Product Documentation

Manage reports

Jun 05, 2015
Updated: 2013-03-18

Reporting for Services Manager delivers usage and billing reports to your customers and application vendors. It includes standard reports to support standard provisioned services and a data warehouse. The Reporting service communicates directly with the SQL Server Reporting Services web service.

The View Reports page of the control panel (Reports > View Reports) displays the reports available for each service as well as billing reports. The service reports include the following report types:
  • Customer reports list users provisioned with the service at the customer level.
  • Plan reports list user counts grouped by the service's plans, at the reseller level.
  • Depending on the service, Reseller reports list varied information at the reseller level. For some services, this information is limited to customers and users provisioned with the service. For other services, this information includes items such as usage limits, file transfers and instant messages, memory and disk usage, or file counts.
Services Manager includes the following billing reports:
  • Customer Detail displays the billing detail for services at the customer level.
  • Distributor Summary displays usage data for reporting to the CSP distributor.
  • Reseller Detail displays the billing detail for services at the reseller level.

To generate a report, click a report link on the View Reports page. A separate window appears, displaying the report. After you generate a report, you can export it in several formats, including XML, CSV, and Excel. You can also customize the parameters of the report, including starting and ending dates and whether or not to include certain types of records. After you modify the parameters, click Generate to regenerate the report.

To generate reporting views

Reporting views are used as a source for data transferred to the data warehouse. When you generate reporting views, issues related to missing source views during data transfer are described in error messages to help you with troubleshooting.

  1. From the Services Manager menu bar, click Reports > Configuration > Data Warehouse.
  2. Under Refresh, click Refresh report views from reporting services.
    Note: If a "401 Unauthorized error appears, verify which service account is configured for SQL Server Reporting Services. If it is Network Service or Local System, try adding http/SQLReportingServiceFQDN to the servicePrincipalName attribute of the service account.
  3. Under Filter, select the service for which you want to generate views, if applicable.
  4. Under Generate, click one of the following options:
    • Views for all services. Click this option to generate views for all deployed services.
    • Views for selected service. Click this option to generate views for the service you selected in Step 3.

To create a new reporting view

When creating a new reporting view for a service, you will also need to ensure it can transfer data to the data warehouse. To do this, add a transfer command for the service to the data warehouse configuration file.

  1. From the Services Manager menu bar, click Reports > Configuration > Data Warehouse.
  2. Under Filter, select the service for which you want to create a new view.
  3. Under Management, click New Reporting View.
  4. Under Reporting View Configuration, configure the following settings:
    • In Description and Base View, enter a friendly name and select an existing template on which to base the new view.
    • Under View Name, select the options you want for creating a unique view name. If you want to further differentiate the view name, in Include Descriptor, enter a descriptive tag.
  5. Under Data Set, click Keys or Filters to define the data included in the new view. Select Optimize for Large Datasets to improve performance when a large number of records will be processed.
  6. Under Properties, click Properties and select whether to include properties from the selected base view or from the reporting object ID.
  7. Under Property & Counter Aggregation, specify aggregate and non-aggregate properties and counters.
  8. Click Apply Changes to save your selections.
  9. Click Save.

To add billing units to service plans

You can associate a billing unit with a specific plan type and include it in service billing reports. The settings with which to configure the billing unit vary with the service you select. To add billing units, you must have the Service Schema Administrator security role assigned to your account.

  1. From the Services Manager menu bar, select Configuration > System Manager > Service Schema.
  2. Click the service name to expand the service settings.
  3. Expand Billing Units and perform the following actions:
    1. Click New Billing Unit.
    2. In Plan, select the plan type.
    3. In Unit, select the unit type.
    4. Click Advanced Properties and configure the Quantity and Price for the unit. If you are creating multiple billing units for the same service, you can add a Unit Code to differentiate each billing unit.
  4. Click Save.