REP · Reports & Analytics
The Client QBR Pack
What's in it and how to schedule it.
4 min read
The Client QBR Pack combines executive KPIs, an inventory summary, spend and renewals, and what's due into one branded PDF built specifically for a client review meeting. It's built live from the organisation's current data every time you preview or download it. If the organisation has a Microsoft 365 security assessment less than 90 days old, the pack also picks up a Secure Score KPI and a security checklist section; a stale or missing assessment is quietly left out rather than presented as current.
- 01
Open Insights → Reports
The QBR Pack sits at the top as the hero card, with the individual reports it draws from underneath, grouped by category.
- 02
Preview or download
Preview opens it in the browser first; Download PDF generates the file directly.
- 03
Set up auto-email (optional)
The "Auto-email to owners and admins" control on the QBR Pack card can send it automatically on the 1st of each period — set it from Off to Monthly or Quarterly. It goes to the organisation's owner and its admins; plain members aren't included.