Client Reports
Self-service access to tenant reports for your customers. Configure which reports are visible to customers based on their service agreement, enabling transparency without requiring MSP intervention for routine inquiries.
Available Report Types
The Client Portal offers several categories of self-service reports that customers can access directly from their portal dashboard.
Monthly Usage Summaries
Provide customers with a snapshot of their Microsoft 365 usage over the past month including active user counts, mailbox storage consumption, Teams adoption metrics, and SharePoint activity.
Security Posture Reports
Show customers their current security standing including Secure Score, MFA enrollment status, risky sign-in events, and compliance baselines. These reports help demonstrate the value of your managed security services.
License Utilization Reports
Break down license assignment and usage across the customer’s tenant. Customers can see which licenses are assigned, which are available, and identify potential savings from unused or underutilized licenses.
Report Visibility Configuration
Not all customers need access to the same reports. You can configure report visibility on a per-customer basis.
| Setting | Description |
|---|---|
| Report Category | Select which report categories are visible to the customer |
| Data Range | Limit how far back the customer can view historical data |
| Export Permissions | Allow or restrict PDF/CSV export capabilities |
| Scheduled Reports | Enable automatic monthly report delivery via email |
| Custom Branding | Include your MSP branding on exported report documents |
Export Options
Customers can export reports in multiple formats when export permissions are enabled:
- PDF Export — Formatted reports suitable for printing or sharing with stakeholders
- CSV Export — Raw data export for spreadsheet analysis and custom reporting
- Scheduled Email — Automatic delivery of reports on a recurring schedule
Note: Export permissions are controlled per customer. Disable exports for customers who should only view reports within the portal.
Report Access Levels
Control who within the customer organization can view reports:
| Portal Role | Report Access |
|---|---|
| Admin | Full access to all enabled report categories |
| Standard | View reports and export (if permitted) |
| Limited | No report access (tickets only) |
Notifications
Configure automated report notifications to portal users:
- Ticket Updates — Status changes, new comments, resolution
- Service Alerts — M365 service incidents affecting their tenant
- License Alerts — Approaching quota, renewals due
- Security Alerts — Critical security events (configurable)
- Monthly Digest — Summary of activity and metrics
Self-Service Actions
Customers can perform the following report-related actions directly in the portal:
Low Risk (no approval needed)
- View user directory
- Download reports
- Create support tickets
- View license inventory
Approval Required
- Request new users
- Request license changes
- Request group modifications
- Request password resets
Best Practices
- Enable security reports for all customers to demonstrate value
- Restrict license cost visibility to customers with transparent billing agreements
- Use scheduled monthly digests to keep stakeholders engaged
- Review report access quarterly and adjust based on service agreements
API Reference
GET /api/portal/customers/:id/reports— List available reports for customerGET /api/portal/customers/:id/dashboard— Get portal dashboard data for customerGET /api/portal/customers/:id/users— List users visible in portalPOST /api/portal/customers/:id/requests— Submit service request