Insights

Insights bring your migration data to life with dashboards, reports and exports. Use these tools to understand your digital estate, identify quick wins, track planning decisions and communicate progress to stakeholders. Reports can be viewed interactively online or downloaded for offline analysis and presentation.

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Baseline vs Planning-driven: Baseline findings summarise your estate immediately after discovery. Planning‑driven insights evolve as you refine app strategies, 6R treatments and wave plans. Refresh your data after major updates to see the latest results.

Accessing Insights

To access the Insights page, click the Insights button in the left-hand navigation sidebar. This will take you to the main Insights dashboard where you can access all reports and export functionality.

Report Types

Reports & Dashboards

The Reports & Dashboards tab provides access to interactive reports and downloadable presentations that give you insights into your migration assessment.

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Before downloading or viewing reports, make sure to refresh the data if you’ve made significant planning updates. This ensures the reports reflect the latest changes.

Last Updated: Shows when your data was last refreshed

A refresh button is available to update your data and ensure reports reflect the most current information.

Baseline Findings

Automatically generated insights based on your initial scan. Use these to quickly understand your environment and set direction before planning.

Planning-Driven Insights

These insights evolve as you move through the Dr Migrate workflow, reflecting your planning inputs across apps, infrastructure, and modernization.

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The Migration Strategy Plan report is locked until you complete 6R Treatments and Wave Planning. Complete these steps to unlock this comprehensive report.

Report Access Methods

Power BI Reports

The interactive reports are published to Power BI and embedded in the Dr Migrate web server.

Locate Reports Section

Navigate to the Reports & Dashboards tab in the Insights section

View Report

Click “→ See report” on the report you wish to view

Access Report

The report will open in a new tab with full interactive capabilities

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This is the perfect starting place if you want an immediate view of modernization, right-sizing and cost saving opportunities.

PowerPoint Reports

Generate downloadable PowerPoint reports for offline viewing and sharing.

Locate Reports Section

Navigate to the Reports & Dashboards tab

Generate Report

Find the report you would like a PowerPoint for and click the “Generate” button

Wait for Generation

Reports typically take 1 to 15 minutes to generate

Download Report

Once the report is generated, your download link will become available. Click ‘Copy URL to Clipboard’ and paste the link in a new browser window to download the report

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Dr. Migrate’s downloadable reports provide an executive view of the data captured, great for delivery presentations. They are fully editable.

Additional Reports

The Additional Reports tab provides access to detailed data exports in Excel format for comprehensive analysis and reporting.

How to Export Reports

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Export Process:

  1. Click on the “Generate” button to create a new report. Depending on the report type, it may take between 1-15 minutes.
  2. Once the report is generated, your download link will become available. Click the clipboard icon and paste the secure link into your local desktop’s browser to download to your local machine.

Available Reports

The following reports are available for download:

Report Name Description Best Use Case
Executive Reports
Executive Report - Migration Strategy Plan A comprehensive view of your digital estate, spanning infrastructure, data and modernization Executive presentations and strategic planning
Executive Report - Rapid Insights Report that summarizes key findings of the Infrastructure & Data Assessment Executive summaries and stakeholder briefings
Executive Report - Security Insights A detailed view of your existing security footprint along with pathways to modernize on Azure Security planning and compliance reporting
Data Exports
Custom Tag Export A list of all tags defined per application and server Comprehensive application and server categorization including ownership, business units, criticality, migration drivers, and technical attributes
Intel POP Export Intel artefact Technical analysis and compatibility assessment for Intel-based workloads
Inventory Export A detailed export of server and database information Comprehensive estate discovery and baseline documentation
MS Specialist Report Report of technology-focussed opportunities Technology assessment and modernization planning
Quick Wins A list of quick wins that can be reviewed for POC or first wave migration Identifying quick-win migration candidates and POC opportunities
Wave Plan Report A detailed breakdown of the current wave plan Migration project planning and timeline management
Bulk Exports
Bulk Export A detailed export of server and application information Comprehensive data export for analysis and planning
Network Export A detailed export of network traffic grouped by application Network architecture planning and dependency mapping for migration

File Management

The File Management section allows you to upload files to Dr Migrate storage and download files from the storage account to your local machine.

Access File Management

File Management can be found in the left navigation menu under the Export section.

Upload File to Dr Migrate Storage

  1. Navigate to the File Management section
  2. Click the “Upload from DRM VM to Storage Account” tab
  3. Click the Upload file icon
  4. Search for the file you wish to upload
  5. Click submit to upload the file to the storage account

Download from Dr Migrate Storage

  1. Navigate to the File Management section
  2. Click the “Download to DRM VM” tab
  3. Your Dr Migrate files can be downloaded here
  4. Use the copy icon to save files to your desktop

Data Export Options

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If you are looking for tabular extracts of data within Dr Migrate, consider using our Find Feature

Power BI Export Capabilities

Dr Migrate utilizes Power BI to display its reports. As such, some elements from Power BI reports can be exported.

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The reports allow you to export in the current layout, and summarized data formats
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The maximum number of rows that can be exported to an .xlsx file is 150,000 rows.

For more information on how to export data from the Dr Migrate Report, please see Export Data from a Report

For more information about using the Find feature, see the Find Feature documentation.