Office 365 Reporting Dashboard - Overview A MOD Hero Module INSTRUCTIONS: Set Screen Resolution to 1920x1080 Start the Slide Show If you are projecting to a second monitor, use Presenter View on your PC to read the talk track and see where to click next (note that this is a PowerPoint, so the “clicks” are intended to make the presentation as close to a Live Code demo as possible)
For Office 365 administrators like Katie Jordan, understanding how people use Office 365 is extremely important. To make sure her organization gets the utmost value out of the service, the updated usage reporting dashboard in the Admin Center enables Katie to monitor and report on Office 365 adoption and usage. The reports help her discover and remediate issues quickly, and are valuable in planning training initiatives. Katie can access the reports in the left navigation. CLICK STEP(S) In the Admin Center, in the left navigation, click the Reports icon (third from the bottom). NOTE: In the live demo, you will pause the cursor on the Reports icon.
CLICK STEP(S) In the Reports fly-out, click Usage.
The new reporting centerpiece is a cross-service dashboard that gives Katie a high level overview of her organization’s Office 365 usage across all products. The Active Users chart at the top shows the number of people that used the main Office 365 products over time. Katie can easily modify the report. For example, she can pivot all reports to different time periods (7, 30, 90 and 180 days) to identify trends. The reporting portal was built with a focus on performance, so the new reports load quickly. CLICK STEP(S) At the top of the Reports dashboard, click the 7 days tab.
Here is the 7-day view. CLICK STEP(S) At the top of the dashboard, click 90 days.
And here is the 90-day view. Katie returns to the 30-day view. CLICK STEP(S) At the top of the dashboard, click 30 days.
Across all reports, Katie will only see the services that are include in her subscription. If she wants to see specific product only, she can further modify the chart. Here, she will concentrate on the email activity trend. CLICK STEP(S) In the legend of the trend chart, click Exchange.
CLICK STEP(S) In the legend, click Yammer.
Katie now restores all the services to the view, starting with Yammer. CLICK STEP(S) In the legend, click Yammer.
Then, she restores the Exchange data. CLICK STEP(S) In the legend, click Exchange.
All reports are interactive All reports are interactive. Pausing the cursor on a time point along one of the data curves displays a pop-up window with details for the specific day. CLICK STEP(S) In the Active Users tile, click the top data marker (o) just the right of the 4/12/2016 vertical bar. NOTE: In a live demo, you would pause the cursor on top data marker just to the right of the 4/12/2016 vertical line.
Here are the data for April 13th. CLICK STEP(S) Click anywhere outside of the Active users chart.
Product Reports Each product, such as Exchange and SharePoint, has its own tile that shows a summary of the activity in that product. This makes it easy for Katie to get a quick understanding of what is happening within each service. Reports are also available through a convenient menu. CLICK STEP(S) At the top left, click Select a report.
The menu is organized by primary Office 365 product and then by specific reports within the product. CLICK STEP(S) Click anywhere outside of the drop-down menu.
Katie can easily drill down into a specific report to gain further insight. Right now, she wants to look at Email activity in more detail. CLICK STEP(S) Below the Active Users chart, click the Email activity tile.
Clicking the report opens a full-page view showing usage information at a more granular level. As in all reports across the portal, at the top Katie sees a trend chart showing how the service is being used across her organization. In the Email activity report she sees how many emails are being sent, received, and read, how often users have read an email on a specific day, and how this activity changes over time. Katie temporarily removes the Sent data from the chart to focus on Received and Read email. CLICK STEP(S) In the legend, click Sent to deselect it from the view.
Katie notices that the differences between Received and Read emails is substantial. This might indicate that users are receiving a lot of spam or irrelevant messages. Katie can look at the spam and malware reports later for additional information. CLICK STEP(S) In the legend, click Sent again to restore it to the view.
Katie can also switch to another view of the report to focus on the how many unique users generated the activity. CLICK STEP(S) At the upper left of the chart, click Users.
This is the chart for the count of users instead of activity. Katie can configure the time period and to pivot to different timeframes. Here, she selects 180 days. CLICK STEP(S) At the top of the chart, click 180 days.
In this 180-day view, Katie sees how usage changed over longer periods of time. She can spot unexpected usage patterns that may need follow-up. She returns to the 30-day time scale. CLICK STEP(S) At the top of the chart, click 30 days.
Katie returns to the Activity view. CLICK STEP(S) At the top left, click Activity.
Data table At the bottom of all reports is a table that provides details broken down to the individual user. In this case, Katie sees the number of emails sent and received per user, and how often email messages have been read. She can quickly determine which users are adopting—or often more important, not adopting—the product. Such data can be useful for spotting additional patterns or identifying users that need additional support and training. If Katie’s organization does not allow visibility into user level details at this granularity, she could replace personal information such as user names with anonymous identifiers. She will not take that option now. Katie can customize the Email activity data table. This is very helpful because it allows her to tailor the view to data that is important to her. Katie simply opens the Columns menu at the head of any column, and chooses the email activity metrics she wants to monitor. CLICK STEP(S) At the top of the table, click the “hamburger” icon just to the left of the Email read heading.
Katie opens the menu for configuring columns in the data table. CLICK STEP(S) Click the arrow head next to Columns.
Here are the columns that Katie can add or remove from the Email activity table. She will leave the view as is for now. Katie can customize data tables in other dashboard reports in a similar way. CLICK STEP(S) Click anywhere outside of the drop-down menu.
For advanced analysis, Katie can export the data to a CSV file and then further filter and pivot the data with a tool like Excel. CLICK STEP(S) At the top right of the data table, point to (but do not click) the Export link. In summary, the new Office 365 Reports Portal is a significant new toolkit that enables admins to understand how people in their organization are using the service. With new interactive and customizable reports, trend charts, and drill-down capabilities, admins can quickly derive crucial insights and take actions to improve usage. This will help the company realize maximum value from its Office 365 subscription. <End of demo>