x360Cloud - How to view and filter organization reports

1. To view organization reports

As a CloudFinder administrator, you can view reports to help manage backup status. This helps you quickly address problems before they arise. These reports give you detailed insight into activity that occurs in the system. 

Note: For information on how to download a backup report, read this article:

 

2. To filter within organization reports

Within the organization reports, you can also filter the list of organization accounts by backup status, end user, SharePoint site or Google Workspace shared drive.

 

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To view organization reports:

STEP 1: Launch the desired CloudFinder Organization

Log in to your Reseller Portal and navigate to the Organizations page.

Then, click the client ID of the organization you want to view.

The Organization Dashboard page displays, giving you access to the organization's details.

STEP 2: Access the Reports Page for this Organization

Click the Reports tab. The Reports page for this organization displays, giving you access to reporting tools.

 STEP 3: View the status of backups by color

Within the Reports page, you can use the color-coded reports calendar to quickly view the health of backups:

• Green indicates a successful backup.
• Blue indicates in progress backups.
• Yellow indicates warnings.
• Red indicates failures.

Note: Each report represents the status of backups performed within 24 hours prior to the report.

Note: A failed report does not indicate that backups are corrupt or in an invalid state. A failed report simply indicates that CloudFinder did not back up data from the past 24 hours. 

STEP 4: View backup details for a specific date

Click a day on a calendar.

You will see details related to that specific date:

• Backup status,
• Protected users and sites,
• Remaining users and sites, and
• Any actions that might need to be taken.

STEP 5: View the Status of User Backups

In the Users section, click the appropriate Users tab to view the status of end user account backups. 

You will see status updates depending on which services your clients are backing up.

These reports allows you to view:

• The usernames of the end user account, and
• The backup status of the end user account (in progress, success, warning, or failure).

STEP 6: View the Status of Site Backups

In the All Users section, click the Sites tab to view the status of site backups.

This report allows you to view:

• The name of the site,
• The URL of the site, and
• The backup status of the site (in progress, success, warning, or failure).

Note: For information on how to download a backup report, read this article:

 

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How to filter within organization reports:

You can filter the list of organization accounts in the following ways:

Backup status of a user account, SharePoint site or Google Workspace shared drive.

This lets you list all the end users, sites or drives with a particular backup status (or one of several statuses). For example,  you can list all accounts with a “Failed backup” or “Partial backup” status in the last report:

By issue message

Now you can list all accounts, sites or drives where backup is affected by a particular issue. Just start typing part of the issue message encountered in the organization account into the “Filter by issue message” field, and then select that message from the list of suggested options and click Search.  

The resulting list will only contain user accounts, sites or drives for which the specified issue is relevant. Then, any recommendations listed in the issue message can be applied to all returned results.

By users, sites or drives

• On the Users tab, select Filter users to find and list the particular end users specified in the filter. Start typing the desired end user email to receive a hint in the dropdown.

• On the SharePoint sites tab, select Filter sites to find and list specified SharePoint sites. Start typing the desired SharePoint site URL to see the hint in the dropdown.

• On the Shared drives tab, select Filter drives to find and list specified Google Workspace shared drives. Start typing the desired shared drive ID to display a hint in the dropdown. 

The resulting list will only contain user accounts, sites or drives selected in the filters.

Note: When several filters are set, the resulting list of users, sites or drives will contain items corresponding to the criteria in all the filters. 

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