Merge pull request #313508 from habibaum/23Mar-reports

Reports articles

Author: ttorble

articles/migrate/how-to-build-a-report.md

@@ -0,0 +1,79 @@
+---
+title: Build an Azure Migrate Report 
+description: Build Azure Migrate reports to analyze discovered on-premises servers and workloads and generate insights for migration planning.
+author: habibaum
+ms.author: v-uhabiba
+ms.topic: how-to
+ms.service: azure-migrate
+ms.date: 03/25/2026
+monikerRange:
+# Customer intent: As an IT administrator managing migration resources, I want to tag workloads with relevant attributes, so that I can enhance resource organization and visibility during the migration process.
+---
+
+# Build a report (preview) 
+
+This article explains how to build a report (preview) for on‑premises servers and workloads by using Azure Migrate. After completing this article, you’ll be able to generate a report by selecting the appropriate report type, migration preferences, and configuration options in an Azure Migrate project.  
+
+In this article, you’ll learn how to:
+
+- Create a report on Azure Migrate.
+- Select the appropriate report type, migration preferences, and configuration options.
+- Generate the report to review insights about your discovered servers and workloads.
+- After completing this section, you can generate migration and modernization reports.
+
+## Prerequisites 
+
+Before you build a report, ensure the following:
+
+- You’ve created an Azure Migrate project. You can use an existing project if it is available.
+After the project is created, the Azure Migrate: Discovery and assessment tool is automatically added. 
+- You’ve discovered your IT estate using one of the supported discovery sources for your scenario. 
+- All discovery errors are resolved.
+
+### Recommendation
+
+To improve the report accuracy, we recommend the following actions:
+
+- Enrich your data by defining the environment, migration intent, and application.
+- Define environment and migration for your [workloads to enrich your data](resource-tagging.md).
+- Specify [associated applications](define-manage-applications.md).
+- Enable application auto‑discovery and review the [discovered applications](resource-tagging.md) for accuracy.
+
+## Build report
+
+To build a report, follow these steps:
+
+1. From **All projects**, select your project. 
+
+    :::image type="content" source="./media/how-to-build-a-report/migrate-projects.png" alt-text="The screenshot shows how to select your project from the Migrate projects." lightbox="./media/how-to-build-a-report/migrate-projects.png":::
+
+1. On the left pane go to **Manage**, and then select **Reports** (Preview).
+
+    :::image type="content" source="./media/how-to-build-a-report/manage-section.png" alt-text="The screenshot shows how to access and select reports." lightbox="./media/how-to-build-a-report/manage-section.png":::
+
+1. On the **Generate Report** page, do the following:
+    1. **Name**: Enter a name for the report. The report name must be unique within the project.  
+
+    :::image type="content" source="./media/how-to-build-a-report/generate-report.png" alt-text="The screenshot shows how to generate report." lightbox="./media/how-to-build-a-report/generate-report.png":::
+
+    1. **Type**: Select the report type to generate. For more information, see the [supported report types](reports-overview.md#types-of-reports). 
+    1. **Migration preference**: Select the required migration preference. For more information, see [migration preferences](reports-overview.md#migration-preferences-in-azure-migrate-reports).
+    1. **Configuration**: Choose the required configuration to generate the report. For more information, see [report configuration](reports-overview.md#report-configuration).
+    1. Review your selections, and then select **Build report**. 
+
+1. Creating a report by using configurations from an existing assessment takes approximately 15 minutes. Creating a report by defining configurations from scratch takes approximately 1 hour.
+
+### Download the report
+
+To download a report, follow these steps:
+
+1. Go to the **Reports** section to view the list of reports created so far.
+1. For the report you want to download, select **Download**.  
+
+    :::image type="content" source="./media/how-to-build-a-report/download-report.png" alt-text="The screenshot shows how to download report." lightbox="./media/how-to-build-a-report/download-report.png":::
+
+1. Select the required report type, and then select **Download**.
+
+    :::image type="content" source="./media/how-to-build-a-report/report-types.png" alt-text="The screenshot shows how to select the report types and download." lightbox="./media/how-to-build-a-report/report-types.png":::
+
+ 

