Reports & exports

Reports the board will actually read.

Finance, IT and security each want a different cut of the same scan. Copilot Insights produces all three, in a shape you can forward to someone who will never sign in to the product.

Three packs

One scan, three audiences

The same numbers, framed for the person who has to act on them.

CIO / CFO — executive ROI

What Copilot costs this year, what share of it is earning its keep, what can be reclaimed, and what next term should be bought at. Written in cash, not in seats.

IT — reclamation & adoption

The working document: which users to reclaim, which to reassign, where adoption has stalled and which apps to push next. Every row traceable to a user.

CTO — posture & agent sprawl

The agent estate, its risk flags and how it has grown since the last scan — the paper a governance board can take a decision from.

See it in action

From dashboard to board pack

Copilot Insights Copilot ROI executive summary report
Executive summary

The ROI story on one page

Spend, adoption, reclaimable licences and the recommended actions, written for a reader who will never sign in to the product. This is the page that goes in the board pack.

  • Monthly and annual spend against reclaimable
  • Adoption rate and trend since the last scan
  • Top recommendations with their saving
Copilot Insights report library
Report library

A pack per audience

Finance, IT and security each want a different cut of the same scan. Rather than one report everybody half-reads, Copilot Insights produces the three they each actually need.

  • CIO/CFO executive ROI summary
  • IT reclamation and adoption pack
  • CTO security posture and agent sprawl
Copilot Insights scan history
Snapshots

Progress, not a single reading

Every scan is kept, so a report can show the direction of travel. At renewal that is the difference between a claim and an argument.

  • On-demand scans, minutes to run
  • Snapshot history per tenant
  • Trend of spend, adoption and agent count
Formats

However the reader wants it

PDF

Formatted for reading and forwarding. The executive summary stands on its own without the product behind it.

CSV

The underlying rows, for a finance model, a licensing spreadsheet or your own BI.

Scheduled ROI digests

Email summaries on a schedule, so stakeholders stay current without anyone remembering to send them.

Per-tenant, for MSPs

The same packs produced per client tenant, so a quarterly review is a run-and-send rather than a rebuild.

Run one scan and read the report.

The free plan produces a full read-only ROI scan on your own tenant — enough to see exactly what the executive summary would say about your estate.

Read-only · activity metadata only · never prompt content

LogiSam Assistant Guided help & instant answers

Answers come from this website. Privacy policy

↑↓ to navigate ↵ to open