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

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In this article, you’ll learn how to:
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- Create a report in Azure Migrate.
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- Create a report on Azure Migrate.
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- Select the appropriate report type, migration preferences, and configuration options.
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- Generate the report to review insights about your discovered servers and workloads.
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- After completing this section, you can generate migration and modernization reports.
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Before you build a report, ensure the following:
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- You’ve created an Azure Migrate project. You can also use an existing project.
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- You’ve created an Azure Migrate project. You can use an existing project if it is available.
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After the project is created, the Azure Migrate: Discovery and assessment tool is automatically added.
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- You’ve discovered your IT estate using one of the supported discovery sources, based on your scenario.
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- All discovery errors are resolved before you generate the report.
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- You’ve discovered your IT estate using one of the supported discovery source for your scenario.
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- All discovery errors are resolved.
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### Recommendation
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We recommend the following actions to improve report accuracy:
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- Enrich your data by defining environment, migration intent and application.
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- Enrich your data by defining the environment, migration intent, and application.
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- Define the environment for your [workloads to enrich your data](resource-tagging.md).
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- Specify the migration [intent and associated applications](define-manage-applications.md).
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- Enable application auto‑discovery and review the [discovered applications](resource-tagging.md) for accuracy.
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## Build a Report
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## Build report
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To build a report, follow these steps:
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1. From All projects, **All Projects** select your project. [Picture 1]
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1. Go to **Manage**, and then select **Reports**.
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1. From **All projects**, select your project.
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:::image type="content" source="./media/how-to-build-a-report/migrate-projects" alt-text="The screenshot how to select your project from the Migrate projects." lightbox="./media/how-to-build-a-report/migrate-projects.png":::
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1. On the left pane go to **Manage**, and then select **Reports** (Preview).
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:::image type="content" source="./media/how-to-build-a-report/manage-section.png" alt-text="The screenshot how to access and select reports." lightbox="./media/how-to-build-a-report/manage-section.png":::
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1. In **Report name**, enter a name for the report. The report name must be unique within the project.
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1. On the **Generate Report** page, do the following:
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1. **Name**: Enter a name for the report. The report name must be unique within the project.
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:::image type="content" source="./media/how-to-build-a-report/generate-report.png" alt-text="The screenshot how to generate report." lightbox="./media/how-to-build-a-report/generate-report.png":::
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1. Select the report type to generate. For more information, see the supported report types.
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1. Select the required migration preference. Learn more about migration preferences.
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1. Provide the required configuration for generating the report. Learn more about report configuration.
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1. Review your selections, and then select **Build report**.
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1. **Type**: Select the report type to generate. For more information, see the [supported report types](reports-overview.md#types-of-reports).
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1. **Migration preference**: Select the required migration preference. For more information, see [migration preferences](reports-overview.md#migration-preferences-in-azure-migrate-reports).
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1. **Configuration**: Choose the required configuration to generate the report. For more information, see [report configuration](reports-overview.md#report-configuration).
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1. Review your selections, and then select **Build report**.
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**Report generation time**:
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- Creating a report takes approximately 15 minutes when you select configurations from an existing assessment.
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- Creating a report takes approximately 1 hour when you define configurations from scratch.
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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.
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### Download the report
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Follow these steps to download a report:
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To download a report, follow these steps:
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1. Go to the **Reports** section. All reports created so far are listed here. [Picture 1]
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1. For the report you want to download, select **Download**.
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1. Go to the**Reports**section to view the list of reports created so fa
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1. For the report you want to download, select **Download**. **Download Report** page opens.
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:::image type="content" source="./media/how-to-build-a-report/download-report.png" alt-text="The screenshot how to download report." lightbox="./media/how-to-build-a-report/download-report.png":::
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1. Select the required files, and then select **Download**.
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1. Select the required report type, and then select **Download**.
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:::image type="content" source="./media/how-to-build-a-report/report-types.png" alt-text="The screenshot how to select the report types and download." lightbox="./media/how-to-build-a-report/report-types.png":::
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## Next steps
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Learn more about how to review the generated reports.
