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Spotto Reporting: Create Editable SDM Reports

Overview​

Service Delivery Reports turn the data already connected to Spotto into a customer-ready Word document for a reporting period.

Where to find it​

Open a company and go to Generate → Documents → Service Delivery Reports. The report library lists saved reports by period. Start with New Report, or use Report Next Period on an issued report to carry its choices forward. Batch Reports exports the same period for several child companies.

How a report is built​

Building a Service Delivery Report takes five steps. 1 Period & Scope: pick the customer, subscriptions that share one currency, and a monthly, quarterly or custom period; you can start from an earlier report's choices. 2 Included Sections: tick whole groups, sections or subsections; the Executive Summary is always in; detailed lists show the top 10, 25 (default), 50 or all rows. 3 Branding & Layout: Monthly Insights, or the company's Word template if one is set in Brand Templates; shown here, changed in company settings. 4 Preview & Export: generate, edit the draft inline, accept AI Coach tracked edits, use Enhance with AI to rewrite the summary, and Export Word to download the .docx. 5 Mark as Issued: keeps the exact Word file and the next period compares against it; share it as a read-only link open to anyone or restricted to named people and domains, with an expiry date. Example Monthly Insights document for Contoso, August 2026, 5 of 12 Azure subscriptions: cover, Contents, then chapters 1 Summary (Executive Summary, always in), 2 Cost (Azure Spend, Detailed Monthly Report Azure, Cost Saving Recommendations), 3 Availability (Public Cloud Platform Incidents, Server Uptime), 4 Performance (Optimization Report, VM Snapshots, Resilience & Recovery), 5 Compliance (Regulatory Compliance, Tagging, Azure VM Patching, Service Advisor), 6 Security (Governance & Security), then Dashboard Views only when you add dashboard widgets, and Appendix: Report Scope only when the cover can't name every subscription. Empty chapters are left out and the numbers close up.Building a Service Delivery Report takes five steps. 1 Period & Scope: pick the customer, subscriptions that share one currency, and a monthly, quarterly or custom period; you can start from an earlier report's choices. 2 Included Sections: tick whole groups, sections or subsections; the Executive Summary is always in; detailed lists show the top 10, 25 (default), 50 or all rows. 3 Branding & Layout: Monthly Insights, or the company's Word template if one is set in Brand Templates; shown here, changed in company settings. 4 Preview & Export: generate, edit the draft inline, accept AI Coach tracked edits, use Enhance with AI to rewrite the summary, and Export Word to download the .docx. 5 Mark as Issued: keeps the exact Word file and the next period compares against it; share it as a read-only link open to anyone or restricted to named people and domains, with an expiry date. Example Monthly Insights document for Contoso, August 2026, 5 of 12 Azure subscriptions: cover, Contents, then chapters 1 Summary (Executive Summary, always in), 2 Cost (Azure Spend, Detailed Monthly Report Azure, Cost Saving Recommendations), 3 Availability (Public Cloud Platform Incidents, Server Uptime), 4 Performance (Optimization Report, VM Snapshots, Resilience & Recovery), 5 Compliance (Regulatory Compliance, Tagging, Azure VM Patching, Service Advisor), 6 Security (Governance & Security), then Dashboard Views only when you add dashboard widgets, and Appendix: Report Scope only when the cover can't name every subscription. Empty chapters are left out and the numbers close up.

A company template keeps its own structure: download the starter from Brand Templates, arrange or remove its sections in Word, keep the placeholders Spotto should fill, then upload it. Company templates need the Branded Reporting feature set; without it, reports use Monthly Insights. Work Performed in the Period (visible PSA ticket activity for the period) prints only in a template that keeps its placeholder; Monthly Insights has no chapter for it.

Preview edits and AI Coach suggestions reach the .docx when Spotto can map them safely back to the Word document. Before sending, check customer-specific wording, commitments, dates and next actions.

Billing coverage matters​

Cost sections only use subscriptions with billing data for the period; everything else covers the full selected scope. Check the billing coverage notice before you export.

Data used​

Spotto uses whichever connected signals are available for the scope, including recommendations, billing, Secure Score history, review checklists, service retirements, commitments, tickets and company objectives. If a signal is missing, the report shows a gap instead of making a claim.

Some sections need an extra Azure role on the cloud account. For example, Server Uptime reads each server's boot time and heartbeat from Log Analytics, so it needs Log Analytics Reader and servers that report to a workspace. See what each permission unlocks.

Utilisation sections​

The Cost Optimization part of Cost Saving Recommendations starts with Oversized Resources and Schedule Candidates, followed by Other Recommendations. If an open recommendation covers a resource listed in Oversized Resources or Schedule Candidates, it appears on that resource's row as the Recommended Action and is not repeated under Other Recommendations. Savings estimates in these parts can overlap, so the report doesn't add them together. The headline savings figure is still the total of open recommendations.

Resilience & Recovery contains Backup Summary and Recovery Capabilities, which lists backup, replication and other recovery capabilities for each resource.

These sections use the same scan data as the At a Glance story pages, but show up to 50 resources per resource type and say how many were left out. Resources with no telemetry appear under Billed but Not Observed. Subscriptions not scanned since this change show awaiting the next scan.

Troubleshooting​

The report says data is pending​

What you're seeing: Generation stops with a message that Spotto is still loading named data, and no report is generated.

Likely cause: One or more sources did not settle before the readiness limit.

How to fix: Wait a moment, then generate the report again.

Cost sections cover fewer subscriptions than selected​

What you're seeing: Cost commentary covers fewer subscriptions than you selected.

Likely cause: Some selected subscriptions do not have billing data for the selected period.

How to fix: Check the billing coverage notice, change the period, or wait for billing data to complete.

An edit is missing from export​

What you're seeing: A preview edit is missing from the exported Word document.

Likely cause: The edit changed the preview structure enough that Spotto could not map it safely back to the Word document.

How to fix: Keep edits to existing body paragraphs where possible, then export again.