PRISM - Customer Subscription Management Reports

PRISM - Customer Subscription Management Reports

Customer Reports – Subscription Management

To access customer reports, Login into PRISM using your user credentials and navigate to the reports icon on the menu.


Once within the Reports page, there are multiple reports to cater for your needs, please navigate to the customer reports section and click on Subscription management report to view it.



Once you have clicked on the Subscription Management report, the overview tab with the customer summary information will be displayed as the landing page.


Overview Tab:


The Overview tab displays the total count of subscriptions existing under the Partner.

The subscription counts are segregated by Products and by customers using a donut chart.

Customer tab:



The Customer tab is a tabular report that can be filtered per customer or view all customer subscriptions and their quantity. Filters at the top of the page can be used to filter data on a specific customer.

Renewal Tab:


The renewal Schedule is a tabular report which displays the different subscriptions and their renewal months. The report provides you the option to filter between Annual/ monthly commitment vs billing frequency. Filters at the top of the page can be used to filter data on a specific customer and/or billing frequency.

The report provides the capability to drill down into the customer record and exclusively identify the products and their renewal months.



In the example drill down provided above, the customer has 106 subscriptions, of which 65 subscriptions are due for renewal in Aug 2022 and 41 subscriptions are due for renewal in Feb 2023.

Upcoming Renewals Tab:


The upcoming renewals tab displays the subscription due for renewal with their renewal date. Filters at the top of the page can be used to filter data on a specific customer and/or billing frequency and/or commitment term type.

Recent Provisions:



The recent provisions tab provides a view of all the subscriptions provisioned within the last 15 days. Filters at the top of the page can be used to filter data on a specific customer and/or program plan and/or commitment term type.

Modified Subscriptions:


The "Modified Subscriptions" tab provides a view of all the subscriptions modified (quantity change etc.) within the last 30 days. Filters at the top of the page can be used to filter data on a specific customer and/or program plan and/or billing frequency and/or commitment term type.

NCE Conversion:

The "NCE Conversion" tab provides a list of all active subscriptions under both Legacy and New Commerce Experience (NCE); furthermore, there is a visual display to show the percentage of subscriptions you have converted to NCE. Please note that this report has filtered out any NFP, EDU, Gov etc Products that are unable to be converted to NCE at this point in time. Filters at the top of the page can be used to filter data on a specific customer and/or billing frequency.



Note:
  1. Is Sub a NCE Sub = True, means the number of subscriptions that have been converted to NCE
  2. Is Sub a NCE Sub = Fales, means the number of subscriptions that have not been converted to NCE, remaining on Legacy
 
​

Term:

The "Term" tab provides a list of all active Microsoft CSP subscriptions under both Legacy and New Commerce Experience (NCE) and the commitment term + billing frequency assigned to the subscriptions; furthermore, there is a visual display to show the percentage of subscriptions under each commitment term + billing frequency combination. Filters at the top of the page can be used to filter data on a specific customer and/or billing frequency and/or commitment term type.


Note:  Below is a list of the possible combinations of Commitment Term Type + Billing Frequency and the most popular reasons for this outcome. Please see more information on these combinations https://operations.rhipe.com/portal/en/kb/rhipe-operations/microsoft-csp/new-commerce-experience-nce.
  1. Years Monthly
    1. A Legacy Subscription on Monthly Billing (is billed monthly but considered an annual commitment with Microsoft)
    2. An Azure Subscription (is billed monthly but considered an annual commitment with Microsoft)
    3. An NCE Subscription on Monthly Billing with Annual Commitment
  2. Years Annually 
    1. An NCE Subscription on Annual Billing with Annual Commitment
    2. A Legacy Subscription on Annual Billing with Annual Commitment
  3. Months Monthly
    1. An NCE Subscription on Monthly Billing with Monthly Commitment

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