7. Present Findings, Recommendations, IT Budget and deliver QBR report

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You have two options to present the audit results to your clients.




Is the best way to interactively present high level summary of findings and recommendations. It’s optimized for virtual QBRs but can also be presented on a conference room TV during a face to face client meeting

You can customize the dashboard and hide certain sections if you want to simplify your presentation.


You can also generated  a report which can be shared via ZOOM, emailed to the client and printed. To make changes navigate to Reports and Dashboard Designer



You can show/hide sections, edit the Summary page content as well show/hide extra columns in Column Settings tab or customize the Trends and Topics

You can schedule report under Reports and Dashboard Designer -> Report Schedules


The second report you can print out is the IT Asset Report

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