Reports that install with ERP are not editable.

If needed, you can organize new reports within custom groups you create. Create a new group by clicking the Create Group toolbar icon and naming the group. All new groups appear under the User folder as well. To organize reports in these groups, drag and drop them into the groups.

Scheduling reports to run

You can schedule reports to run at regular intervals as a task. As part of the scheduling process, you can also configure email settings to have the report sent to others. Before a report can be sent via email, you need to configure the global email settings for ERP. For more information, see Global email settings.

ERP also enables you to monitor the progress of a report as a scheduled task.

Organizing report data by hierarchy

You can use ERP to generate customized reports that offer the most meaning for departments within your organization. All of the options that you configure (such as the organizations or the include list to be used) will be saved when the report is saved. This means that you can configure a different software report for each department in your organization, each with a different list of applications.

To begin setting up organizational structures for your report data, click the Organizations toolbar icon.

Organizing using an LDAP directory

You can create an organizational structure for your report data using an LDAP directory to organize your devices.

NOTE: The syncing process is intelligent in that it remembers which containers came from LDAP. If you perform an LDAP Synchronization later, any new containers will be added and any that have been removed from LDAP will be deleted from Management Suite.

Creating your own organizations

Instead of importing organizations from LDAP, you may want to create your own organizational structures. Or, if you've already imported a structure using LDAP Synchronization, you can still add your own organizations to that structure.

You can have multiple organizational structures, called organization types. The key difference between organization types is that each type has its own attribute that its structure is based around. For example, you may want to report on devices by department; to do this, you would use the Computer.Owner.Department attribute. However, you may also want to report on computers by site; to do this, you might use the Computer.Network.TCPIP.Default Gateway Address attribute.

Most organizations will have many different departments at one physical location, and one department will likely be represented at different locations.  By using different organization types with different attributes, you're able to create separate organizational structures for your different reporting needs.

NOTE: If you're using Asset Control, you can configure the same organizational structure to work for both Management Suite and Asset Control devices by clicking the Advanced button. For example, you can use an IP address for both by selecting Computer.Network.TCPIP.Address for Management Suite and Device.Network.TCPIP.Address for Asset Control.

Setting organizational-level names in reports

When a report is run, the names of your different organizational-tree levels become the header names of the report columns. By default, they are simply Level 1, Level 2, and so on. You can change the names that will be displayed in reports.

NOTE: Changing these names or the order of the names will not affect what you have defined in the main organizational page. This task changes only the names that will be displayed in reports.

Customizing report data with include/exclude lists

ERP gives you the ability to use include and exclude lists to report on just a subset of items in the inventory database. For example, instead of running a report showing every software package in the database, you can choose to include just those applications you care about, such as Microsoft Office applications.

As new items are added to the inventory database, they appear by default in the Unknown list. You can then review the new items and decide whether to add them to the Included or Excluded list.

Sorting data within reports

You can use ERP's Power Sort to customize data sorting in reports when default sorting doesn't work.

By default, certain database attributes are difficult to report on accurately. For example, Computer.Software.Package.Version is a string attribute, which SQL Server is configured to sort lexically. If you have software package versions 2, 3, and 10 in your inventory database, and you sort on the version number, 10 is less than 2 and 3 because it's sorted like a string instead of a number. By using Power Sort, you can specify a different sort order for this attribute and any others.


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