Configure Insight Rules
If some of your customers use the Cloud Backup for Microsoft 365 service, you can configure insight rules in this portal to monitor the status of Cloud Backup for Microsoft 365 jobs for customers. You can view all insight reports in Reports > Report Center> Insight report.
To manage insight rules, go to the Settings page, and click Insight rules in the System area.
You can perform the following actions:
- **Create a** **rule** – Click **Create a** **rule**. The **Create a** **rule** window appears. For details, refer to [Create an Insight Rule](#missing-link).
- **Edit** – Select a rule and click **Edit**, or click the More actions () button of the rule and select **Edit** in the drop-down list. For details, refer to [Create an Insight Rule](#missing-link).
- Turn on/off a rule – Turn on/off the toggle in the **Status** column of a rule to turn on/off that rule.
- **Delete** – To delete a rule, select the rule and click **Delete**, or click the More actions () button of the rule and select **Delete** in the drop-down list. To delete multiple rules, select the rules and click **Delete**. A pop-up window appears asking for your confirmation. Click **OK** to confirm your deletion.
Create an Insight Rule
Configure the following fields to create an insight rule:
- **Name** – Enter a required name.
- **Description** – Enter an optional description.
- **Tag** – Select tags from the drop-down list to apply the insight rule to specific customers marked with the selected tags.
- **Criteria** – Configure criteria for this insight rule.
- **Type** – Select **Information** or **Warning** as the type of this insight rule.
- **Automatically submit a support ticket upon a warning** (for **Warning** insight rules only) – With this option selected, once a warning is detected based on the insight rule, an email will be automatically sent to AvePoint technical support.
- **Notify the following people about the insight report generated from this rule** – If you want to send email notifications to specific recipients when there are reports generated based on this rule, select this checkbox, and enter email addresses in the **Recipients** text box.
