Reports to Excel
Choose reports and run them. Their tables go to the tenant's Excel workbook, where you can filter and export them.
Client reporting
Branded Client Reports in Word and Excel
Build a branded Word report and Excel workbook for each tenant from a template you create once.
What you get
A scorecard
Scorecard reports rate what they find as OK, Warning or Critical against thresholds you set, each with a section in the client's document.
Documents for clients
Build documents creates a Word document and Excel workbook for each tenant, using its template and your brand with the client's name and logo.
AI summaries
Create an optional summary, such as an executive summary, using an AI service you choose. It stays off until you set it up.
How it works
Build a client report in 3 steps
Choose the tenants
Select a client or several. Their documents are built in sequence.
Choose a template
Each client can have its own.
Build documents
Now, or on a schedule with Windows Task Scheduler.
Reports to an Excel workbook
Select the reports, then Run. As each report finishes, its tables show with a row count and a status.
| Status | Means |
|---|---|
| Done | The table was read in full, and a table that flags rows shows their counts instead, such as 2 critical, 1 warning |
| Partial | Some items couldn't be read, and the workbook's Not read sheet lists them |
| Not read | The table couldn't be read, and the status says why |
| Failed or Stopped | The report didn't finish |
- Select a table to see its rows, then filter and export them, or open the workbook or the tenant's folder.
- A report marked Slow reads items 1 at a time, such as each mailbox, and can take a while in a large tenant.
- Your selection is saved, and scheduled runs use it. Run now runs an individual report without changing your selection.
- Stop ends the run after the current command, and the reports that finished are kept.
- Each service's page names its reports: Exchange Online, Entra ID, Intune, SharePoint, Teams, Defender and Azure.
The scorecard
Each scorecard report covers an area, rates what it finds and has its own section in the client's Word document. Scorecard reports need certificate sign-in.
Entra ID
- Tenant Overview
- Identity
- Licensing
- Conditional Access
- Named Locations
- Directory Roles and PIM
- Applications
Intune
- Devices
- Intune Compliance
- Intune Configuration Profiles
- Intune Applications
- Intune Connectors and Tokens
SharePoint
- SharePoint Sharing
- SharePoint Sites
- OneDrive
Defender and Exchange Online
- Secure Score
- Incidents and Alerts
- Defender for Endpoint
- Email Protection
Teams
- Teams
- Teams Users and Phones
- Teams External and Guest Access
Azure
- Azure Access
- Azure Storage Account Security
- Azure Network Exposure
- Azure SQL Server Security
- Azure Key Vault Security
- Azure Web App Security
- Azure Resources Not in Use
- Azure Governance
- Azure Advisor
Build documents
Tick the tenants, then Build. Each tenant gets a Word document and an Excel workbook, from the template it uses.
- Select a tenant to see what's built for it: the template, the client name and logo, whether AI summaries are included, and each report with its mode.
- Tenants build 1 after another. The Progress pane groups the run by tenant, then service, and each tenant that finishes shows its status, its Critical and Warning counts and the time taken.
- Open a tenant's folder, Word document or workbook from its row. Stop ends the run after the current request, and the tenants that finished keep their documents.
- To build a tenant's documents on a schedule, copy the command line from its right-click menu. See scheduled runs.
What each report puts in
The Contents page sets what each scorecard report reads, and where its tables go.
| Setting | Sets |
|---|---|
| Mode | Full, Summary or Off for each scorecard report, where Summary gives the summary tables and scorecard counts without the slow per-device exports, and Full adds the detail tables |
| Summary only | Runs every Full report as Summary, for a quicker run, and leaves each report's mode as it is |
| Written to | Where each table goes: Word and workbook, Workbook only or Left out |
| Word Rows | The most rows a table shows in Word |
| Warning at and Critical at | The thresholds the scorecard rates each table against |
Create a report template
A template sets what each tenant's Word document holds and how it looks. Build it once from blocks, with the document's pages drawn beside them as you edit.
The template builder
- Blocks
- Document
- Pages
- Settings
Drag blocks into the document, and set each one in Settings. Pages draws the document from a made-up sample as you edit, and Open sample in Word writes a sample with made-up results and opens it.
Page
- Cover page
- Contents
- Page break
A cover with the title, client and date in 1 of several looks, or 1 you lay out yourself with Design the front page.
Your content
- Heading
- Text
- Image
- Manual evidence
Text takes tokens and figures, as plain text, a callout or a card. Manual evidence is a heading and a highlighted note to complete in Word.
From the tenant
- Report summary
- Report details
- Report table
- Chart
- Key figures
- Findings
- AI summary
If a report wasn't run, its block is left empty or says so. Headings with no content are omitted, so the same template can suit tenants with different reports.
Your brand, the client's name
Set your brand in the template. Each tenant can have its own template, client name and logo.
- Start from Standard, a full review of everything that was run, or Blank, a cover and a contents page.
- A ready-made look sets the colours, fonts, tables, charts and cover, while keeping your company name, logo, footer line and blocks.
- Brand sets the company name and logo, the accent colour, fonts and numbered headings. The header and footer hold text, your logo or the client's, the footer line or the page number.
- Put the report inside your own Word document, such as a covering letter, with
{Report}where it goes. Or take the styles, cover, header and footer from a Word file you've made. - Tokens such as
{ClientName},{ReportDate}and{PreparedBy}fill in each tenant's details. Figure tokens put the tenant's own numbers in a sentence or a key figure, such as{Figure: Secure Score | Percentage}or{Count: Critical}. - A template is 1 .json file with its pictures inside, to export and import.
AI summaries with your own provider
An AI summary block writes a short summary of the tenant's results into its Word document, with an AI service you choose.
- Anthropic, or a service that uses the OpenAI API, such as OpenAI, Azure OpenAI (v1) or a model running on your own computer, with your own API key.
- AI summaries stay off until you add a provider and its key in Settings, turn summaries on there, and enable them for each tenant.
- Only scorecard report headings, status counts and summary figures are sent, never names or detail tables. The writing profile's instructions are sent too, and names, addresses and IDs in the figures are replaced first.
- A record of what was sent and what came back is saved beside each document. Use See what would be sent to inspect a block's request; it sends nothing.
- The API key is encrypted for your Windows user, and isn't written to the settings file.
- Writing profiles, such as Executive summary or Brief note, set who a summary is for and how it reads. Change their instructions, or add your own.
- Each answer is checked against the document, so a summary can state only figures it contains. If it fails the check twice, no summary is written; the block follows its settings.