Reports
Email Reports
Role Required: SDAdmin, SDReport, Technicians with View access to reports, Account Manager and Point of Contact of customers with View Reports access To email a report, Go to the Reports module and open a report. Click Mail this Report displayed at ...
Export or Print Reports
Export Reports Role Required: SDAdmin, SDReport, Technicians with View access to reports, Account Manager and Point of Contact of customers with View Reports access To export a report, Go to the Reports module. Click the Export as drop-down on the ...
Edit or Save Reports
Edit Reports Role Required: SDAdmin, SDReport, Technicians with Edit access to reports, Account Manager and Point of Contact of customers with View Reports access can edit/save their reports To edit a report, Go to the Reports module and open a ...
Query Reports
Role Required: SDAdmin Query reports are predefined reports generated using an SQL query. They display data in a tabular format. You can customize query reports only for date and time columns, like Created Time, Completed Time, Scheduled Start, and ...
Report Widgets
You can convert tabular reports that contain charts into widgets that can be added to dashboards. To add report widgets to dashboards, you would first need to enable them from the reports module. Role Required: SDAdmin, SDReport, Technicians with ...
Custom Settings - Reports
Custom settings allow you to customize the report column size and modify the date and time format of your reports. Role Required: SDAdmin, SDReport, Technicians with View permission to reports Go to the Reports module and click the Reports Settings ...
Schedule Reports
Role Required: SDAdmin, SDReport, Technicians with View access to reports, Account Manager and Point of Contact of customers with View Reports access. Schedule report settings allow you to automatically generate multiple reports at a scheduled time. ...
Custom Reports
You can create customized reports to meet the unique needs of your organization. Role Required: SDAdmin, SDReport, Technicians with Add access to reports, Account Manager and Point of Contact of customers with View Reports access. To create a custom ...
Predefined Reports
ServiceDesk Plus MSP Cloud provides predefined reports to view information instantly. Predefined reports can also be edited to fine-tune the data as needed. Role Required: SDAdmin, SDReport, Technicians with View access to reports, Account Manager ...
Overview - Reports
ServiceDesk Plus MSP Cloud allows you to generate various reports across modules. You can use predefined reports or generate custom reports as required. To generate or view reports, go to the Reports module. Filter the reports per customers by using ...
Popular Articles
Introduction
Solutions are a centralized repository to store and share articles with your users. Technicians and end-users can utilize solution articles to resolve repeated incidents. Solutions can be categorized across topics and contain a built-in approval ...
API Documentation
API Documentation The ServiceDesk Plus MSP Cloud API allows you to perform all the operations that you do with our web client. ServiceDesk Plus MSP Cloud API is built using REST principles which ensures predictable URLs that make writing applications ...
Customers - Overview
The Customers module lets you manage clients of the managed service provider (MSP). The MSP can maintain detailed records of all customers and their information, including associated solutions, advisory details, announcements, and more in the ...
Onboard Customers
You can add customers individually or import multiple customers at once in ServiceDesk Plus MSP Cloud. Role Required: SDAdmin The MSP may be handling IT services for numerous clients. Adding these clients to the application as customers helps in ...
View Customer Details
To view the customer's details, Go to the Customers module. In the customer list view, click the name of a customer to open the details page. The following tabs are available on the customer details page: Details: Provides comprehensive details on ...