The Security Business Review is an update to the previous "ROI Report". This multi-page report is designed to give MSPs a streamlined way to discuss security risks and demonstrate value directly with customers.
What's New?
This new report provides a summary of security activities, compares current and past data to track progress, and includes a behavioral analysis to identify user habits and potential vulnerabilities.
The business review can be spun up on-demand but will also be automatically generated on a monthly or quarterly basis (depending on preferences). An email can be auto-sent to admins to keep them informed when a scheduled report is ready.
Here's a breakdown of what the report includes:
Cover Page: White labeled (branded) to include the MSPs logo and contact info and the details of the specific company (industry & size).
Security Summary: Overview of digital assets, financial exposure, security score over time and a breakdown of all detections & responses within the given time period.
User Posture: Analyzes detections tied to specific users, including cloud behavior, completion of security awareness training and response to phishing simulations.
Email, External Assets, Endpoint and Cloud Data each have dedicated sections to show the detections & responses as well as specific breakdowns of assets and threats.
Glossary & Common Threats: The report wraps up with a glossary to explain terminology that may be unfamiliar to the customer as well as common threats to facilitate broader security conversations.
Create, Schedule & Auto-Send
The on-demand version of the report can be created from the "New" button on the top bar, the Growth Hub, Customer page or from the Reports page.
There is a new design to the Reports page that now combines the Prospecting Report with the Security Business Review. Settings for the scheduled report can be managed in the new "Security Business Review" tab.
Scheduling can be set for monthly and/or quarterly
Auto-send will email MSP admins when the report is ready
