Executive summary

Overview

Executive summary is a document type in Azure Documenter that gives readers a quick, high-level view of a subscription's cost and configuration without requiring them to read a full detailed report.

The Executive summary document is organized per subscription and is primarily visual — cost and configuration data is presented as charts rather than detailed tables. For each subscription, the document shows:

Subscription overview

The document opens with the subscription name, generation timestamp, billing period, and subscription state (Enabled or Disabled).

Resource Distribution

A set of charts showing the resource composition of the subscription:

• Subscription — an overview of the subscription's resource landscape
• Locations — distribution of resources by Azure region
• Resource Groups — distribution of resources by resource group
• Resource Types — distribution of resources by Azure resource type
• Tags — distribution of resources by tags; shown as "Unable to retrieve Tag distribution details" if tag data is unavailable in Azure

Billing

Cost data for the billing period configured when the document was generated. The total expense is shown in the configured currency, followed by expense charts for each dimension:

• Resource group expenses
• Location expenses
• Resource type expenses
• Tag expenses (or "Unable to retrieve" if tag data is unavailable)
• Service name expenses

Configuration

Use the following steps to generate an Executive summary document. Navigate to Azure Documenter to get started.

1. Click New configuration. The Configure your document wizard opens.
2. In Step 1 — Basics, enter a configuration name. Under Choose document type, select Executive summary. Configure the following options:
   • Billing range — the billing period for the report (Last month, Last 7 days, Last week, Week before last, Last 30 days, This month, This quarter, or Custom)
   • Currency — Default or USD
3. In Step 2 — Service principal, select the service principal and configure the subscription scope. Click Next.
4. Complete Steps 3–6 (Branding, Publish settings, Schedule, Notifications) as required. Click Next after each step.
5. In Step 7 — Review, confirm your configuration and click Finish.

Once generation is complete, a URL is created for the document, and you can download it using the Download link.