Home > Manage Customers > View the Customer Detailed Dashboard
Export to PDF#View the Customer Detailed Dashboard
The customer detailed dashboard displays the information of customer's subscriptions, report activities, backup status, storage reports, unusual activities analysis, policy monitor, and risk insights.
*Note: If your access to a customer’s AvePoint Online Service tenant and services has been disabled, you can only view the Products & subscriptions information on the customer detailed dashboard.
There is also a sample customer detailed dashboard for you to view what information is included on the dashboard. You can expand the navigation pane and click View now to access it.
- **Products & subscriptions** – View the products/services and their status. You can click the arrow () button next to **All** to filter products/services by their subscription status. To edit a customer’s subscription for a service, hover your mouse over the service, click the More actions () button, and click **Edit subscription**. For more information, refer to [Manage Customer Subscriptions](#missing-link).
If the customer’s Cloud Backup for Microsoft 365 or Cloud Backup for Google Workspace service is not started or partially completed, you can also click the link to start the service. For more information, refer to [Start Services](#missing-link).
> ***Note**: If you cannot access the customer’s AvePoint Online Services tenant and services, the **Products &** **subscriptions** information of each product/service will be displayed in a card view. To edit a customer’s subscription for a service, click the edit () button on the card.
- **Report activity** – View the activities taken on the unusual activities report, risk insights report, and storage consumption report.
- **Backup status** – View the backup status of jobs in Cloud Backup for Microsoft 365, Cloud Backup for Google Workspace, Cloud Backup for IaaS + PaaS, Cloud Backup for Dynamics 365, and Cloud Backup for Salesforce®. You can click the **Storage** **report** link to view the customer’s storage report of Cloud Backup for Microsoft 365.
- **Unusual activities analysis** – When the customer enables OneDrive and SharePoint Online in Cloud Backup for Microsoft 365, Cloud Backup will learn from customer backups and report the OneDrives and SharePoint Online sites with unusual activities or under a potential ransomware attack. You can select a time range to view the corresponding report of the customer tenant in this section.
The main chart shows the data of OneDrive accounts or SharePoint Online sites tracked within the selected time range for unusual activities and potential ransomware attacks.
In the upper-right corner, the number of OneDrives or SharePoint Online sites protected by Cloud Backup and the number of suspicious OneDrives or SharePoint Online sites are displayed. You can click the number of suspicious items to view more information on the unusual activities and suspicious files for the reported OneDrives or SharePoint Online sites in the **Suspicious items** panel. In the panel, you can also click **Restore in Cloud Backup** to navigate to Cloud Backup for Microsoft 365 to restore the OneDrives or SharePoint Online sites.
You can download the report in an Excel file by clicking **Export**.
- **Policy monitor** – View the number of compliant rules/non-compliant rules/fixed violations/unfixed violations in the customer tenant. Click the non-compliance rules icon to view the non-compliant rules of the customer tenant in the panel. Click other icons to quickly navigate to Policies for Microsoft 365 to view details and take action.
- **Risk insights** – View the last 7-day trends of high risk items/medium risk items/sensitive items/external users/external links in the customer tenant. Click **Show risk insights summary** in the upper-right corner to view the detailed number of items/users with risk. To download a PDF report which contains more information on risk in a customer's workspaces, click **Run detailed report**.
> ***Note**: To export the report of Exchange Online, make sure a service account without multi-factor authentication enabled has been created for the customer. If not, the authentication alert window appears. You can click **Create service account** to create one for the customer, or you can click **Continue to export** to export the risk report without the Exchange Online report.
- **SharePoint storage** – View the last 90-day trends of customer’s SharePoint storage usage as well as the estimated trends in the next 90 days.
In the **Monthly storage budget** section, the estimated budget on the SharePoint storage monthly is displayed.
To view the SharePoint storage trends of the customer, make sure the customer has an app profile with the Microsoft Graph API > **Reports.Read.All** permission in AvePoint Online Services. To know more about app profiles and permissions, refer to the .
You can perform the following additional actions:
- **View customer information** – To view the detailed information about a customer, click the More actions () button in the upper-right corner, and select **View customer information** in the drop-down list.
- **Edit customer information** – To edit the information of a customer, click the More actions () button in the upper-right corner, and select **Edit customer information** in the drop-down list.
You can edit the customer information, upload an image as the symbol of the customer, and choose whether to send billing reports to the customer. Then, click **Save** to save your changes or click **Cancel** to go back to the customer detailed dashboard without saving any changes.
> ***Note**: If you select the **Send billing reports to the customer** checkbox, enter email addresses in the **Email recipients** text box, and select an option from the **Billing profile** drop-down list. For more information on billing profiles, refer to [Manage Billing Profiles](#missing-link).
- **Generate report** – To generate a report for the customer, click the More actions () button of the customer, and select **Generate report** in the drop-down list. In the **Generate report** window, complete the following settings, and then click **Generate report**.
1. **Template** – All report templates where no customers have been defined will be loaded. Select a report template.
2. **Who should receive this report?** – Select users who will receive this report.
> ***Note**: To send a report to a customer, make sure the setting for sending service reports is enabled for the customer, otherwise, the customer cannot receive the generated report. If you choose to send a report to a customer, after clicking **Generate report**, an email notification will be sent to the customer. The customer needs to verify the email address used to receive the generated report before they can finally view the report.
- **Add services** – To add online services to a customer, click the More actions () button in the upper-right corner, and select **Add services** in the drop-down list.
The **Add services** panel appears. For more information, refer to [Add Services](#missing-link).
- **Hide**/**Show expired services** – You can hide all expired services of a customer. Then, the expired services will not be displayed in Elements as well as the AvePoint Online Services home page. You can also show the hidden services.
To hide/show expired services of a customer, click the More actions () button of the customer, and select **Hide expired services**/**Show expired services** in the drop-down list.
- **Pin**/**Unpin customer** – To pin a customer to the dashboard, click the More actions () button in the upper-right corner, and select **Pin customer** in the drop-down list. The customer will be pinned and displayed in the **Pinned customers** section on the dashboard. If the customer has been pinned, you can also select **Unpin customer** in the drop-down list.
- **Disconnect** **customersfrom Elements** – To disconnect a customer from Elements, click the More actions () button in the upper-right corner, and select **Disconnect** **customerfrom Elements** in the drop-down list.
If you disconnect a customer from Elements, only the data related to this customer in the partner portal will be permanently deleted. The data in other product environments will not be deleted (for example: backup data). A pop-up window appears asking for your confirmation. Enter **Yes** in the text box, and click **Delete** to confirm your operation.
- **Access customer’s service** **environment** – To access a customer’s AvePoint Online Services environment, click the customer’s organization name. This action will not be displayed if you cannot access the customer’s AvePoint Online Services tenant and services.
> ***Note**: When you access a customer’s AvePoint Online Service environment, any other open customer environment will time out.
On this page