Understanding the Company Audit Dashboard
The audit dashboard displays key metrics for each company in a single view, making it easy to track setup progress and ongoing activities across your organization.Key Metrics Displayed
Company Information
- Company Name: The name of each company in your tenant
- Setup Status: Visual indicator showing if a company is fully configured
Team Management
- Roles: Number of roles assigned to the company
- Users: Shows active and total users (format: active/total)
- Active users are those who have logged in within the last 30 days
- Total includes all users assigned to the company
Business Reviews
- QBR Scheduled: Indicates if a Quarterly Business Review is scheduled
- Next QBR: Date of the next scheduled or confirmed QBR meeting
Assets and Resources
- Locations: Number of locations configured for the company
- Devices: Total devices registered to the company
Activity Tracking
- Upcoming Planner Items: Tasks and activities scheduled for the future
- Upcoming Checks: Compliance checks due in the next 30 days
- Surveys: Shows survey participation (invites sent/completed)
- Budget: Indicates if budget items are configured
Setup Complete Requirements
A company achieves “Setup Complete” status when all essential configuration steps are finished. This ensures the company can fully utilize MSPortal’s features.Required for Setup Complete
To achieve complete setup status, a company must have:- At least one role assigned - Ensures proper access control and responsibilities are defined
- A scheduled QBR - Either through the business review schedule or an upcoming QBR meeting
- At least one user - The company needs active users to operate
- At least one location - Physical or logical locations must be defined
- At least one device - Devices need to be registered for management
- Upcoming planner items - Active tasks show the planner is being utilized
- Upcoming compliance checks - Compliance activities scheduled for the next 30 days
Using the Audit Page Effectively
Quick Status Check
- Green checkmarks or “Complete” status indicate fully configured companies
- Red indicators or “Incomplete” status show companies needing attention
- Click on any company row to drill down into specific details
Identifying Issues
When a company shows incomplete status:- Review each column to identify missing components
- Focus on metrics showing zero or missing values
- Click through to the specific module to add required data
Best Practices
Regular Reviews
- Check the audit page weekly to ensure all companies maintain complete status
- Address incomplete setups promptly to ensure full functionality
New Company Setup
When adding a new company:- Use the audit page as a checklist
- Work through each requirement systematically
- Verify “Setup Complete” status before considering the onboarding finished
Monitoring Active Usage
- Track active vs. total users to identify engagement levels
- Review upcoming items to ensure companies are actively using the platform
- Check survey participation rates for user engagement
Common Questions
Why is a company showing as incomplete?
Review each metric column to identify which requirements are missing. Common issues include:- No roles assigned to users
- Missing QBR schedule
- No upcoming compliance checks scheduled
- Zero devices or locations configured
How often is the audit data updated?
The audit page refreshes data in real-time, showing the current status of all companies in your tenant.Can I export the audit data?
Use the export functionality (if available) to download audit data for reporting or further analysis.What if our company doesn’t need certain features?
While some features may not apply to every company, the setup requirements ensure baseline functionality. Contact support if you have specific exemption needs.Next Steps
After reviewing the Company Audit:- Address any incomplete company setups
- Schedule regular reviews of the audit page
- Use the metrics to track company health over time
- Consider setting up alerts for companies falling below complete status