Report Parts Overview

A Strategy Overview Report is made up of parts: the individual sections that make up your TSM deliverable. Each part serves a different purpose, and you control which parts appear, in what order, and how they're configured.
​

This article explains every available part type so you can decide which ones to use and how they fit together.
​

You can add, remove, reorder, and configure parts in two places:

Go to Settings > Strategy Templates > [Your Template] > Parts. Changes here apply to every new Report created from this template.

Click Settings at the top of an open Report, then go to Current Report Settings. Changes here only affect the current Report.

When you make changes at the template level, the system saves them for all new Reports automatically. To push changes to existing draft Reports, use the Apply Changes to All Drafts button. From within a Report, use Apply to Current Report.
​

A text part designed for your Report's title page. It includes a text editor with template macros: dynamic variables that auto-populate with Report-specific data like company name, date, and preparer.
​

Setting up a Cover Page: 1. Add a Cover Page part to your template 2. Design your Cover Page using the text editor 3. Use the available macros (listed near the editor) so the cover auto-fills for each client 4. Apply to all drafts
​

Tip: If you're using a Cover Page, uncheck the Logo option in your Presentation/Display settings to avoid redundancy.
​

A text part for a brief overview of the client's IT health and strategic direction. Think of this as what a CEO or CFO would read to get the big picture in 2-4 sentences.
​

Best practice: Keep it short and focused on outcomes. Don't repeat details from the Assessments. Summarize the key themes and top priorities.
​

A widgets-based part that gives a visual summary of key metrics. You can add widgets for Health Scores, progress charts, and other data visualizations.

Best practice: Place this near the beginning of the Report to give clients a visual snapshot before diving into details. It works especially well in Present Mode as an opening slide.
​

The core evaluation of your client's IT environment. Items are organized into groups, with grades, statuses, risks, solutions, and budgets. All column and item setup comes from your template settings.

This is typically the most substantial part of any TSM.
​

Shows the grade icons and their descriptions so clients understand what each grade means. The legend text is configurable under Settings > Templates > [Your Template] > Parts > Assessments > Grade.
​

Tip: Place this right after the Assessments part so clients have the key when they need it.
​

Embeds a client plan directly into the Report. You can add multiple Plan parts if a client has separate plans for different areas. Plan parts show live data from the source plan.

Shows your client's technology data: devices, assets, and configurations organized by group. This part pulls from the Technology Module and is the primary way technology data appears in your TSM.
​

Note: This replaces the older "Assets" part. If your template still has an Assets part, consider removing it and using Flexible Items instead for access to more data sources and configuration options.

Shows the grade icons and descriptions for your technology data, similar to how the Assessments Legend works for Assessment items. Configure it under your template's Flexible Items settings.

Shows a projected timeline of IT initiatives and projects organized by year and quarter. Pulls items with budgets from your Assessments, Plans, and Flexible Items.
​

Shows the financial view of planned IT spending in a table format with cost breakdowns by quarter and month. Like the Roadmap, it pulls from Assessments, Plans, and Flexible Items.
​

Shows contact records pulled from your PSA integration. You can configure which columns appear and how contacts are displayed. Contacts can also be merged with Office 365 user data to show a combined view of PSA contacts and Microsoft 365 license information in a single part.

Displays Microsoft 365 data for a client, including user accounts, license assignments, and MFA status. Requires the Office 365 integration to be connected for each client tenant. Like the Contacts part, Office 365 data can be merged with PSA contacts for a combined view.

Shows live service ticket data pulled from your PSA. This part is available for integrations that support ticket syncing. Use it to review open tickets, trends, or service activity with your client during the TSM.
​

A custom part with a rich text editor and an internal notes area. Notes are hidden from Display and Present modes, only visible in Build Mode.

Use Text Parts for any custom content: meeting agendas, discussion topics, action items from previous meetings, or supplementary information that doesn't fit other part types. You can add as many Text Parts as you need.

A part for linking to external documents like Lucidchart diagrams, Google Docs, or other web-based content. When you add this part to a template, you can set different links for each client on one page without opening every Report individually.
​

You can add as many External Content parts as you need. Make sure to share access to the external content with anyone who needs to view it.
​

Similar to External Content, but for embedded content like BrightGauge dashboards or other embeddable widgets. Paste your embed link and it renders inside the Report.
​

Like External Content, you can set links per client from the template level. You can add as many Embed Content parts as you need. Sharing access to the embedded source is required.
​

There's no single right way to organize your parts, but here's a common structure that works well for most TSMs:

Start with this structure and adjust based on your client conversations. Some vCIOs prefer the Plan before the Assessments; some skip the Roadmap for simpler clients. Parts like Contacts, Office 365, and Tickets are valuable additions when you have the integrations connected and want to bring that data into the TSM conversation.