Partners/Resellers of the Cloud version of Symantec Endpoint Protection Small Business Edition (SEP SBE) are encouraged to use the Partner Management Console (PMC) to manage their customers. This console can also be used to create, download, and schedule reports, this document will discuss reporting in the PMC, the options available, and their use.
Once a Partner Management Console account has been created and customers have been added to it reports can be viewed in the following location:
The Partner Management Console provides three report types. These can be created using the Report Wizard.
Customer Executive Summary: Displays the health of a customer network, service utilization, risk detections, computers at risk, backup storage consumption, restore attempts, and other indications of network health.
MSP Executive Summary: Provides a thorough summary of customer activity. This report includes:
Note: By default the MSP Executive Summary report automatically runs once a week.
Service Utilization and Billing:Gives a summary of the overall usage of services across all customers in your account. It also provides a breakdown of product utilization by customer. This report can be leveraged for customer billing.
Note: By default the Service Utilization and Billing report automatically runs once a week.
To create and configure a new report:
The report is then listed on the Reports page with and shows the status of the report, Processing can take a few minutes, once completed the report will be e-mailed to the designated e-mail addresses and can be downloaded or opened from the reports tab.
Reports can be scheduled to run at a predetermined time and frequency, however these reports must be created based on a "Report Template." The first step in scheduling a report is to create a new report and configure it as desired (described in the previous section) making sure to check the "Save these settings as a template that I can use again later" check-box. Once a report has been created:
Note:If any alterations need to be made to already created scheduled reports, clicking on the "Schedule Name" link for the specific report will allow schedule settings to be altered.
The Report Customization link in the top right corner of any page in the "Reports" section allows for customization of the following options in reports: