Insurance-Mandated Technology Review
đGenerate Excel Workbook
Creates a professional .xlsx spreadsheet with 5 colour-coded tabs â trusted by every IT professional, no plugins needed. The MSP opens it in Excel or Google Sheets and fills it in.
âšī¸ Enter your company details to pre-populate the cover page, then click Generate & Download. The workbook downloads instantly as a standard
.xlsx file â no macros, no special software required.
đCover &
Instructions
Instructions
đNetwork &
Devices
Devices
đĨī¸Servers &
Active Directory
Active Directory
đSecurity,
Backup & SW
Backup & SW
đCredentials
(Confidential)
(Confidential)
Pre-Populate Cover Page
Building workbook...0%
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Excel workbook downloaded! Send it to the MSP via email or secure file share.
They open it in Microsoft Excel, LibreOffice, or Google Sheets and fill in each yellow cell.
The Credentials tab has a red warning header â remind the MSP to return it via encrypted email or secure portal.