Workbook intelligence
Get a detailed risk profile for every workbook used across your organisation.
Follow workbook activity, ownership, location, and formula risk across your organisation—isolated to your company license.
Account access
Sign in to compliance
Use the email and password assigned by your administrator.
Access is limited to company licenses assigned to your account.
Workbook register
Workbook activity
Every workbook observed under this company license.
| Workbook | Owner | Location | Sheets | Formulas | Named ranges | Conditional formatting | VBA | Size | Last activity | Risk profile | 7-day trend | Opened by | Events | Open |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Portfolio intelligence
Insights
See where workbook complexity and risk concentrate across your organisation.
Portfolio map
Risk vs complexity
Markers use high-contrast colour and shape for the first alphabetical active label. With more than 50 visible workbooks, nearby values share a numbered marker; click it to fan out those workbooks. Click labels below to filter.
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Complexity index blends formula count (55%), sheets (20%), conditional formatting (15%), and VBA presence (10%), relative to this portfolio and reweighted to available signals. Observed formula diagnostics provide a fallback for older scans. Risk uses the latest completed scan. With up to 50 visible workbooks, dots that would overlap spread where space permits. Larger sets use compact plot cells where nearby workbooks share numbered markers; tooltips retain the exact value or range.
Portfolio trend
High-risk items over time
Matches search and label exclusions above · latest reported scan counts carried forward between scans.
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View data
| Time | High-risk items | Workbooks with reported counts |
|---|
Exposure
Risk distribution
Footprint
Storage mix
Recommended focus
Needs attention
Highest combined risk and complexity among the visible workbooks.
Workbook
Trend
High-risk items over time
Latest scan
Formula risk profile
Audit trail
Ownership history
Audit trail
Recent activity
People
User activity
People observed opening or saving workbooks in this company.
| User | Owned files | Opened | Saved | Files used | Last activity |
|---|---|---|---|---|---|
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User activity
User
Owned files
Open and save history
Organisation
Workbook labels
Reusable labels for grouping and finding related workbooks.
Organisation
Create label
| Label | Description | Workbooks | Created |
|---|---|---|---|
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Label
Label
Automatic assignment
Path rules
Matching is case-insensitive. Any matching rule applies the label.
Labelled workbooks
| Workbook | Owner | Location | Last activity | Risk |
|---|