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Home > Reporting and Integrations > View and Create Reports

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View and Create Reports

This system provides the following built-in reports in Reports > Report Center:

- **Customer** **operations** **report** – Allows administrators and users who have the **Customer** **operations** **report** permission to view their customers’ jobs, requests, data collections, and site connection statuses in their purchased services. - **Subscription** **usage** – Allows administrators and users who have the **Subscription** **usage** permission to view their subscription transaction history report as well as the subscription usage information of their customers, which can also be exported. - **Subscription** **expiration** – Allows partners to view customers with expired subscriptions (using AvePoint Storage only). - **Storage** **consumption** **report** – Allows administrators and users who have the **Storage** **consumption** **report** permission to view their customer’s storage consumption associated with Cloud Backup for Microsoft 365 or Cloud Backup for Dynamics 365, and export the report. - **User** **activity** **report** – Allows administrators to view user activities in this system as well as export the report. Administrators can also export user activities inside of customers’ environments. - **Insight** **report** – Allows administrators to view insight reports generated on insight rules configured in this portal. - **Support** **ticket** **report** – Allows administrators to view details of all support tickets in this portal.

Customer Operations Report

To access Customer operations report, go to the Reports > Report center page and click Customer operations report.

The Customer operations report page shows a summary of all customers sorted by online services. You can click a service card to view the details of the summary.

Follow the instructions below to view a Customer operations report:

  1. Click View details in the upper-right corner of a customer’s card to view the report details. The report about each online service is displayed in the format of a line chart.

  2. Click the service name to access the tab of each service.

  3. By default, the report displays statistics about last week’s jobs and requests in all statuses. You can filter the report by time range and job status.

    • Time range – Select Yesterday, Last week, Last month, or This month from the Time Range drop-down list.

    • Job status – Select one or more statuses from the drop-down list that is under the service tab and click OK.

Subscription Usage Report

To view the subscription usage report, go to the Reports > Report center page and click Subscription usage. The Subscription usage page appears.

- The subscription usage information of the current user appears in the **Current** **usage** **ofpooled** **subscription** tab. You can click the **Details** link in the **Usage** column to view the usage details of a customer. - The subscription medication history appears in the **Subscription** **modification** **history** tab. Follow the instructions below to export the **Subscription** **modification** **history** report: 1. Click the **Subscription** **modification** **history** tab. 2. Select a month from the calendar to define the time range and click **OK**. The subscription modification history records are displayed in a chart. 3. Click **Export** to export the report to your default download location. - The usage information of the Enterprise subscriptions of all customers appears in the **Customer** **current** **usage** tab. Follow the instructions below to export the **Customer** **current** **usage** report: 1. Click the **Customer** **current** **usage** tab. 2. Select **Today** or the first day of any month to view the customer usage information on that day. If you select **Today**, the **Change** column indicates the pooled subscription usage changes between today and the first day of the current month. If you select the first day, it will compare the data with the first day of the last month. 3. Click **Export**, and a window appears. You can select a report format and modify the file name of the report in this window and click **Export** to export the report to your default download location.

Under each tab, you can filter records and manage columns on the page:

- **Filter** – Click **Filter** in the upper-right corner and customize the filter criteria. Click **Filter** to apply the criteria to filter records. All your filter criteria will be displayed at the top of the table, and you can also click the remove (![Button: Remove](/en/cloud-governance-administrator-guide/use-the-modern-cloud-governance-admin-center/manage-dynamic-services/settings/images/image263.png "Button: Remove")) button next to each filter criterion to remove it. - **Manage** **columns** – Click **Manage** **columns** in the upper-right corner to choose the columns you want to display on the page.

Subscription Expiration Report

To view the Subscription expiration report, go to the Reports > Report center page and click Subscription expiration. The Subscription expiration page appears.

The Subscription expiration report lists customers with expired subscriptions, who were using AvePoint Storage. From the date of expiration, all related data will only be kept for 30 days for Trial subscriptions and 15 days for subscriptions of another type.

In the search box on the right of the Subscription expiration page, enter keywords of customer accounts’ names and click the search (Button: search) button to search for customers.

Storage Consumption Report

To access the Storage consumption report, go to the Reports > Report center page and click Storage consumption report. The Storage consumption report page appears.

The Storage consumption report page displays a summary of all customers sorted by storage type. You can click a card to view the details of the summary.

Follow the instructions below:

  1. Find a customer’s card you want to view.

  2. Click View details in the upper-right corner of the customer card to view the report. Click the service name to access the tab of a specific service.

