Health check PDF reports

PDF Reports

Generate a downloadable PDF report from any completed health check. Click Download Report on the health check dashboard.

Report Tiers

PDF reports come in three tiers with progressively richer content:

Solo

The default report for individual Zendesk instances:

- Cover page with score gauge
- Executive summary with key findings
- Detailed findings with remediation steps
- Next steps and recommendations

Multi-Instance

Everything in Solo, plus:

- Score trend chart showing changes over time
- Period-over-period comparison (new, resolved, unchanged findings)
- Instance overview with Zendesk plan and configuration summary
- Methodology and glossary reference

Agency

Everything in Multi-Instance, plus:

- AI-powered detailed category analysis by consultants
- Industry-specific benchmarks and recommendations
- SLA correlation matrix
- Cross-instance comparison
- Phased engagement plan (Weeks 1--2, 3--4, Month 2+)
- White-label branding with your company name and logo

White-Label Branding (Agency)

Agency tier reports support full white-label branding:

• Company name -- Replaces Configly branding throughout the report
• Logo -- Appears on the cover page
• Footer text -- Custom footer on every page
• Accent colour -- Brand colour for highlights

Set your branding in Connection Settings > Partner Branding.

AI-Powered Analysis

Executive Summary

Every report includes an AI-generated executive summary that highlights the most important findings and provides context-aware recommendations.

Detailed Category Analysis (Agency)

Agency tier reports include AI-generated consultant-level analysis for each of the eight categories. Each analysis covers:

• Current state assessment
• Key issues identified
• Business impact
• Prioritised recommendations