Help Center
Assessments & reports
Run and schedule assessments, read the report and download the Word and PowerPoint files.
Articles
- Running an assessmentStart a read-only assessment of a connected customer from its page or the Dashboard, and follow its progress until the report is ready.Member, Admin or Owner
- Scheduling recurring assessmentsAssess a customer automatically every week, month or quarter at a local time you choose. Each scheduled run counts as one assessment.Admin or Owner (everyone can view)
- Reading the reportHow the HTML report is organized: the executive briefing, severity labels, the remediation timeline, chapters per area and reference data, plus dark mode and PDF.Everyone (Viewer and up)
- Comparing assessments and tracking changesSee what changed since the last assessment of a customer: new and resolved findings, severity changes, headline metrics and configuration changes, plus a trend over time.Everyone (Viewer and up)
- Downloading the Word and PowerPoint deliverablesEvery completed assessment includes an executive summary in Word and an executive briefing in PowerPoint, ready for board packs and quarterly reviews.Everyone (Viewer and up)
- The Sales Guide and project pipelineOn MSP plans every assessment also produces an internal Sales Guide: sellable remediation projects priced with your rate card, license opportunities and talk tracks, plus a pipeline to track them per customer.Member and up (rate card: Admin and up)
- Deleting an assessmentPermanently delete a finished assessment and all its report files. The run is not returned to your quota.Admin or Owner
- Why a section was skipped or is missingA report only shows areas that were collected successfully. Here are the reasons a section is skipped and how to fix each one.Admin or Owner fixes most causes
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