Export Software reports in the new UI
The client Software page provides a Software summary PDF and category reports. Current-view spreadsheet exports are separate downloads. Use the report option that matches the information you need.
- Select the client and open its Software page.
- Open the download/export menu.
- Under Report, choose Software summary report to download the client's summary PDF.
- For a narrower report, choose an option under By category: Operating System, Endpoint Protection, Office Suite, or RMM.
- Open the downloaded PDF and confirm the client and report contents before sharing it.
Export a table view
Choose Current view (CSV) or Current view (XLSX) under Spreadsheet when you need the current software list and selected columns. These files serve a different purpose from the summary and category PDFs; do not assume a PDF reproduces the current table's filters or columns.
Scope and access
The summary and category report options require a selected client. They are not account-wide summary downloads from the All clients Software table. Your software and report access and the client's available data determine the report you can obtain.
If the option is absent or the download fails, confirm the selected client and your permissions, then review the error shown. Keep the classic workflow below available while an account's new report path is being verified. A download-started message should be followed by checking the actual file before using it in a client discussion.
For the classic interface, see Identifying vulnerabilities with the Software Summary Report — classic UI.
Need help? Contact ScalePad Support.
