Use IT Glue in the new UI

Select the client and open Engage > Deliverables. You need access to that client's advanced Deliverable sections, the relevant connected integration, and permission to edit the Deliverable.

1. Open an unpublished Deliverable, or create one. Return a published Deliverable to its unpublished state before changing report content.
2. Add or open the Documentation section. Open Configure Documentation section to review enabled integrations and enable IT Glue where the client's connection is available.
3. Open the IT Glue report's More actions > Configure menu. Adjust the available display choices, report heading, filters and PDF options in the side panel. There is no separate Save button for these changes; check the saved status before leaving.
4. Allow report preparation to finish, review the result, and publish the Deliverable before presenting, sharing or downloading it.

The current report summarizes documented inventory and items needing attention. Read only the fields exposed by the report; password counts do not expose password secrets. Review saved report data and recipient access before sharing documentation details.

Report data is captured when the section is generated or refreshed. Opening an existing report does not fetch new vendor data. A published report keeps its saved snapshot; return it to the unpublished state and refresh its data when you need a newer report. Missing or unavailable data is not a measured zero.

See Adding and configuring Deliverables sections for the current editor workflow.

For the classic interface, see About the IT Glue Deliverable report — classic UI.

Need help? Contact ScalePad Support.