#Manage Report Templates and Generate Reports

You can create a report template for Cloud Backup for Microsoft 365 and Insights and premium services including: Baseline management, Workspace management, User management and Risk management, and then periodically generate reports using the template.

You can perform the following operations to manage templates on the Reports > Template management page:

#Create a Report Template

Refer to the following steps to create a report template:

1. Click Reports > Template management > Create template.

2. On the Basic information step, complete the following basic information, and then click Continue:

   • Template name – Enter a name for this template.

   • Description – Enter a description for future reference.

   • How to generate the report? – Select an option to define how you would like to generate the report.

     • Manually generated – If you select this option, you need to manually generate a report for customers using this template.

     • Schedule and automatically generated – If you select this option, you need to configure a schedule, select customers whose data will be reported, and define users who can access the report.

3. On the Data selection step, select the information to be shown in the report. Click Continue to proceed. Before selecting data, you can click View example to view an example of the report.

   • Cloud Backup for Microsoft 365

     • Protected data

     • Backup status (successful, failed, and finished with exceptions)

     • Success rate by workspace

   • Insights

     • Risk summary

     • Risk by workspace

   • Baseline management

     • Tenant monitoring

   • Workspace management

     • Workspace overview

     • Data security posture

     • Copilot analysis

     • Data protection

     • Discovery & optimization

   • User management

     • License analytics

     • Security analytics

   • Risk management

     • Risk detection

4. On the Customize context step, you can use the default context to generate a comprehensive report for all data or upload a customized context template derived from the default template to tailor the report data to your needs. Click Continue.

5. On the Schedule step, define how and when you would like your report to be generated and sent out, and then click Continue.

   • Frequency – Select a value from the drop-down list: Weekly, Monthly, Bi-monthly, Quarterly, and Annually.

   • Send on – Based on the frequency you selected above, select a value from the drop-down list.

   • Start date – Configure a start date.

   • End date – Configure an end date. Select the No end date checkbox if you don’t want to set an end date.

   *Note: The scheduled reports will be generated at 12:00 UTC on the day you configured them.

6. On the Access step, select customers whose data will be reported and define users who can access the report, and then click Continue:

   1. Customers – Select customers or customer groups from the drop-down list.

   2. Send report to customers? – Choose whether to send a report to the customers defined above.

   3. Also send to internal users – Choose whether to send a report to internal users. After selecting the checkbox, you need to select internal users from the drop-down list.

   4. Email content – By default, the email only displays a hyperlink to the report. You can choose if a downloadable report attachment should also be included in the email.

      • Only link to the report

      • Both link to the report and report attachment

        *Note: If more than 5 customers are selected in the template or the attachment size exceeds the email server's limit, the report attachment will not be included in the email sent to partners.

7. On the review steps, review your configurations. You can go back to the corresponding step if you want to make updates. If everything is fine, click Create to create the template.

#View Report Statistics on the Dashboard

On the Dashboard page, data of service reports to customers is displayed. You can also click Report center in the upper-right corner to go to the view and create reports, or click Create template to create a service report template.

You can view the data in the following sections. Note that only data in the last 6 months is displayed.

Report overview

In this section, you can view the following information:

Schedule

In this section, you can view the following information:

Activities

In this section, you can view the activities of generating and sending the service reports. To view more activities, click View report history to go to the Reports and history page.

#View Reports and History

On the Reports and history page, the generated reports and their generation history are displayed under the Service report tab. Only the records of the last 6 months are displayed.

You can perform the following operations: