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Quadrotech Nova Current - Getting Started Guide for Reporting

Introduction to Reporting

With Quadrotech Nova, reporting on your Office 365 environment is simple, with over 100 built-in reports on operations such as Office 365 workloads (Exchange, Teams, OneDrive, SharePoint Online), licensing, security, mobile devices and more, as well as options to create your own reports. You can build reports that scope your entire environment, or narrow it down to select countries, departments, roles etc. There is also the ability to share your reports to others in a variety of formats, and you can schedule them so your team gets updates and insights on key Office 365 data in a time frame that you choose.

This guide is to help you get up and running with Quadrotech Nova Reporting. This includes:

·how to set-up with the on-boarding wizard and add a service account

·the importance of the dashboard

·how to use the Report Center

If you need a more in-depth guide on using Quadrotech Nova, please click here to view the Nova technical documents. In the Quadrotech Nova User Guide, you will see more information on:

·how to create your own reports, including step-by-step examples

·Microsoft workload availability and health with Service Monitoring

·the Contact, Schedule and Notification Center

·how to's, including adding a logo, creating a stacked graph, combining charts, setting currency symbols and more.


To access Nova Reporting, you will need a subscription to Nova that includes support for management, and support will provision your organization during the on-boarding process.

Using the on-boarding wizard

Before you begin using Nova Reporting, you need to connect your tenant to the platform. This is completed through the on-boarding wizard. The steps to complete this are below.


Step 1: Connecting your tenant

Before proceeding, make sure to read the Microsoft permissions that you will need to accept in point 6 below.

1.Accept the invitation in your email to join the Quadrotech Platform.

2.Check the 'Consent on behalf of your organization' box and click 'Accept'.

3.Go back to your emails, and follow the link to start using the platform.

4.Once you are within Nova, click 'My Organization'. This will direct you to the wizard.


NOTE: The following steps (5 and 6) must be performed by a Global Administrator.

5.Enter your tenant name and click 'Connect tenant'.

6.Click 'Accept'. Nova will then begin to connect your tenant. Click 'Next'.

Step 2: Adding the service account


NOTE: You are required to create a new user in your tenant using either the Admin Center or PowerShell, and enter those details in this step. Refer to the Service Accounts for Reporting section for more information.

1.After you have created your service account credentials, enter the name for the service account. This is an identifier, so make it unique for the service account.

2.Enter the username and password for the service account and click 'Confirm'.

Step 3: Data collection provisioning

1.Select a region for data collection depending on the needs of the environment. Once this has been provisioned, click 'next'.

2.Click 'Open Dashboard', which will navigate you to the Nova dashboard.

How do I know that my Reporting license has been provisioned?

Licensing for your Nova Reporting subscription should be provisioned instantaneously upon on-boarding. To check this.

1.On the top left hand side, click the menu icon, and select TMS Client.

2.Under My Organization, check that the icon under Reporting has is green with a tick, as indicated below:


How do I know the length of my subscription?

You can check the length of your Reporting subscription, including start and end dates, by doing the following:

1.On the top left hand side, click the menu icon, and select TMS Client.

2.Under My Organization, on the right hand side, click the Subscriptions tab.

3.Here, you will find a list of the current subscriptions for each Nova feature.


Why am I being asked to approve new admin consent?

You may see a banner on the Nova dashboard indicating to approve new admin consent for Nova Reporting. This is because new permissions need to be granted consent to allow SharePoint functionalities to work correctly. To grant this new admin consent (using a global administrator account)

1.On the Nova dashboard, in the banner, click New admin consent approval required.

2.Login using a global administrator account.

3.Read and review the permissions.

4.Click Accept. This will take you back to the Nova dashboard.

Microsoft permissions for Reporting

To be granted access to Nova Reporting, you need to accept Microsoft permissions during the on-boarding process of connecting your tenant. A list of Microsoft permissions for Reporting can be seen here.

Service accounts for Reporting

Nova Reporting uses service accounts to collect data from Office 365 tenants. Service accounts are used to collect data via PowerShell in cases where data can not be collected via GraphAPI.

This article explains how to create a Read-Only Administrator account in Office 365 for use with Nova.  It is important that you complete all the steps. Service account can be created via:


·Microsoft 365 Admin Center



Your organization will not be charged by Microsoft for this account as it does not require an Office 365 license.

Creating the service account via the Microsoft 365 Admin Center


NOTE: Multi-Factor Authentication needs to be disabled to create the service account.


You can also create the service account via the Microsoft 365 Admin Center, however you would still need to run a final PowerShell cmdlet to ensure that the password does not expire.


1.On the Admin home page, go to Users > Active users and click on button Add a user.

2.Enter a Display Name e.g. Service Account for Nova Reporting.

3.Enter a User Name e.g. NovaReporting.

4.Ensure that the domain is the domain.

5.Select Let me create a password and enter a strong password

6.Ensure Require this user to change their password when they first sign in is NOT ticked.

7.In the Product licenses page, choose Create user without product license.

8.In the Optional settings page, choose Admin center access and select Global reader.

9.Review all of your data and click Finish adding in the last page.



NOTE: If the password of the service account needs to be changed or is expired, it must be changed in Office and in Tenant Management System Client.

If your company policy allows passwords to never expire you can do it via PowerShell:


Set-MsolUser -UserPrincipalName -PasswordNeverExpires $true

Creating the service account using PowerShell

Connecting to Office 365

Before we begin, you need to install the “Microsoft Online Service Module” onto your machine. See Connecting to Office 365 Using PowerShell how instructions on how to do this.

Now open up Windows PowerShell and Copy & Paste in the following commands to connect to Office 365.


Please enter the username and password of an Office 365 Administrator account when prompted.


$Office365credentials = Get-Credential
Import-Module MSOnline
Connect-MsolService -Credential $Office365credentials


Creating the service account

Now that you are connected to Office 365 in PowerShell, we can create the Service account.


Modify the line below and set the part to match your own Office 365 domain and replace the password with a secure password of your own. We recommend a password of 10 characters or more that includes a mixture of capital and lower case letters, numbers and special characters.


New-MSolUser -DisplayName "Service Account for Nova Reporting" -UserPrincipalName "" -Password "Password123" -PasswordNeverExpires $true -ForceChangePassword $false

Next we need to add our new account to the ‘Global reader'. You can do this by copying and pasting the following line into the PowerShell window.

Remember to set the part to match your Office 365 domain name.


Add-MSOLRoleMember –RoleName "Global reader" –RoleMemberEmailAddress


Please note that you will not receive any confirmation if the commands are successful. You can check if the service account was set correctly by running PowerShell commands below:

$role = Get-MsolRole -RoleName "Global reader"
Get-MsolRoleMember -RoleObjectId $role.ObjectId

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