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Summary
Status verdict One line on how the client is doing, coloured by its worst finding. Add
Plain-English summary A few sentences on what was checked, what changed and what it costs, written from the data. Add
This month's commentary What the technical lead wrote for the month under Month-end. Left out until something is written. Add
Key figures Headline numbers with their change since last month. Add
Checks by severity A bar of the failing checks by severity, with the totals. Add
Secure Score trend Microsoft Secure Score over time, as a chart. Add
Recommended next steps Numbered actions: the account team's curated list for the month when there is one, else the worst failing checks. Add
Three-month trend Secure Score at the end of each of the last three months, and findings found and fixed in each. Add
Checks
Failing checks Each failing check with what to do and the accounts or settings affected. Add
Checks that pass A tick list of everything in good shape. Add
Accepted risks Exceptions that were reviewed and agreed, with who accepted them. Add
Checks not run Checks that need data or a licence the tenant doesn't have. Add
What changed Findings fixed and new since last month, and changes in Microsoft 365. Add
Fixed this quarter Everything fixed in the last three months, grouped by check. Add
Projects The projects worth doing, with where each one stands, and the quick fixes. Add
Licences and data
Licences Paid licences: bought, assigned, unassigned and what is wasted. Add
Licence spend What the paid licences cost a month and a year, and what part of it is wasted. Add
Coming up Renewals, expiring credentials, filling mailboxes and risk reviews due in the next 90 days. Add
Table from a detail report The first rows of any detail report, with its headline figures. Add
Insurance questionnaire answers The questions cyber insurers ask, answered from the data. Add
Text and layout
Heading A section heading, with an optional line under it. Add
Text Paragraphs of your own words. A blank line starts a new paragraph. Add
Contact card Who to call: the MSP's name and contact line from Branding. Add
Page break Starts a new page in the PDF. Add
About this report How and when the data was read, in the small print. Add
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