The Storage & Consumption tab on the Partner Portfolio Analytics page provides visibility into each customer’s licensed storage subscription and actual storage usage. Use this tab to compare licensed capacity against consumption, identify customers who are approaching or exceeding their storage limits, and support proactive conversations about storage planning, overage management, or future capacity needs.
NOTE: In this context, customer portfolio refers to your reseller-contracted customers who were live on cloudimanage.com during the selected billing period.
This section includes the following topics:
Accessing the Storage & Consumption tab
To view the Storage & Consumption tab on the Partner Portfolio Analytics page in iManage Admin Portal:
Go to https://cloudimanage.com/admin and sign in with your iManage credentials.
Browse to Partner Portfolio > Partner Portfolio Analytics and then select the Storage & Consumption tab.
The following figure shows an example of the Storage & Consumption tab.
Storage & Consumption tab actions
The Partner Portfolio Analytics page includes a Statement Month drop-down list, which lets you select the month for which you want to view licensed storage subscription and consumption details for your customer portfolio. By default, the most recent available month is selected.
To view data for a different month, select the Statement Month drop-down list and choose a month.
NOTES:
Metrics on the Partner Portfolio Analytics page are based on data from your customer portfolio for the billing period associated with the month selected in the Statement Month drop-down list.
Data is available at the end of each billing cycle and is posted between the 21st and 25th of the month.
Subscription Consumption by Customer section
The Subscription Consumption by Customer section lists all reseller-contracted customers in your portfolio who are live on cloudimanage.com. The table includes the following columns:
Customer ID: The unique identifier for the customer.
Customer Name: The name of the customer.
Account Region: The geographic region assigned to the customer's account.
Renewal: The iManage Subscription renewal date for the customer.
Subscribed (GB): The total amount of licensed storage available to the customer, measured in gigabytes (GB).
Used (GB): The amount of storage used by the customer, measured in gigabytes (GB).
Utilization: The percentage of licensed storage used by the customer for the selected billing month. This value is displayed as both a percentage and in a segmented bar chart.
Bar chart: A segmented bar within the Utilization column that displays the following details as applicable:
Used: The amount of storage used by the customer.
Total: The total amount of licensed storage available to the customer.
x%: The percentage of licensed storage (x) used by the customer.
NOTE: The bar chart and storage utilization percentage use the following colors to indicate utilization:
Green: Storage utilization is less than or equal to 89%.
Amber: Storage utilization is between 90% and 99%, inclusive.
Red: Storage utilization is greater than or equal to 100%.
Monthly Delta (GB): The increase or decrease in storage used by the customer during the selected billing period compared with the previous billing period, measured in gigabytes (GB).
Subscription Consumption by Customer section actions
In the Subscription Consumption by Customer section, you can:
Search for customers by name or customer ID.
Filter the list by values in the Utilization column.
Select one customer, multiple customers, or all customers.
Rearrange table columns.
Export customer details.
View a high-level summary of customer details.
View a detailed customer summary.
For more information about these actions, refer to the sections below.
Search for customers
To search for a customer in the Subscription Consumption by Customer section, enter a search string in the Search customers by name or customer ID field.
Filter data output
You can filter the customer table based on values in the Utilization and Account Region columns.
To filter the table by licensed storage utilization, select an option from the Filter drop-down list.
Figure: Utilization filter
To filter the table by account region, select one or more options from the Region drop-down list.
Figure: Region filter options
After you select one or more filter options, the customer table updates to show only customers that meet the filter criteria. The applied filter selection is also displayed, as shown in the following example.
To remove filtering, do either of the following:
Select X next to the Utilization filter display.
Select Clear all.
Select customers
In the customer table, you can choose one, multiple, or all customers to perform actions on the selected customers.
To select all customers, select the check box above the customer table.
To select one or more customers, select the check box of each customer within the customer table.
When one or more customers are selected, the Show only selected toggle displays in the toolbar menu. Select this toggle to show only the selected customers.
The following figure shows an example of customer selections in the customer table.
Rearrange table columns
To rearrange a column in the customer table, select the column header, drag the column to the desired location, and then drop it into place.
Export customer details
To download customer storage details in CSV format, select the Export button in the Subscription Consumption by Customer section.
NOTE: When you export data, any active search or filter selections are applied. As a result, the downloaded file includes only the customers displayed in the table at the time you select Export.
View a high-level customer summary
To view current storage details for a customer from the Storage & Consumption tab, select a customer row in the customer table within the Subscription Consumption by Customer section. This will open a panel showing the storage details for the selected customer. For more information, refer to High-level storage consumption customer summary.
View a detailed customer summary
To view more detailed information about a customer from the Storage & Consumption tab, select a customer name in the customer table within the Subscription Consumption by Customer section. This will open a page with additional details about the selected customer. For more information, refer to Detailed customer summary.