Exporting the Hardware Console

Frankie Ryan
Frankie Ryan
  • Updated

Exports and scheduled reports

Hardware exports produce a one-time file. They do not create a recurring schedule or convert a classic custom report template.

Use Scheduled Deliverables for new recurring client reports whose sections and delivery options meet your needs. Preserve existing legacy schedules until you have compared their filters, columns, sorting, layout, recipients and cadence.

Where available, the client's Legacy Reports tab manages existing classic reports; it does not create new custom reports. Requirements that depend on the classic builder or its templates still need the supported classic workflow.

You can export hardware asset data from the Hardware Console for reporting or for sharing outside ScalePad CS, as a spreadsheet or a report. The steps are the same whether you're exporting data for your entire portfolio or for a single client.

Exporting the Hardware Console

  1. In the left navigation panel, under Manage, click Hardware.
    • When viewing All clients this opens the Hardware Console for your entire portfolio.
    • When a specific client is selected, this opens the Hardware console for that client only.

      First page of a single-client Hardware report showing replacement and operating system status charts
       
  2. Optional: To control what a Current view export includes, apply filters using the Filter button, or add/remove columns using the Display button.
     
  3. Click Export.
     
  4. Select an export option:
    • Spreadsheet
      • Current view (CSV)
      • Current view (XLSX)
      • Default columns (CSV)
      • Default columns (XLSX)
    • Report
      • Hardware report (PDF)
      • Legacy hardware report (XLSX)

Your file downloads once you select an option.

Choosing an export option

  • Current view
    Exports the assets and columns currently displayed, including any filters you've applied and any columns you've added or removed with Display.
  • Default columns
    Exports your hardware assets using the Hardware Console's default column set.
  • CSV or XLSX
    Choose the format that suits how you'll use the data.
  • Hardware report (PDF)
    Downloads a formatted PDF report for your hardware data.
    • When a specific client is selected, the report opens with a summary of the assets it includes: charts showing replacement status and operating system status, followed by a breakdown of those statuses for each device type. The asset table also ends with a color-coded replacement status column for each device.
    • When viewing All clients, the report includes the asset table only.
  • Legacy hardware report (XLSX)
    Downloads an XLSX file using the Hardware Console's older, fixed column layout, ignoring your current filters and columns.
Any questions? Reach out to our ScalePad CS support team by submitting a support ticket.
:sparkles: NEW :sparkles: Join our MSP Power-Ups - Free 15-minute micro-workshops + live Q&A with our ScalePad CS experts. Sign up here to reserve your spot.

Related to

Was this article helpful?

Yes! No