Applying Report Policies

Creating Rules to Automatically Include Devices

Automatic approval rules determine which devices are eligible to have the reporting policy applied. For example, if you are creating a reporting policy for Windows servers only, you can set up an automatic approval rule to include devices with the word “server” in the OS name.

The approval rules do not come into effect until the reporting policy has been applied, either by adding it to a service and then applying the service to a group or site or by adding it to a service in a service plan, which can also be applied to a group or site.

The process for setting up approval rules is the same for reporting policies as it is for all other policy types (For example, monitoring, patch, and Avast Antivirus). For more detailed instructions on setting up automatic approval rules, including examples, see Creating Automatic Inclusion Rules for a Monitoring Policy.

You can only set automatic inclusion rules for report policies that include device reports; report policies with site reports will automatically report on all devices at a site.

In Service Center, click Service Delivery > Policies > Reporting.
Click the name of the report policy to which you want to create an automatic inclusion rule.
Click the Automatic Application tab.
Create the automatic inclusion rule by clicking Add to create a rule.
Repeat step 4 until the rule is complete.
Click Save.

To add devices or groups to a Report Policy

In Service Center, click Service Delivery > Policies > Reporting.
Click the name of the report policy to which you want to add devices or groups.
Click the Manual Application tab.
Do one of the following to apply the report policy to a group or device:
- In the Applied Groups area, click Add. Filter on the Group Type, if desired. Click the group and click OK.
- In the Applied Devices area, click Add. Filter the list of devices. Select the check box beside the device and click OK.

You can view the report policies applied to service and site groups on the Groups page, by going to Service Delivery > Groups, clicking the group name, and then clicking the Policies tab. For more information, see Viewing the Policies Applied to a Group.

To remove devices or groups from a Report Policy

In Service Center, click Service Delivery > Policies > Reporting.
Click the name of the report policy to which you want to add devices or groups.
Click the Manual Application tab.
Do one of the following:
- To select one device or group at a time, select the check box that corresponds with each device you want to remove.
- To select all the devices or groups at once, select the check box at the top of the column.
Click Remove.

To rename a Report Policy

In Service Center, click Service Delivery > Policies > Reporting.
Click the name of the report policy that you want to edit.
Click Modify.
Type a new name in the Policy Name box.
Click Save.

To delete a Report Policy

When you delete a report policy, the reports in the policy will no longer report on devices that have the policy applied.

In Service Center, click Service Delivery > Policies > Reporting.
Select the check box beside the report policy you want to delete.
Click Delete.