Overview
The reporting feature within the Managed Services Center (MSC) offers MSPs an intuitive and simplified experience for downloading and managing reports. From this centralized hub, you can gain granular insights into product operations across your entire customer base. Each report provides up to 18 months of historical data, enabling you to analyze past activities.
Access Report
To access the report-
Log in to Managed Services Center (MSC).
On the MSC menu bar, click Reports.
Report Subscription
As an MSP administrator, you can manage subscriptions to the reports by creating a new subscription, editing and deleting an existing subscription. By subscribing to reports, you can track all activities for yourself and other administrators. The reports are sent through emails to the subscribed recipients based on the defined schedules.
Create a New Subscription
In the Managed Services Center, MSP administrators can create a new subscription to receive the reports. While creating it, you can schedule and add subscribers to receive the reports as per your requirement.
Report Schedule
Log in to Managed Services Center (MSC).
On the MSC menu bar, click Reports.
When lists of reports appear, select the report that you want to subscribe to.
Click the Manage Subscription button, and then click New Subscription.
In the schedule section, select the following:
Send Report As: Select the method of sending the report to the subscriber. It could be as an attachment or linked to email.
Note: If the attachment size exceeds 10 MB, the report will be sent as a link in the email by default.
File Format: Select the file format- CSV or PDF.
Schedule: Select the frequency for the email delivery:
Daily: The report is sent every day.
Weekly: The report is sent on a specific day of the week.
Monthly: The report is sent on a particular day of the month (e.g., on the 1st of every month).
Repeat: Specify the exact interval for the report's delivery based on the selected recurrence (e.g., everyday, on specific day of the week, or on a particular day of the month).
Time: Specify the exact time you want the report to be sent.
Time Zone: Select the time zone for the report's data. This ensures consistency for all recipients.
Adding Subscribers
Once you have set the report schedule, click Next to configure recipients.
Add Subscribers
In the Subscribers field, you can add recipients in two ways:
Individually: Type the email address of a specific person.
By Role: Select a MSP Admin Role. The report will be sent to everyone in that role, and the total admin count for that role will be shown.
Set Exclusions
In the Exclusions field, enter the email addresses of any individuals you need to prevent from receiving the report.
Use Case: This field overrides the Subscribers list. For example, if you add the MSP Tenant Admin role (which includes 12 admins) but you don't want two of them to receive the report, you would add their two specific email addresses here.
💡 Tip
Click in the email addresses text box, and then press the Spacebar to add role-based email addresses.
Manage Existing Report Subscriptions
In the Managed Services Center, MSP administrators can edit or delete existing subscriptions. It helps MSPs to modify the report file format, the schedule, and the subscribers' list.
Procedure
Log in to the Managed Services Center (MSC).
On the MSC menu bar, click Reports.
When lists of reports appear, select the report that you want to subscribe to.
Click the Manage Subscription button, and then click Edit to edit the subscription, or click Delete to delete the subscription.
Edit Subscription
Click the Edit button.
Edit the report format and schedule as per your need, and then click Next to modify the subscribers’ list.
In the Subscribers tab, type the email address and click Add below the email text box to receive the report. To add multiple email addresses, press Enter or the Tab key.
Click the Submit button to complete the action. Subscription saved successfully message appears.
Delete the Subscription
Click the Delete button.
When the Confirm Subscription Deletion pop-up appears, click on the Delete button to delete the subscription.
After successful deletion, Subscription deleted successfully message appears on the screen.
Add Filter
You can add filters to report to have a customized view. For this, follow the given steps:
Click on the Gear icon at the top right, below the vertical 3-dot menu. A Customize Report pane appears on the right.
2. Click the Add filter option. A window displaying all available filtering columns appears.
3. Select the desired filters and click Apply to narrow down the report to your customised view.
Add Column
You can add or remove the desired columns to the report table. For this, follow the given steps:
Click on the Gear icon at the top right, below the vertical 3-dot menu.
In the Customize Report pane that opens, select the Columns tab.
Select (check) or deselect (uncheck) the fields you want to display in the report.
Email Report
MSP administrators can configure the MSC portal to send a report to the intended recipient’s email addresses on demand.
To email a report-
Log in to the Managed Services Center.
In the top navigation, click MSP Reports.
Click the report that you want to send to the administrators
On the Report Details page, click Email Report.
5. Select the method of sending the report to the subscriber. It could be as an attachment or linked to email.
6. Select the Attachment Format. You can choose PDF or CSV.
7. In the Recipients section, enter the email addresses of the administrators to whom you want to send reports.
8. Select the Add me to the recipient’s list check box to add your email address to the list of recipients’ email addresses.
9. Click Send Email.
The report is generated in tabular format and sent through an email to the intended recipients.
Duplicate Report
To create a view tailored to your specific needs, simply duplicate an existing report. This copy can then be safely modified by adjusting filters, layout, and preferences, allowing you to build a custom report without affecting the original.
Please note: Duplicating a report also copies all of its active filters. Before you duplicate, first ensure the filters on the original report are set to your requirements.
To create a Custom Report:
Select the report you want to duplicate.
Click the vertical 3-dot menu next to Manage Subscription button and select the Duplicate Report option from the dropdown.
3. Enter the preferred name and a short description of the report and click Duplicate. Your custom report is created.
Once the report is created, you can customize your view by applying filters and organising the table columns.