Monthly Customer User Reports

Monthly Reports of Customer Users

With our monthly customer user reports, you can easily send a report each month to one of your customers detailing their end users and what licenses they have assigned.


Adding Your Logo

  1. Open up Tools and Logs> Settings
  2. Scroll down and upload an image in the “Logo for Monthly Report and User Portal. (Make sure theimage is smaller than 502×81 pixels. Jpg or png.

Schedule a Customer Report

  1. Open the Companies page
  2. Open the customer you would like to setup a report for
  3. Click the “Monthly Report” tab
  4. Enter in the details and the email you would like the report to go to
    1. Day of the month to send
    2. If you would like to group by the type of license or no grouping  
  5. You can tick “also send a report now” to send a report straight away

 

The report will now be scheduled to send on that day of the month.

Any reports you have added will show in the list below. You can download the pdf of any sent reports by viewing that report record.

    • Related Articles

    • Customer Discounts

      The Customer Discounts function allows you to easily apply discounts to specific license billing profiles and have an expiry of when the discounts will stop. This is a great option to either provide a discount for a certain period of time, or an ...

    • Billing Profile Naming Best Practices

      This page is to provide some best practice guidelines on how to name your billing profiles and how this comes together with Microsoft NCE. In Sync 365 we use billing profiles as a link to the product/service in your PSA. This allows us to use the ...

    • Understanding the Company Info License page

      The Company info page is where you will see all Microsoft Licenses and custom licenses for an added company. This page explains each of the components License Overview The license overview list gives you key information about the licenses in a tenant ...

    • MS New Commerce Experience 2022

      Microsoft announced some licensing changes for partners to bring them into the new commerce experience. Now available: Seat-based offers in the new commerce experience – US Partner Community Blog – Microsoft The main changes for a CSP partner here ...

    • How Prorate works - Connectwise

      Sync 365, leverages the prorate option for Connectwise Manage agreements to allow you to effectively bill your Office 365 license. This article provides a description on how we implement this to give you a better understanding. Prorate Additions By ...