articles/migrate/media/how-to-build-a-report/download-report.png

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+---
+title: Azure Migrate Reports Overview 
+description: Learn how Azure Migrate Reports help you create decision‑ready reports with insights into security, readiness, cost, ROI, and migration strategies for Azure planning
+author: habibaum
+ms.author: v-uhabiba
+ms.topic: how-to
+ms.service: azure-migrate
+ms.date: 03/25/2026
+monikerRange:
+# Customer intent: As an IT administrator managing migration resources, I want to tag workloads with relevant attributes, so that I can enhance resource organization and visibility during the migration process.
+---
+
+# Overview of Azure Migrate reports (preview)
+
+Azure Migrate reports provide a summarized view of Migration and modernization opportunities to Azure. They include insights on workload readiness, security, and costs to help you prioritize workloads and make informed migration and modernization decisions. Reports can be generated after successful discovery and inventory enrichment.
+ 
+## What are Azure Migrate reports? 
+
+Reports in Azure Migrate provide decision-ready insights by summarizing your discovered estate and highlighting migration and modernization opportunities across applications, infrastructure, and data to support planning and stakeholder decision-making.
+
+Depending on the selected report type and scenario, reports can summarize insights such as:
+- Workload and application summary across your discovered estate, including web apps, databases, and file servers.
+- Security insights and vulnerability summary for discovered workloads.
+- Utilization summary for workloads across the estate.
+- Software inventory summary, including the types of software supporting your applications.
+- Total cost of ownership (TCO) and return on investment (ROI) considerations for migration and modernization scenarios.
+- Value realization of Azure, including potential savings through Azure benefits, management solutions, and pricing options.
+- Readiness, target recommendations, and Azure cost insights for workloads based on the selected migration preference. 
+- High-level migration wave plan to support phased migration planning.
+- Exportable, read-only outputs available in PowerPoint and Excel formats.
+ 
+## Types of reports 
+
+Azure Migrate provides the following reports to help you assess your environment and plan your migration and modernization journey:
+
+- [Azure modernization and migration report](#azure-modernization-and-migration-report).
+- [Security insights report](#security-insights-report).
+
+### Azure modernization and migration report
+
+The Azure modernization and migration report provides a consolidated view of migration and modernization opportunities across applications, infrastructure, data, web apps, file share servers, and software.
+
+This report helps you:
+
+- Understand your current environment and infrastructure.
+- Assess security and vulnerability posture.
+- Identify software that supports your applications.
+- Determine recommended Azure target services, readiness, SKUs, and estimated Azure costs for your selected migration strategy.
+- Evaluate return on investment (ROI), business value, and potential savings to support stakeholder discussions and executive decision-making.
+
+[Learn more](#migration-preferences-in-azure-migrate-reports) about the migration strategies supported by the Azure modernization and migration report.
+
+### Security insights report
+
+The Security insights report provides an overview of the security assessment for infrastructure, software, web apps, and databases discovered in your datacenter.
+
+This report helps you:
+
+- Understand your overall security posture
+- Identify vulnerabilities in your on-premises environment
+
+## Migration preferences in Azure Migrate reports
+
+When you build a report, choose from two migration preferences:
+
+- If you want a slightly more formal Learn tone (optional variant):
+- When generating a report, select one of two migration preferences.
+
+
+| **Migration Strategy** |  **Details**  | **Assessment insights**|
+| --- | --- | --- |
+| **Modernize (Platform as a Service)** | You can get a PaaS preferred recommendation that means, the logic identifies workloads best fit for PaaS targets.<br><br>General servers are recommended with a quick lift and shift recommendation to Azure IaaS. | For SQL Servers, sizing and cost comes from the Recommended report with optimization strategy - *Modernize to PaaS* from Azure SQL assessment.<br><br>For web apps, sizing and cost comes from Azure App Service and Azure Kubernetes Service assessments, with a preference to App Service. For general servers, sizing and cost comes from Azure VM assessment.<br><br>All of these recommendations are aggregated using the heterogeneous assessments. |
+| **Migrate (Infrastructure as a Service)** | You can get a quick lift and shift recommendation to Azure IaaS (Azure VM or Azure AVS). | **When Lift and Shift to Azure VM is selected:**<br>For SQL Servers, sizing and cost comes from the *Instance to SQL Server on Azure VM report*.<br><br>For general servers and servers hosting web apps, sizing and cost comes from Azure VM assessment.<br><br>All of these recommendations are aggregated using heterogeneous assessments.<br><br>**When Lift and Shift to Azure VMware Solution is selected:**<br>For all general servers, hosted on VMware, sizing and cost comes from Azure VMware Solution (AVS) assessment.<br><br>All of these recommendations are aggregated using the heterogeneous assessments. |
+
+Reports surface Azure recommendations from heterogeneous assessments and provide direct access to those assessments. To review sizing, readiness, and Azure cost estimates in detail, open the relevant assessment for the selected applications or workloads.
+
+### Discovery sources
+
+Create a report using either of the following discovery methods:
+
+- **Azure Migrate appliance or Azure Migrate collector–based discovery**: Provides the most accurate inventory, metadata, and performance data.
+- **CSV import**: Provides a quick estimate when inventory data is available in CSV format.
+
+### Report configuration
+
+Configure report generation in one of the following ways:
+
+- **Define configuration**: Specify the scope, settings, and configuration to use when generating the report.
+- **Use configuration from an existing assessment**: Select an existing assessment and reuse its scope, settings, and configuration to generate the report.
+
+
+## Next steps 
+
+- Learn how to [build a report](how-to-build-a-report.md). 

