Generate reports

Service provider subscription usage report

You can generate subscription reports and system reports from the Management Portal The Service Provider Subscription Usage Report is an .xls formatted subscription report for the system. The report contains a summary of the licenses in use and the counts manually entered in the editable fields. The subscription usage report is only available for service providers and includes monthly subscription usage for:

  • MiCloud Business

  • MiCloud Contact Center

  • Premium Software Assurance (optional)

  • MiCloud Business Move2Cloud (optional)

Service provider license report

The service provider license report is an .xml formatted report that contains a summary of the system licenses in use. The license counts are derived from the Management Portal database and manually entered values.

Customer VSP and VAR allocation and usage reports

A report that provides a billing summary for Customers, Virtual Service Providers (VSP), and Value Added Resellers (VAR). It contains Customer details and a summary of their bundle allocation and usage. The billing information is downloadable in .xml format for use in a compatible billing system.

View Bundles Allocated

The portal tracks how many bundles each customer has been allocated, and of those, how many bundles are currently being used. To view the bundle usage information, follow the steps listed below.

To view how many bundles a customer is using:

  1. Click the Customers tab.

  2. Select the customer profile.

  3. In the customer's popup there is a list of the bundles allocated and used by the customer.

Optional license counts for premium software assurance and Move2Cloud

The optional license counts for Premium Software Assurance and Move2Cloud are derived from the number of Core UCC license types that the service provider has in use.

Premium Software Assurance

When the Premium Software Assurance option is enabled, the system reports indicate a Premium Software Assurance license equal to the actual number of each of the Core UCC license types. For example, if a service provider has 250 Entry UCC licenses in use, there will be 250 Premium Software Assurance Entry UCC licenses reported. If Premium Software Assurance is disabled, the license count for each Premium Software Assurance license type is 0.

Move2Cloud and Core UCC Licenses

You can manually enter the number of UCC licenses to include in Mitel’s Move2Cloud promotion. The license counts for the Move2Cloud promotion are included in the system level .xls and .xml reports. To prevent double counts, the Move2Cloud licenses are subtracted from the Core UCC license counts when they are reported. So the number of Move2Cloud licenses for a given type cannot exceed the corresponding number of Core UCC licenses.

For example, Management Portal calculates that you are using 500 Standard IPT licenses. If you want 300 under the Move2Cloud promotion, enter 300 for the license count field for Move2Cloud Standard IPT field. Management Portal reports 200 Standard IPT licenses for UCC core and 300 Move2Cloud Standard IPT licenses.

Download reports

You can download generated billing reports at any time.

To download reports:

  1. Click Customers > Billing and then click the Download Reports tab.

  2. Click the report to download it.

Manually enter license information

You can manually enter the license counts that Management Portal does not automatically calculate in the Management Portal. The license counts that Management Portal does calculate from its database appear as read-only fields in the License Information page. Any counts that are manually entered in the editable fields are also stored in the Management Portal database.

To manually enter licensing information:

  1. Select Customers > Billing.

  2. Click the Edit Licensing link.

  3. Edit the corresponding licenses and click Save.

Enable billing change notification

Billing change notification settings are available for Service Provider Administrators who hold Advanced privileges in the Service Provider Portal. The Billing Change Notification feature displays a warning message to Customer Administrators when the action they are about to take changes the Service Agreement with the Service Provider and increases billing. Billing change notification settings include a customizable default message.

When you create a new customer, billing change notification is disabled by default. When an existing customer is upgraded to Oria 5.2 and later, billing change notification is enabled by default.

Billing change notification is available for the following actions:

  • Create a user

  • Change a user bundle

  • Create a group

  • Create an auto attendant or auto attendant action

  • Create a call flow

  • Create a general mailbox

To set billing change notification:

  1. Click System > Advanced and then click the Billing Change Notification tab.

  2. Select the actions you want billing notification for.

  3. Customize the billing notification message:

    1. Select the language for the message.

    2. Customize the message.

    3. Repeat a. and b. for any other language.

  4. Click Save.

To change billing notification for a customer:

  1. From the Customers tab, click View Customers.

  2. Select the customer and click the Edit icon.

  3. Click the Service Bundles tab.

  4. Under Billing Change Notification, select or deselect Customer must confirm any changes that will affect their billing.