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  • To select ALL filter types, empty the field and select the "Exclude list" radio box.
  • To filter only specific types, check only those filter/s  and then click the "Include List" radio box.
  • If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
  • If Empty fields and the "Include List" radio box is selected, this result to Null.

8. Select the filter types for the ff: 

  • Board/Queue - 
  • Work Type
  • Team Members - 
  • Ticket Source - 

9.  For each type, always select  "Include List" or "Exclude List".   

  • To select ALL filter types, empty the field and select the "Exclude list" radio box.
  • To filter only specific types, check only those filter/s  and then click the "Include List" radio box.
  • If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
  • If Empty fields and the "Include List" radio box is selected, this result to Null.
  • To select ALL filter types, empty the field and select the "Exclude list" radio box.
  • To filter only specific types, check only those filter/s  and then click the "Include List" radio box.
  • If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
    • If Empty fields and the "Include List" radio box is selected, this result to Null.

    Form NameDescription Section/Categories FieldsSteps

    N-able Client Info and Demographics Form:

    • This is where you input your company details, demographics and accounting period setup.
    • Client Info Fields
    • Demographics
    • Accounting period

    1.  Update the ff:

    • Company - input company name
    • Address - Input your company address
    • Owner/CEO/Contract - input name of CEO, Owner or point of Contact
    • Geography - In what geography do you primarily operate?
    • Primary Market - Describe the primary market which you operate
    • Currency - Please select the currency to which your answers are entered
    • Accounting Period - select your accounting period either calendar/fiscal
    • Fiscal Month Start - select your fiscal month start


    2.  Click Submit.

    N-able Benchmark Configuration Form

    • This is where you configure your categories .
    • Include or exclude the lists of filter for each categories type.
    • Managed Services


    3.  Select the filter types for the ff:

    • Agreement Type / Contract Category -
    • Company Type -
    • Company Classification - 

    4.  For each type, always select  "Include List" or "Exclude List".     


    Note
    • To select ALL filter types, empty the field and select the "Exclude list" radio box.
    • To filter only specific types, check only those filter/s  and then click the "Include List" radio box.
    • If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
    • If Empty fields and the "Include List" radio box is selected, this result to Null.




    • Managed Services Reactive Work

     4. Select the filter types for the ff: 

    • Board/Queue - 
    • Work Type
    • Team Members - 
    • Ticket Source - 

    5.  For each type, always select  "Include List" or "Exclude List".     

    Note
    • To select ALL filter types, empty the field and select the "Exclude list" radio box.
    • To filter only specific types, check only those filter/s  and then click the "Include List" radio box.
    • If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
    • If Empty fields and the "Include List" radio box is selected, this result to Null.







    • Managed Services RMM Work

    6. Select the filter types for the ff: 

    • Board/Queue - 
    • Work Type
    • Team Members - 
    • Ticket Source - 

    7.  For each type, always select  "Include List" or "Exclude List".     

    Note
    • Managed Services Proactive Work

    Image Removed

    Note


    • Managed Services Proactive Work

    Image Added

    • Managed Services Automation Tickets

    Image Added

    • Managed Services Automation Tickets

    Image Removed

    10.  Select the filter types for the ff: 

    • Board/Queue - 
    • Automation Bots
    • Ticket Source - 

    11.   For each type, always select  "Include List" or "Exclude List".   

    Note
    • Professional Services

    126.  Select the filter types for the ff: 

    • Agreement Type/ Contract Category
    • Work Type
    • Team Members
    • Ticket Source

    137.  For each type, always select  "Include List" or "Exclude List".   

    Note
    • To select ALL filter types, empty the field and select the "Exclude list" radio box.
    • To filter only specific types, check only those filter/s  and then click the "Include List" radio box.
    • If you want to exclude specific filter types, check only those filter and then click "Exclude List" radio box.
    • If Empty fields and the "Include List" radio box is selected, this result to Null.



    • Excluded Client on Top 3

    Select 8.   Select the customer/s you want to exclude in the Top 3 Clients results.

    Customer 


     Click  9.  Click Submit.


    N-able Configuration Supplementary Form

    • For Managed Service Product or  Additions
    • Product or Service Addition

    After the submission Pre:  Submission of the N-able Benchmark conConfiguration Form,


    1.  Select the the additional Managed services or Product or Services.

    • Users
    • Devices


    2.  Click Submit



    Step 5 - Update your N-able Headcount

    ...