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In this article: Set Your Report Levels Filter Tab


 

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Tenant Assignment Filters

  • P4000: Prioritized cohort of P4000 accounts are 1000 pinned + 3000 dynamic.  Scale cohort is focused on supporting non-prioritized customers through targeted proactive engagement and an optimized RFA engine.
  • IsRFA: Select True to see customers who have requested assistance.
  • Tenant Name: Select a specific tenant.
  • Region: Select this option to see all tenants in the region.
  • Country: Select this option if you operate in multiple countries and need to see performance for a specific country.
    • Note: To view your entire portfolio do not apply this filter.
  • Segment: Select this filter to see all tenants in a sector.
  • Is EDU: Select this filter to include or exclude education tenants in the portfolio.

Service Filters

  • Service Name: Select the service(s) that are used by customers.
  • CPOR P-RM and CPOR FRP Contribution: If either filter are selected only CPOR claimed customers will be displayed.
    • When CPOR FRP Contribution/No Partner is selected, Partners can identify opportunities with customers who own licenses but are not working with a partner.
    • When CPOR Non-FRP is selected, Customers who are claimed by non-FRP partners will be displayed.
  • Fiscal Year: Select for any year. Defaults to FY24 and FY25.

Note: The default selection for all the filters is ALL (except Fiscal Year, which defaults to FY24 and FY25). Press the Ctrl button on your keyboard to select multiple options.