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Chapter 03 · Reporting

Reports in your brand.

Executive, board, technical, client review, licensing, device lifecycle and what-changed reports, in your brand, as PDF or Word. Build one with a live preview, save the layout, and send it monthly or quarterly as a link that expires.

Every page carries your workspace’s name, logo and colours in place of ours, on every plan; a trial’s reports add a small “Made with ConfigCheckup · Trial” line.

Reports, schedules and the client portal come on every plan

Start free trialWatch: Build a client review and schedule it monthly · 0:58

14 days of daily monitoring and alerts, every finding with its fix guide, and reports on up to 3 tenants, from your first connected tenant. No card. Then choose the plan that fits.

/reports › Contoso Group Ltd › Client review packDemo data
Client review pack: the cover, for Contoso Group Ltd
The client review pack’s cover, as the real renderer draws it for a made-up client, in the demo workspace’s name (Demo Consulting): yours stands there.

Every kind of report

One renderer, every kind of client report.

8 kinds of client report, each made from one of the client’s assessments with your logo, your colours and your contact details, and a portfolio report across clients. Below, the first page of each type the desk draws.

/reports › Contoso Group LtdDemo data
  1. Client review pack: the first page, for Contoso Group LtdClient review pack5 sections · 7 pages
  2. Executive summary: the first page, for Contoso Group LtdExecutive summary9 sections · 91 pages
  3. Board summary: the first page, for Contoso Group LtdBoard summary8 sections · 28 pages
  4. Technical report: the first page, for Contoso Group LtdTechnical report9 sections · 100 pages
The first page of each report type, as the real renderer draws it for a made-up client, Contoso Group Ltd.

Every kind, and its sections

In the report builder each section can be left out, or moved up or down; the contents stay first and the closing page last.

  • Executive summary11 sections

    Contents · Executive summary · Progress since last time · Score over the period · Security posture by domain · Remediation roadmap · Cyber Essentials readiness · Detailed findings · Licensing and cost · Appendix · About us

  • Technical report11 sections

    Contents · Executive summary · Progress since last time · Score over the period · Security posture by domain · Remediation roadmap · Cyber Essentials readiness · Detailed findings · Licensing and cost · Appendix · About us

  • Board summary10 sections

    Contents · Executive summary · Progress since last time · Score over the period · Security posture by domain · Remediation roadmap · Cyber Essentials readiness · Licensing and cost · Appendix · About us

  • Client review pack9 sections

    At a glance · Score over the period · What we delivered · Work we did · Service levels · What needs attention · Devices and refresh budget · Next steps · About us

  • Device lifecycle7 sections

    Fleet at a glance · Replacement budget · Replacement forecast · Asset register · Disposals · Devices to act on · About us

  • What changed7 sections

    What changed · Score by area · Fixed and improved · New or worse · Marked done, not confirmed · Changes we made · About us

  • Licensing review7 sections

    Licences at a glance · Seats by subscription · Where to save · Renewals coming up · Billed against Microsoft 365 · Savings made · About us

  • Microsoft 365 Copilot readiness6 sections

    Readiness at a glance · Readiness by area · Before rolling out · Where to start · How Copilot is used · About us

The report builder

Choose what goes in. The report follows.

Reports › New report previews the whole report as you choose the type, the sections, their order and your own words. Try it here on a made-up client, Contoso Group Ltd.

Report type

Sections · 5 of 5 in

Also built the same way in the console: device lifecycle, what changed, licensing review, Microsoft 365 Copilot readiness.

/reports/new › Contoso Group LtdDemo data
Client review pack: the cover, for Contoso Group Ltd

Contents7 pages

The renderer’s own cover for a made-up client, Contoso Group Ltd, in the demo workspace’s name, Demo Consulting: yours stands there. The contents and page numbers follow your choices.
/reports/new › Contoso Group Ltd › PreviewDemo data

01 / 05 · At a glance

Client review pack, At a glance: its first page, as the renderer draws it for Contoso Group Ltd
Client review pack, At a glance, page 2. The real report renderer, on a made-up client.

Download a sample client review (PDF, demo data, 606 KB)Download a sample executive report (PDF, demo data, 1 MB)

Schedules

Sent on a schedule, as a link that expires.

Set each client’s report once. It is made from their latest assessment and sent to their contacts with a short summary, in your brand.

How often
Monthly, quarterly or after every assessment, for each client.
The link
Sent as a link that lasts 30 days, not an attachment. A link can be stopped at any time.
Your PSA
Where you turn it on for a client, posted as a ticket for its company, with the summary and the link: HaloPSA, ConnectWise Manage, Autotask, NinjaOne and Kaseya BMS (beta).
Your portfolio
Once an Admin turns it on, a portfolio report across every client goes to your Owners and Admins, or the members you choose, on the 1st of each month.
Plans
Scheduled reports come on every plan.

