Topic
This article describes the Backup Summary Report feature.
Environment
- NinjaOne
- NinjaOne SaaS Backup Partner Portal
Description
The Backup Summary Report (BSR) displays your organization's backup health and coverage across all users and workloads for the previous month. The report confirms your users' backups are running as expected. You can share service results with clients, check coverage, and identify issues. Reports can also help you meet compliance and cyber-insurance requirements.
You can choose to receive your report by email, and you can also download a PDF version. Select a topic to learn more.
- Creating a Backup Summary Report
- Download the Latest Backup Summary Report
- Understanding the Account-Level Report
- Understanding the Organization-Level Report
- Frequently-Asked Questions (FAQ)
Creating a Backup Summary Report
If you have proper access permissions, you can access the Reports tab of the NinjaOne SaaS Backup Partner Portal by either logging directly into the portal or accessing the portal from NinjaOne itself. To access the NinjaOne SaaS Backup Partner Portal from NinjaOne, follow these steps:
- From the NinjaOne Organization-level dashboard, navigate to Backup → SaaS → Overview.
- From the SaaS Overview dashboard, click the actions menu icon next to the organization you wish to run your report for and select Manage Features from the drop-down menu.
NinjaOne will redirect you to the Organization Details page in the NinjaOne SaaS Backup Partner Portal. From here, instructions are the same regardless of how you accessed the Organization Details page.
Follow these steps to create your Backup Summary Report:
- Select the Reports tab.
- In Email Delivery Settings, select the button to activate the email delivery option.
Input the email addresses you wish to receive the notification. You can input a maximum of three email addresses.
We don't currently support SMTP custom settings, so you cannot change the sender's email address. If you choose to send the report directly to your users, it will be from noreply@NinjaOne SaaS Backup.com.- Click Save Email Delivery Settings to apply your changes.
Download the Latest Backup Summary Report
Once NinjaOne has generated a BackupSummary report, you can download a PDF copy of the report. To do so, follow these steps:
- Navigate to the Organization Details page of the NinjaOne SaaS Backup Partner Portal as described in the Creating Backup Summary Reports section of this document.
- Select the Reports tab. NinjaOne SaaS Backup will display the latest report in the Monthly Reports section.
- Click Download to download a PDF copy of the report.
Understanding the Account-Level Report
The information appearing in the account-level report includes:
- Partner name
- Organization name
- Total number of active and deactivated accounts backed up in this organization
- Report queries, including date range, workload, details, and number of accounts
- Accounts (all email addresses that you're backing up for this organization)
- Last backup (in date and time format) recorded by the system during the email sending period
- Total objects (the number of backed-up messages or files) in the last successful backup
- Total size of backed-up messages or files in the last successful backup
- Workload Status: Icons representing Email, OneDrive, Contacts, Calendar, Tasks, and SharePoint. The report displays active and inactive states with solid or dotted lines
- Daily backup summary providing a visual overview of the daily backup success
Account-Level Backup Summary Legend
The Backup Summary column consists of color-coded bars representing the overall backup health of all active accounts in the organization. Each bar represents the daily backup state for each account. This visualization helps you quickly assess day-by-day backup performance.
| Color Bars | Meaning | Descriptions |
|---|---|---|
| Healthy | Backups have completed successfully | |
| Deactivated | Backups on these accounts are turned off | |
| Unhealthy | Backups did not complete successfully |
Understanding the Organization-Level Report
The organization-level report provides a consolidated view of all workload backup activity across all accounts, as illustrated in the following image:
The information appearing in the organizational-level report includes:
- Partner name
- Organization name
- Total number of active and deactivated accounts backed up in the organization
- Report queries, including date range, workload, details, and number of accounts
- Workloads for Email, Drive, Contact, Calendar, and Tasks, and SharePoint; solid or dotted lines represent active and inactive states
- Last backup (in date and time format) recorded by the system during the email sending period
- Total objects (the number of backed-up messages or files) in the last successful backup
- Total size of backed-up messages or files in the last successful backup
- Daily backup summary provides a visual overview of the daily backup success
Organization-Level Backup Summary Legend
The Backup Summary column contains color-coded bars that represent the overall backup health of all active accounts in the organization. The following table defines these colors.
| Color Bars | Meaning | Descriptions |
|---|---|---|
| Very Healthy | Backups are completing successfully. | |
| Healthy | Minor issues occurred during back up and usually resolve within 24 hours | |
| Deactivated | Backups on these accounts are turned off. | |
| Unhealthy | Backups did not complete successfully on this day. |
Frequently-Asked Questions (FAQ)
The following information represents questions frequently asked by our partners and their answers, provided by our product teams.
When will I receive the first report after opting in?
You will receive the first report on the fifth of every month, covering the previous month's backup performance. For example, if a partner opts in during August, their first report will arrive on September 5 (covering the August report).
Will the organization's owner receive the report email?
No. NinjaOne will only send emails to the email addresses registered by the partner in the Partner Portal.
Can I add an email address outside the partner or organization?
No. For security reasons, you can only add email addresses belonging to the partner or the organization itself as recipients.
Can I deactivate the BSR email delivery toggle after I have turned it on?
Yes, as long as you have access, you can deactivate the BSR email delivery toggle at any time. However, you will no longer receive the BSR emails when the feature is deactivated.
Can I still download the report even if I opt out of email delivery?
Yes. In the UI, automatic email delivery and on-demand report downloads are separate features. You can still download reports from the Monthly Reports menu, even if you have not activated email delivery.
When will the system generate a report for download?
Every fifth of the month.
What is the maximum number of reports displayed on the list?
The dashboard will display a maximum of 6 months of BSR data. Be sure to download your reports before they expire after six months. NinjaOne SaaS Backup's BSR reporting begins in September 2025, the date of this feature's implementation.
Why didn't I find this month's report on the list?
The system generates reports on the fifth of every month. If you haven't found the report yet, it's possible that the system hasn't generated it yet. You will need to wait until the next scheduled report date.
Who can access the 'Reports' tab related to BSR configuration?
This view is accessible to resellers and sub-resellers (except for the finance role) with limited editing permissions.
Why do some days in the report display "Unhealthy" or "Deactivated" even though backups are currently running?
The report reflects backup performance on the specific day that the system runs the report. Unhealthy means the backups on that day did not complete successfully. Deactivated means the system detected that backups were turned off for that account or organization during that time.