Are you curious about the best way to communicate backup results with your clients? It’s easy to think of backups as a set-it-and-forget-it solution, but sharing with your clients is a fantastic way to build trust and provide peace of mind.
Here are three great ways you can set up Backup Radar to keep your client in the loop:
1. Set up Scheduled Reporting
Scheduled reports are an easy way to automatically deliver a snapshot of backup results to clients on either daily, weekly, or even monthly rotations. With a variety of different reports and formats to choose from, there is no shortage of information to share. As an added bonus, you’ll have the ability to personalize them with your own message and branding.
Pro Tip: Reports are a great way to archive backup result data, or (if you or your client prefer) generate the reports as a .xslx and incorporate it into a spreadsheet.
For details on how to do this, see: Setting up Scheduled Reporting.
2. Share your Dashboard
One of the more recent features added to Backup Radar gives you the option to generate a URL for any (or all) of your custom built Dashboards. This is a great way of sharing real-time backup results specific to your client.
The shared Dashboard can also include your logo and your client has the option toggling between light and dark mode.
For details on how to do this, see: How to share a dashboard externally.
3. Add them as a Client User
Allowing your client access to Backup Radar gives them the freedom to view their current and historic results all together in one place.
Best way to compare this is it’s similar to the shared dashboard experience, only now they can select components of the dashboard and view the results on the Audit page.
Pro Tip: By allowing your client access to Backup Radar, you can view/measure their engagement with the backups using Activity Logs.
For details on how to do this, see: Creating a Client User.
Thanks for reading about the three most common ways of sharing results with clients, but let us know in the comments below how you’re sharing your backup results! 🙂