--- title: Welcome to Your Block 64 Free Trial description: Free Trial insights dashboard reports --- [Skip to content](https://support.block64.com/block-64-free-trial-guide#main-content) [Customer Portal](https://customerportal.block64.com/tickets-view?hsLang=en) [![Logo - dark](https://support.block64.com/hs-fs/hubfs/Logo%20-%20dark.png?width=350&height=86&name=Logo%20-%20dark.png)](https://support.block64.com/?hsLang=en) - [Home](https://support.block64.com/) - [Insights Portal](https://insights.block64.com/login) - Platform Show submenu for Platform - [Block 64](https://www.block64.com/) - [Why Block 64?](https://www.block64.com/#:~:text=What%20makes%2CBlock%2064%20different) - Solutions Show submenu for Solutions - [Unified Visibility](https://www.block64.com/solutions/unified-visibility) - [Cost Optimization](https://www.block64.com/solutions/cost-optimization) - [Proactive Security](https://www.block64.com/solutions/proactive-security) - [Compliance](https://www.block64.com/solutions/continuous-compliance) - Learn Show submenu for Learn - [Quick Start Guides](https://support.block64.com/getting-started) - [Integrations](https://support.block64.com/documentation#integrations) - [Blog](https://www.block64.com/blog) - Support Show submenu for Support - [Trust Center](https://trust.block64.com/) - [Service Health](https://status.block64.com/) - [Partners](https://www.block64.com/partners) - [Contact Us](https://www.block64.com/contact) - [Pricing](https://www.block64.com/pricing) - [Get Started Free](https://www.block64.com/free-trial) Open main navigation Close main navigation - [Home](https://support.block64.com/) - [Insights Portal](https://insights.block64.com/login) - Platform Show submenu for Platform - [Block 64](https://www.block64.com/) - [Why Block 64?](https://www.block64.com/#:~:text=What%20makes%2CBlock%2064%20different) - Solutions Show submenu for Solutions - [Unified Visibility](https://www.block64.com/solutions/unified-visibility) - [Cost Optimization](https://www.block64.com/solutions/cost-optimization) - [Proactive Security](https://www.block64.com/solutions/proactive-security) - [Compliance](https://www.block64.com/solutions/continuous-compliance) - Learn Show submenu for Learn - [Quick Start Guides](https://support.block64.com/getting-started) - [Integrations](https://support.block64.com/documentation#integrations) - [Blog](https://www.block64.com/blog) - Support Show submenu for Support - [Trust Center](https://trust.block64.com/) - [Service Health](https://status.block64.com/) - [Partners](https://www.block64.com/partners) - [Contact Us](https://www.block64.com/contact) - [Pricing](https://www.block64.com/pricing) - [Get Started Free](https://www.block64.com/free-trial) - - [Customer Portal](https://customerportal.block64.com/tickets-view) - [Submit a Support Request](https://support.block64.com/kb-tickets/new) [Submit a Support Request](https://support.block64.com/kb-tickets/new?hsLang=en) How can we assist you today? - There are no suggestions because the search field is empty. 1. [Block 64 Support Center](https://support.block64.com/?hsLang=en) 2. [Getting Started](https://support.block64.com/getting-started?hsLang=en) 3. [Free Trial Onboarding](https://support.block64.com/getting-started?hsLang=en#free-trial-onboarding) # Welcome to Your Block 64 Free Trial ## We’re excited to have you on board! This guide will help you make the most of your **free trial of the Block 64 Insights platform,** a powerful tool designed to uncover cost savings, identify risks, and provide deep visibility into your IT environment. Whether you're an IT leader, systems analyst, or security specialist, this walkthrough will ensure you get value from day one. - [Step 1: Activate Your Free Trial](https://support.block64.com/block-64-free-trial-guide#Step1) - [Step 2: Get Started with the Walkthrough](https://support.block64.com/block-64-free-trial-guide#Step2) - [Step 3: Connecting Key Integrations](https://support.block64.com/block-64-free-trial-guide#Step3) - [Step 4: Exploring Reports](https://support.block64.com/block-64-free-trial-guide#Step4) - [Step 5: Trial Period and Subscription](https://support.block64.com/block-64-free-trial-guide#Step5) #### **Step 1: Activate Your Free Trial** If you haven’t already signed up: 1. Go to [https://insights.block64.com/signup](https://insights.block64.com/signup) 2. Complete the form with: - **Your company name** - **Work email address** - **Company size** - **Data residency region** 3. Click **Sign Up** You’ll receive a **confirmation email** with a link to activate your trial account. > *Didn’t receive the email?