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Office 365 Reports
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Office 365 Reports

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Exchange Online Reports

What permissions are required for a user to generate a report for Exchange Online?

A best practice approach would be to create a Service Account user in your Office 365 tenant exclusively for reporting purposes and assign the Application Impersonation role to this account and add the account to any one of the groups mentioned above. For more details about Application Impersonation and steps to assign this role, refer this Microsoft article.

What database does the Exchange Online Reports module use to generate reports?

The application creates its own MS Access database. However if you wish to store the report data for long term reporting and analytics, you can use the SQL Server option to create the application database.

The application error log file is gradually increasing in size. Can I delete it?

Yes, you may manually delete this error log file when Vyapin Office 365 Management Suite is not running. Exchange Online Reports generates an error log file in the Log folder in the common application data path. The error log file tends to increase in size over a period of time especially if the application meets with frequent error conditions. The application does an "append" to the error log each time it runs. This is required for diagnostic purposes during troubleshooting. You may delete the error log file periodically.

How do I generate reports for multiple Office 365 tenants?

By default, Exchange Online Reports will display the information of the connected Exchange Online tenant. If you wish to change the tenant, you can go to Configuration Settings and select a different tenant (if already created) or create a new tenant connection.

How to troubleshoot connection issues?

To troubleshoot the connection issues while connecting to Exchange Online, verify whether you are able to connect via Outlook Web Access. Also, check for the 'Organization Management' role for the specified user credential in the Permissions section in Exchange Admin Center.

Why I am not able to view the recipient reports?

Recipient reports like Mail Contacts, Mail Users require Recipient Management role for the user credentials specified in the application to connect to Exchange Online. Ensure the specified user account has Recipient Management role in Permissions section in Exchange admin center.

How is the Exchange Online Reports useful as compared to some of the reports that I see in the Office 365 online portal?

Exchange Online Reports provides complete documentation about Exchange Online configuration and can be used to perform compliance documentation and security audit for your Office 365 environment. It helps Exchange Administrators to have sufficient information about the baseline configuration and generate reports that carry more powerful and granular information. Additionally, it reduces the number of clicks and screens you will have to go through to capture multiple sets of data and then collate them. The Exchange Online Reports module significantly cuts down the time and effort involved in generating Office 365 compliance and governance reports.


SharePoint Online Reports

What permissions are required to generate SharePoint Online reports?

To generate SharePoint Online Reports, the credentials provided in configuration settings:

Can I schedule a report to run at specified time interval?

Yes, you can schedule a report by clicking New Task from the Schedule Menu. You can also view the scheduled tasks by clicking on Manage Tasks in Schedule Menu. Based on the settings provided by the user, the report will be Exported / Published / Emailed at the specified time.

How do I generate reports for multiple Office 365 tenants?

By default, SharePoint Online Reports will display the information of the connected Office 365 tenant. If you wish to change the tenant, you can go to Configuration Settings and select a different tenant (if already created) or create a new tenant connection.

What is a report scope?

Report Scope refers to the scope for fetching the records from SharePoint Online. For example, if you want to view the List General Settings for a specific list, you can select Connected List Only option in Report Scope and select the list for which you want to view the settings. This will restrict the data collection from other lists.

How can I use the Filter tool effectively?

When the number of records are very large, you can selectively filter the records for easy viewing by using filter conditions. Click on Filter button from the Report Viewer, Specify Column Name, Condition and Value in the required fields in filter dialog. You can also provide multiple conditions using Logical condition field. On clicking Finish button, the filtered records will be shown in the Report Viewer.