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articles/migrate/reports-overview.md

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# Overview of reports (preview)
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Azure Migrate reports deliver decision-ready insights by consolidating key information across workloads, security, readiness, and costs. They help stakeholders evaluate Azure targets, business value, and migration strategies with a high-level view of the discovered estate. You can create reports after completing discovery, defining applications, and enriching the inventory with environment and migration intent details.
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Azure Migrate reports provide a high-level view of workload readiness, security, and costs to support migration decisions. Reports are available after discovery and inventory enrichment.
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## What are reports?
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Reports in Azure Migrate help you generate decision-ready executive reports for the modernization and migration of your discovered estate. These reports provide a high-level view of your environment, help evaluate migration and modernization options, and support communication of the business value of moving to Azure.
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Reports are designed to summarize your estate and highlight migration opportunities by bringing together key insights across applications, infrastructure, and data. The outputs are intended to support stakeholder discussions, planning activities, and informed decision-making.
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Reports summarize your estate and highlight migration opportunities by bringing together key insights across applications, infrastructure, and data. The outputs support stakeholder discussions, planning activities, and informed decision-making.
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Depending on the selected report type and scenario, reports can summarize insights such as:
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- Workload and application summary across your discovered estate, including web apps, databases, and file servers.
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- Value realization on Azure, including potential savings through Azure benefits, management solutions, and pricing options.
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- Readiness, target recommendations, and Azure cost insights for workloads based on the selected migration preference.
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- High-level migration wave plan to support phased migration planning.
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- The report generates exportable, read-only outputs in PowerPoint and Excel formats.
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- Exportable, read-only outputs available in PowerPoint and Excel formats.
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## Types of reports
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Azure Migrate provides the following reports to help you assess your environment and plan your migration and modernization journey.
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Azure Migrate provides the following reports to help you assess your environment and plan your migration and modernization journey: [Reports in...e decision | Word]
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- [Azure modernization and migration report](#azure-modernization-and-migration-report).
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- [Security insights report](#security-insights-report).
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### Azure modernization and migration report
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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.
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This report helps you:
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- Understand your current environment and infrastructure
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- Assess security and vulnerability posture
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- Identify software that supports your applications
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- Determine recommended Azure target services, readiness, SKUs, and estimated Azure costs for your selected migration strategy
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- Evaluate return on investment (ROI), business value, and potential savings to support stakeholder discussions and executive decision-making
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- Understand your current environment and infrastructure.
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- Assess security and vulnerability posture.
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- Identify software that supports your applications.
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- Determine recommended Azure target services, readiness, SKUs, and estimated Azure costs for your selected migration strategy.
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- Evaluate return on investment (ROI), business value, and potential savings to support stakeholder discussions and executive decision-making.
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[Learn more](#migration-preferences-in-azure-migrate-reports) about the migration strategies supported by the Azure modernization and migration report.
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## Migration preferences in Azure Migrate reports
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When you build a report, you can choose from two migration preferences:
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When you build a report, choose from two migration preferences:
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- If you want a slightly more formal Learn tone (optional variant):
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- When generating a report, you can select one of two migration preferences.
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- When generating a report, select one of two migration preferences.
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| **Migration Strategy** | **Details** | **Assessment insights**|
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| --- | --- | --- |
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| **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 heterogenous assessments. |
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| **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 the heterogenous 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 heterogenous assessments. |
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| **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. |
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| **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. |
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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.
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### Discovery sources
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You can create a report using either of the following discovery methods:
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Create a report using either of the following discovery methods:
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- **Azure Migrate appliance or Azure Migrate collector–based discovery**: Provides the most accurate inventory, metadata, and performance data.
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- **CSV import**: Provides a quick estimate when inventory data is available in CSV format.
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### Report configuration
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You can configure report generation in one of the following ways:
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Configure report generation in one of the following ways:
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- **Define configuration**: Specify the scope, settings, and configuration to be used when generating the report.
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- **Define configuration**: Specify the scope, settings, and configuration to use when generating the report.
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- **Use configuration from an existing assessment**: Select an existing assessment and reuse its scope, settings, and configuration to generate the report.
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