/homeDemo data

0:00 / 0:58
See these steps as pictures
The steps, in words
  1. 01HomeStart from Home
  2. 02New reportReports › New report
  3. 03ClientChoose the client
  4. 04TypeChoose Client review
  5. 05SectionsThe preview follows
  6. 06IntroductionWrite the introduction
  7. 07TemplateSave these choices as a template
  8. 08SchedulesReports › Schedules
  9. 09MonthlyMonthly, to a recipient, saved

Build a client review and schedule it monthly · 0:58

Demo data: made-up clients, nothing is changed.

Build a client review and schedule it monthly, from Home to done · 0:58. Demo data: made-up clients, nothing is changed.

Step by step

  1. 01Reports › New report: choose the client, the type and the sections. The preview is the real renderer, so it shows the whole report as you go.

    /reports/newDemo data
    Building a client review for Contoso Group Ltd: the sections to include, each with a tick and buttons to move it up or down, beside a live preview of the report’s cover with the client’s score.Building a client review for Contoso Group Ltd: the sections to include, each with a tick and buttons to move it up or down, beside a live preview of the report’s cover with the client’s score.
    Building a client review for Contoso Group Ltd: the sections to include, each with a tick and buttons to move it up or down, beside a live preview of the report’s cover with the client’s score.Building a client review for Contoso Group Ltd: the sections to include, each with a tick and buttons to move it up or down, beside a live preview of the report’s cover with the client’s score.
    The builder previews the whole report as you choose.
    1. Tick and order the sections
    2. The whole report, previewed as you choose

  2. 02Reports › Schedules: each client’s cadence and who gets it. This one goes monthly, as a link that expires.

    /reports/schedulesDemo data
    A client’s schedules: Alpine Ski House assessed every month, and its client report sent monthly to it@example.com, with the date of the next one.A client’s schedules: Alpine Ski House assessed every month, and its client report sent monthly to it@example.com, with the date of the next one.
    A client’s schedules: Alpine Ski House assessed every month, and its client report sent monthly to it@example.com, with the date of the next one.A client’s schedules: Alpine Ski House assessed every month, and its client report sent monthly to it@example.com, with the date of the next one.
    Monthly, sent as a link that expires.
    1. The client
    2. Its report: monthly
    3. Who it goes to

The client portal

Between reports, a page they can open.

Each client gets a page in your brand with their score, its trend, the fixes confirmed and the next steps, which they can reply to.

The client portal comes on every plan

/portal › Contoso Group LtdDemo data
The client portal’s next steps, as the client sees them: the most important items numbered with their severity, each with a Reply link so the client can say go ahead, not now, or ask a question.The client portal’s next steps, as the client sees them: the most important items numbered with their severity, each with a Reply link so the client can say go ahead, not now, or ask a question.
The client portal’s next steps, as the client sees them: the most important items numbered with their severity, each with a Reply link so the client can say go ahead, not now, or ask a question.The client portal’s next steps, as the client sees them: the most important items numbered with their severity, each with a Reply link so the client can say go ahead, not now, or ask a question.
The portal’s next steps as the client sees them, each with a Reply link.
  1. The next steps, in order
  2. The client replies to each one
Documents
The reports you publish there, framework readiness and Cyber Essentials status. Every opening is logged, with who and when, on the report’s page.
Access reviews
The client keeps or removes each admin, guest and app, and signs the review off. Nothing is removed automatically: you act on the answers.
Evidence packs
One framework’s evidence for a client’s auditor, shared as a read-only link that lasts at most 90 days. Every open is logged.
Portfolio report
Every client, or a tag’s, in one report: scores, the worst findings, fixes and who is slipping. Made when you download it, or sent to your team each month as a link that opens in the console.
In-house teams
The portal is the board summary link: one read-only link to a page for your board or management.

Frameworks

Readiness, not certification.

The checks are mapped to 20 frameworks. A readiness report shows how close a client is to each, and says what Microsoft 365 cannot evidence; certification stays with the assessor.

20frameworks the checks are mapped to: readiness, not certification

UK

International

European Union

United States

What it can’t do

  • It does not certify anything. A framework report is readiness: certification is the assessor’s, against evidence beyond Microsoft 365.
  • It does not email reports as attachments: it sends a link, which can be stopped. You can still download the PDF or Word file yourself.
  • A scheduled report goes only when the client’s latest assessment is from the last 45 days; otherwise that one is skipped, so an old picture is never sent as new.
  • A report covers what Microsoft 365 shows. Each framework report says which of its requirements Microsoft 365 cannot evidence, such as physical security or backups of on-premises systems.

How we count

Frameworks checks are mapped to
20Counted from the frameworks the checks are mapped to
Security checks
179Counted from the product’s catalogue of checks

Every figure on the site, and the code it is counted from

Next chapter04 Devices and assets

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Connect one tenant. Send its first report.

Read-only towards your tenants, except the changes a person approves. Connect a client; when its first assessment finishes, build its report.

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14 days of daily monitoring and alerts, every finding with its fix guide, and reports on up to 3 tenants, from your first connected tenant. No card. Then choose the plan that fits.