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How to Publish an MSP Report in Connect

  This guide provides instructions for MSPs on how to create and manage an MSP Report Template using data from the Connect platform. The template is designed to be configured and edited to meet the specific requirements of each tenant. The permanent template can then be used for each tenant by updating the relevant information, generating the report, and publishing the completed version.

 

 Click on MSP

 

 Select the required Tenant (Demo portal used for this guide)

 

 Click on MSP Report

 

 Under MSP Report Template - Click on Telstra Monthly Mobile Report (NEW)

 

 Click on Edit

 

 Click on dropdown trigger icon (top right of screen)

 

Select the Reports you wish to include in the MSP Report

 

 Name the Template Report

 EG; Telstra Monthly Mobile Report

 

 Select the relevant Report Month

 

 Review the Reports and add relevant commentary

 EG; Top 20 Potentially Redundant Services report

 

 Add your commentary in the text box beneath each report

 

 Click on Save once all commentary has been added.

 You can SAVE and decide to PUBLISH at a later date.

 Click on Publish

 Once your select PUBLISH the report is LIVE in the Tenant portal and can be viewed by the customer.

 Published Reports

 The Report will now appear in the Published Reports list