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Obtaining a Customer Inventory for Network Assessments

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Using the Report capabilities of OnPlus, you can extract inventory information and basic network information. This can help you qualify a potential customer. Csco product support information such as serial number, warranty, hardware or software end-of-sale/support information, can also be included in the Customer Inventory report (may require device access credentials).

To create a Customer Inventory report, follow these steps.

  1. Navigate to Overview > Report Listing.
  2. On the Report Listing page, click + Create Report.
  3. Choose Customer Inventory as the report type.
  4. Choose the report format (Adobe PDF, CSV, or XHTML).
  5. Select the customer.
  6. Enter notes to display on the cover page of the report, then click Next.
  7. On the Sections page, click to select or deselect the sections you want to include in the report, then click Next. For example:

    customer_inventory_report_sections.png
  8. Specify scheduling and notification options. To create the report immediately, choose Now for the Report Creation date.
  9. Click Save. The report will be queued for processing. To view the status of your report request or preview and download completed reports, choose Reports > Report Listing. You may need to refresh the Report Listing page to view current report status, especially if you just created the report.