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7. Present and deliver QBR report

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

One is to use the Dashboard which comes with nice visual elements, but it’s also easy to navigate by using all the shortcuts located at the top of the page, and it works really well via ZOOM, Teams or other similar tools. You can also customize the dashboard and hide certain sections if you want to simplify your presentation. Follow this link to change the layout.

Second option is to generate a PDF report and deliver it in person. To make changes navigate to Reports -> Dashboard & Report Setting

You can show/hide sections, edit the Summary page content as well show/hide extra column in section tables

In the lower section you can show/hide table columns as well as Schedule Reports.

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

Previous 6. Perform QBR Audit