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4. Hover into Settings menu. Then, click N-able Benchmarking Client Info and Configuration Form
6. HowFollow the steps on how-to Configure configure the N-Able Client and Benchmark Configuration Form:
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| Form Name | Description | Section/Categories | Fields | Steps |
|---|
| - 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 - select from the drop down list of names
- Geography - In what geography do you primarily operate?
- Primary Market - select the type of primary market which you operate
- Currency - 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. |
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| | |
| - This is where you configure your categories .
- Include or exclude the lists of filter for each categories type.
| | | 1. Select the filter types for the ff: - Agreement Type / Contract Category - Agreement types for ConnectWise and Contracts for Autotask.
- Company Type
- Company Classification
2. For each field select either "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 you select "Include List" radio box and empty filters, this will result to no value (NULL).
|
|
- Managed Services Reactive Work
| | 3. Select the filter types for the ff: - Board/Queue -select Board types for Connectwise and Queues for Autotasks
- Work Type
- Team Members
- Ticket Source
4. For each field select either "Include List" or "Exclude List". (see note at step 2)
|
- Managed Services RMM Work
| |
- Managed Services Proactive Work
| |
- Managed Services Automation Tickets
| |
| | 5. Select the filter types for the ff: - Agreement Type/ Contract Category
- Work Type
- Team Members
- Ticket Source
6. For each field select either "Include List" or "Exclude List". (see note at step 2)
|
| | 7. Select the customer/s you want to exclude in the Top 3 Clients results.
8. Click Submit.
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| - This is where to add the Managed Services: Product Additions/ Services
| - Product Addition or Services
| |
| Info |
|---|
Prerequisite: - Submission of the N-able Benchmark Configuration Form.
The filter results will take into account the Agreement Types/Contract for Managed Services submitted as basis for the needed type of additions. |
1. Select the ff. filter for:
2. Click Submit |
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