articles/migrate/media/how-to-build-a-report/generate-report.png

@@ -137,6 +137,12 @@ items:
     href: how-to-build-a-business-case.md
   - name: Review business case
     href: how-to-view-a-business-case.md
+- name: Create Reports
+  items:
+   - name: Overview reports
+     href: reports-overview.md
+   - name: Build a report
+     href: how-to-build-a-report.md
 - name: Plan migrations
   items:
   - name: Assessments

articles/migrate/media/how-to-build-a-report/manage-section.png

@@ -16,9 +16,10 @@ ms.custom: mvc, engagement-fy25
 
 [Azure Migrate](migrate-services-overview.md) helps you discover, assess, and migrate on-premises servers, apps, and data to the Azure cloud platform. This article summarizes new releases and features in Azure Migrate.
 
-
 ## Update (March 2026)
 
+- Public preview: Azure Migrate now offers **Reports** a new experience that helps you generate executive-level insights for migration and modernization planning. Reports include migration and modernization executive summaries, security insights, and business case insights for workloads discovered in Azure Migrate. You can tailor reports to different migration strategies, such as modernizing to **PaaS (AI‑ready), migrating to Azure Virtual Machines**, or rehosting to **Azure VMware Solution (AVS)**. Reports help you assess your application and infrastructure landscape by providing readiness analysis, target recommendations, and cost guidance, including TCO and ROI comparisons between on‑premises environments and Azure. Reports also deliver security insights and cost optimization recommendations, such as savings through Azure Hybrid Benefit, Reserved Instances, and dev/test pricing, and recommend related services like Azure Backup, Azure Site Recovery, and Microsoft Defender for Cloud. [Learn more](reports-overview.md).
+
 - Public preview: Azure Migrate now offers Azure Copilot migration agent, which provides a conversational experience to help you plan and analyze VMware migrations using Azure Migrate data. You can use natural language prompts to explore inventory, assess readiness, and evaluate migration strategies and business cases, while migration execution continues in the Azure Migrate portal. [Learn more](azure-copilot-migration-agent.md).
 
 ## Update (November 2025)