Report Builder

Build custom reports with configurable visualizations, filters, and time ranges. Same definition exports as PDF, schedules to email, embeds in dashboards, and streams to SIEM.

Published For M365 Product Owner, IT Admin, Compliance & Legal

Report Builder is Rencore's visual editor for custom analytics views. Build queries against inventory and policy data, choose visualization (bar, pie, donut, column, grid), set filters and time ranges, and save as a report. The same report definition supports PDF/Excel/CSV export, scheduled email delivery, dashboard embedding, and SIEM streaming, no separate config per consumption mode.

How it works

Pick a data source (an inventory type or a policy), pick the columns or aggregates you want, and choose a visualization. The builder shows a live preview as you adjust filters and groupings, no run-and-wait cycle.

Save the report and it appears in the library alongside the pre-built ones. Add it to any dashboard, schedule it for email delivery, or export it on demand.

When to build vs. clone

For minor tweaks to a pre-built report, different time range, different filter, clone the pre-built one and adjust. For genuinely new views (custom entities, organization-specific groupings, regional compliance metrics), build from scratch. Both produce the same kind of artifact and live in the same library.

Reports are not dead ends

A built report becomes a tile on a dashboard, an attachment in a scheduled email, an export in an auditor’s evidence pack, and a stream into the SIEM. The report definition is the contract; the delivery modes adapt to the audience.

Frequently asked questions

Can I export data from Rencore?
Yes. Rencore exports reports and dashboards in PDF, Excel, and CSV formats, with no feature gating by plan tier. Scheduled report delivery sends governance snapshots by email on a daily, weekly, or monthly cadence. The SIEM export streams governance events to Splunk, Microsoft Sentinel, and other SIEMs in real time.
What is Rencore governance?
Rencore governance is a SaaS platform that continuously monitors your Microsoft 365 tenant for policy violations, configuration drift, and security risks across SharePoint, Teams, Power Platform, Copilot, and AI Agents. It automates compliance evidence collection, surfaces oversharing and sprawl, and provides actionable remediation workflows, reducing manual audit effort by up to 80%.
How do Rencore policies work?
Rencore ships with hundreds of pre-built policies that detect governance violations across every connector, oversharing, sprawl, cost overruns, security risks, and compliance gaps. Policies run on a continuous schedule, evaluate each discovered object against configurable rules, and flag violations with severity (High, Medium, Low), category, and a recommended action.

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