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Export quick usage and customer data, or build custom and scheduled reports across your managed customers.

Remote Manager gives you three ways to get data out about your managed customers: a quick usage export, a customer information export, and custom reports you can schedule to run automatically.

Procedure

  1. Go to Customer Management → Remote Manager.
  2. Click Export usage to download a CSV file of your managed customers' licenses and solution usage.
  3. To export information about specific customers, go to Remote Manager → Customers, select one or more customers, and click Export to download a CSV file with their general information, products, and any recent risk or license events.
    Click Export all to download information for all managed customers.
  4. For more detailed or recurring reporting, go to Remote Manager → Reports and click + New report to generate a report of the selected type about the specified customers.
  5. Select an existing report and click Enable or Disable.
    Enabled reports with any frequency other than One time run according to the chosen schedule.
  6. Select a report to view and manage the following:
    1. Report settings: View and modify the general information, content, and schedule settings.
    2. Generated reports: View and download all previously generated reports.
    3. Target customers: View the list of managed customers covered in the report, and click + Add target or Delete to add or remove a customer.