The “Export” button in the “Overview” tab allows you to download a customizable and schedulable report of your Microsoft 365 environment's health status. This report offers insights into Playbook and policy compliance, facilitating internal processes and enhancing communication with stakeholders.
Export guide
To export the Governance Center data, navigate to the “Governance Center” in the side menu and select the “Overview” tab. At the top-right corner of this page, click the “Export” button, which will open a modal window.
Custom export
Step 1: Upload logo
You can upload your company's logo to personalize the document. To do this, click on “Choose a file” or drag and drop the image into the “Custom logo” box located in the top-left corner. The system will automatically format the size of the logo.
Step 2: Select comparison trends
Customize your report to show whether your policy compliance has improved or decreased compared to a previous period. Options include comparison with the previous month, quarter, or year. This trend will be highlighted in the second column of the first report in the document, with a green upward arrow indicating a positive trend and a red downward arrow indicating a negative trend.
Step 3: Select top policies
On the right side of the modal window, all enabled policies are displayed. Here, you can choose the policies you wish to include in the report. You have the freedom to select an entire Playbook, individual policies, or even no policies at all. Once you've made your selections, click “Next” to proceed.
Schedule settings
If you wish to schedule this report to be sent to one or more recipients, toggle on the “Enable schedule” option. When enabled, three new sections will appear below.
Step 4: Schedule settings
Set up your desired recurrence for the email to be sent. Recurrence options include daily, weekly, or monthly. Check the “No end date” box if you don't want to set an end date. The email will contain your exported health check to download in a .doc format.
Step 6: Recipient
Enter the email address(es) of the recipient(s) to whom you wish to send the report.
Step 7: Email settings (optional)
If desired, you can personalize the email subject line and body in this section.
Review and complete
In this section, you can review the document prior to exporting it. The first page will include the following information:
- Tenant status: display name, ID, and date of the report.
- Overall tenant grade: CoreView's evaluation based on unresolved critical and warning policies detected. A policy breakdown by severity levels is also included.
- Playbook policies report: this report includes all Playbooks available in your tenant, regardless of the selection made in Step 3. The table contains the compliance score for each Playbook, the previously selected comparison trend, the number of enabled policies, and a breakdown of their statuses.
The following pages of the document include a table for each policy selected in Step 3, printed under a summary of the enabled policies' status in the Playbook they belong to.
Each table contains detailed information about the policy:
- Policy status: compliant or not, marked in a color that also indicates the policy status.
- Severity level: this can be critical (red), warning (yellow), informational (blue), or compliant (green).
- Matched items: the number of items above the threshold detected by the policy.
- Out of: the total number of items forming the basis of the original report on which the policy query has been constructed. For example, if the policy is “Public Teams group”, the “Out of” value represents the total number of Teams groups in the Tenant.
- %: this percentage is calculated based on the numerical value for “Out o” and the number of “Matched items”.
- Trusted items / Exceptions: former matched items that have been validated and trusted (in the case of Entra Apps policies) or set as exceptions (for any other Playbook) by an admin.
Export
Click on the green “Export” call-to-action button to download the report in a .doc format.