* Check your spam/junk folder, or [submit a support request](https://support.block64.com?hsLang=en) and we’ll help you out right away. Once activated, you can log in at [https://insights.block64.com](https://insights.block64.com). --- #### **Step 2: Get Started with the Walkthrough** When you log in for the first time, you’ll be guided through a **“Get Started” flow** that walks you through connecting your environment and exploring your first insights. You’ll have two options: - **Option 1: Connect your environment** – Provide credentials for key integrations (e.g., Microsoft 365, Google Workspace, Azure, AWS) to start pulling in your organization’s real data. - **Option 2: Explore the demo customer** – If you’re not ready to connect data yet, you can still experience the platform’s capabilities using preloaded demo data. This ensures you can start exploring reports and insights immediately, even if your data connections are not yet configured. --- #### **Step 3: Connecting Key Integrations** Integrations are the heart of your trial experience, they enable **live data collection** from the tools you already use, powering your reports with real insights. [![](https://support.block64.com/hs-fs/hubfs/image-png-Jul-30-2025-05-13-19-8624-PM.png?width=628&height=270&name=image-png-Jul-30-2025-05-13-19-8624-PM.png)](https://insights.block64.com/config/integrations) To set up integrations: 1. Click the **gear icon** (top right). 2. Select **Integrations**. 3. Choose a service and follow the prompts to authorize access. Some of the most valuable integrations include: - **Microsoft 365** – User activity, licensing optimization, and Microsoft Secure Score insights. - **Microsoft 365 – OneDrive & SharePoint** – Collects file metadata, access history, and risk indicators. - **Microsoft Secure Score** – Surfaces configuration and security best practices. - **Google Workspace** – User and license data for Gmail, Drive, and other Workspace services. - **Azure and AWS** – Cloud compute usage, cost insights, and security visibility. - **Okta System Logs** – Authentication logs to help you understand SaaS usage patterns. > Setup usually takes **5–10 minutes**. The more integrations you connect, the richer and more actionable your insights will be. --- #### **Step 4: Exploring Reports** Once your data is ingested, or you choose to explore using the demo customer, you can start viewing and interacting with reports. ![](https://support.block64.com/hs-fs/hubfs/undefined-Jul-30-2025-05-10-33-9614-PM.png?width=231&height=150&name=undefined-Jul-30-2025-05-10-33-9614-PM.png) The trial highlights **SaaS and Cloud reports** to showcase how Block 64 helps you: - Identify **unused or underutilized licenses** and cut unnecessary costs. - Understand **SaaS adoption and shadow IT** in your environment. - Gain visibility into **cloud resource usage** and potential savings opportunities. - See **security posture insights** based on your connected data. > Other reports may appear empty until your data connections provide information for those areas. --- #### **Step 5: Trial Period and Subscription** Your trial gives you **full access to dashboards, reports, and integrations for 14 days**. During this time, you can: - Invite team members to collaborate. - Export data for further analysis. - Explore real or demo data to see the platform in action. If you need more time to evaluate, you can request an **extension** or **subscribe anytime** to keep your data and unlock full access to all features. #### Need more time? You can request a **one-time extension** for **an additional 14 days** to continue evaluating the platform. #### Ready to upgrade? Don’t let valuable insights go to waste! