Exporting Customer Summary Report

The customer summary report provides all customer information and service usage information. You can also choose from several default categories to filter the information.

  1. Click the Export Customer Summary shortcut button on the left side of the screen.
  2. Specify the following:
    • Vendor

    • Product/Service

    • Report cycle

      Note:

      Licensing Management Platform provides reports from the previous two years.

  3. Click Export as Excel to save an XLS file of this report.