  3. Select This month, Last month, or All time from the Time range drop-down list.

  4. Select the device type you want to view.

  5. If you want to include the retention data that has been deleted in the Cloud Backup for Microsoft 365 or Cloud Backup for Dynamics 365 jobs, turn on the Include retention data switch.

  6. You can change the unit of the storage by selecting an option from the Unit drop-down list.

  7. Click Export report, and a window appears. You can choose whether to include details in the report and modify the file name in this window.

  8. Click Export to export the report to a location of your choice.

User Activity Report

To access the User activity report, go to the Reports > Report center page and click User activity report. The User activity report page appears.

Follow the instructions below to view and export user activities in this system:

  1. Under the Activity report for Elements tab, select a month from the calendar to define the time range and click OK.

  2. Click Export, and a window appears. You can modify the file name of the report in this window and click Export to export it to a location of your choice. The report contains information about user activities within the selected month.

Follow the instructions below to export user activities inside of customers’ environments:

  1. Under the Activity report for products tab, complete the following information:

    • Customer – Select up to 5 customers to export user activities in their environments.

    • User – Select users whose activities you want to export.

    • Time range – Select a predefined time range or customize a time range.

    • Products – Select products.

  2. Click Export to export the report.

  3. To view the report generation status and download the generated report, go to the Reporting > Reports and history page. You can click the Download report (Button: Download report.) button next to a report to download the report to the default download location of your current browser. Note that the exported reports will be deleted in two months.

Insight Report

To access the Insight report, go to the Reports > Report center page and click Insight report. The Insight Report page appears.

You can perform the following:

- Use the **Type** and **Customer** filters on the top of the **Insight** **report** page to filter desired reports. - **Type** – Select an option from the drop-down list to view reports of the selected types. - **Customer** – Select customers from the drop-down list to view reports of the selected customers. - Click an insight report to view details. On the page displaying all jobs detected by an insight rule, you can click the contact support (![Button: contact support](/en/cloud-governance-administrator-guide/use-the-modern-cloud-governance-admin-center/manage-dynamic-services/settings/images/image266.png "Button: contact support")) button in the **Action** column and submit a support ticket for that job. For details about submitting a support ticket, refer to [Invite Support](#missing-link). - Click the ignore (![Button: ignore](/en/cloud-governance-administrator-guide/use-the-modern-cloud-governance-admin-center/manage-dynamic-services/settings/images/image267.png "Button: ignore")) button to ignore an insight report.

Support Ticket Report

To access the Support ticket report, go to the Reports > Report center page and click Support ticket report. The Support ticket report page appears.

Click a month from the calendar to define the time range. All support ticket details within the selected month will be displayed in a table. You can click the Filter (Button: Filter) button in the upper-right corner to filter specific support tickets.

Create a Report

On the Reports > Report center > Custom reports page, click Create a report, and then configure the following settings:

  1. Report name – Enter a name for the report.

  2. Description – Enter a description for the report.

  3. If you want Elements to export and send reports to specific recipients in a schedule, select the Export the report in a schedule checkbox. Click Configure export settings, and then configure the following settings:

    • Frequency – Select a frequency from the drop-down list.

    • File type – Currently, only Excel Workbook is supported.

    • Start date – Click the calendar (Button: calendar) button and set a date to start sending the report.

    • End date – Choose No end date or End by. If you select End by, click the calendar (Button: calendar) button to set an end date.

    • Recipients – Enter one or multiple recipients’ email addresses and use semicolons (;) to separate them.

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

  4. Click Add a report part.

  5. In the Add a report part window, configure the following settings:

    1. Report part name – Enter a name for the report part.

    2. Template – Select Pie chart, Line chart, or Column chart from the drop-down list.

    3. Customer filter (optional) – You can use this filter to filter customers to be included in this report. Click Add a Filter, select a rule from the drop-down list, and then select desired values for the rule. Click OK. You can add multiple filter rules.

    4. Horizontal axis and Vertical axis – If you select Line chart or Column chart, configure the Horizontal axis and Vertical axis by selecting an option from the drop-down list.

    5. Legend source – Select the data as the legend source.

    6. Legend entry – Select one or more data values as the legend entries.

      *Note: You can select five legend entries at most.

    7. Click Save to save your configurations. The report part is displayed.

      You can click the edit (Button: edit) button to edit the report part settings or click the delete (Button: delete) button to delete the report part.

  6. You can click Add a report part again to add multiple report parts.

  7. When you finish all report parts, click Save to save the report.