One-time security assessment report

Prerequisites

• Role must be tenant_admin, partner_admin, or super_admin.
• Tenant should have connector telemetry and incident activity in the chosen lookback period.
• Reports page should load without authentication or tenant-switch errors.

Generation workflow

1. Open Reports -> Identity Security Assessment.
2. Select lookback window (7, 14, 30, 60, 90, or 180 days).
3. Click Generate new assessment and wait for report creation.
4. Review executive summary, topline metrics, and coverage/containment sections.
5. Click Download PDF to export a customer-facing snapshot.

What the report includes

• Identity landscape (identity counts and licensing mix).
• Unwanted access, shadow workflows, and rogue application indicators.
• SOC findings and open-vs-resolved incident context.
• Containment action mix and telemetry coverage evidence.

Troubleshooting

• If report list is empty, generate a new assessment first.
• If generation fails, verify current tenant has sufficient data and connector ingestion has run recently.
• If PDF download fails, retry from a freshly loaded report row and confirm browser download permissions.