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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.

(see note at step 3)    






  • 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

    each type, always select  "Include List" or "Exclude List"

    radio box.If Empty fields and the "Include List" radio box is selected, this result to Null.

    .  (see note at step 3)    


    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
    • Managed Services RMM Work


    • Managed Services Proactive Work

    • Managed Services Automation Tickets

    • Professional Services

    6.  Select the filter types for the ff: 

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

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

    Note
    • Excluded Client on Top 3

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

    Customer 


     9.  Click Submit.


    N-able Configuration Supplementary Form

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

    Pre:  Submission of the N-able Benchmark Configuration Form,


    1.  Select the the additional Managed Product or Services.

    • Users
    • Devices


    2.  Click Submit

    ...