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New Radar Report for Office 365: Executive Reports

14 Dec 2018 by Doug Davis

This article refers to our former reporting, security, and management products. We have now integrated these products into Nova, an all-new Office 365 management platform. Find out more

Sometimes you need to tell a story with the reporting data you have collected. This can be used to better illustrate a specific problem, to articulate a particular finding or just to better present data to those who regularly consume it.

There is so much data available in Radar Reporting, and countless ways to group the information into detailed reports for all areas of Office 365. However, if you’re compiling multi-report presentations this means you’re going into all different reporting areas, to gather and print a lot of different reports. Wouldn’t it be better to gather all that information and present it in the context of a single document? We thought – yes, and with that in mind, we introduce the Executive Reports feature.

The Executive Report allows you to create a focused customized report with specific guidance around the data. Every report in Radar that has data is available for inclusion in the executive report.

The Executive Report is available in its own node under the name Exec Reports.

Multiple reports can be created and each focused on a particular data set. To get started, select Create new report from this node.

You will be presented with a menu of options to help you create the customized text that will go into the report. First, enter the name of the report. It should reflect the focus of the report and the audience that the report is being created for.

Next, you can create an Executive Summary to provide any necessary context and link the report set to a specific project or initiative.

There is default text provided in all the sections to help you frame your report, but you can put in whatever you like. Here’s an example summary for adoption:

Then it’s time to select your reports. As you can see below, you simply need to ‘toggle on’ the reports you need in the right-hand column.

Since the example we’re creating here refers to “Teams Adoption”, select reports that make the most sense for the findings.

Next up is a text box for you to summarize your key findings. As with the Executive Summary, it is very important that you review the data prior to the creation of the report, to make sure that these summaries and findings are fully supported by the data. It sounds simple, but as the figures could change while you compile this report, it’s important to check that your words match your data!

After Key Findings, you can add additional notes to the Overall Environment section. This area could be used to note any useful information or context about the environment, that might be present in the data. For example, if Teams usage spikes in the middle of October, you might want to note in here if there’s any activity that could explain that, e.g. a company-wide training session, Skype for Business was disabled, etc.

As a final step in the text insertion, you’ve got recommendations. This section is somewhat self-explanatory, but here’s where could put any recommendations formed from the data presented.

Now that the report is all ready, at the bottom of the Next Steps tab is the Generate Report button.

Click on the Generate button to start the process of creating the PDF. Depending on the number of reports included it can take up to an hour for the report to be ready. Once created, it will be emailed to the user that created it.  The report can also be accessed via the history button for the desired report.

Once the report is generated it will appear in the main library of reports. From there it is a simple matter of downloading the report when you need it.  If you hover over a report it will show the first page and some info.

There is also version control available, so if newer versions of the report are created you can still refer to the older ones.

Radar excels at making data available to you when you need it. The Executive Report is a useful addition that enables you to bring your reports to life, and provide an overarching context to the details you’re presenting. If you’re a Radar customer, you can try out the Executive Report right now, simply log into the app, and you should see it in your right-hand nav.

Not yet subscribing? Why not try Radar Reporting free for 14 days? No credit card or commitment needed. The setup process takes minutes, all you need is the following:

 

  • A Global Administrator account for your Office 365 tenant
  • Rights to create a service account within your Office 365 tenant

Click here to get started with a demo now!

 

Doug Davis is the Product Owner of the Radar tools at Quadrotech. Doug's career in Product Management spans over 20 years. During this time, he has managed products around the Microsoft technology stack for Quest Software, Dell Software and Cogmotive, as well as a stint in Big Data with Assent Compliance. Based out of Ottawa, Canada Doug is a graduate of Carleton University and an avid cyclist.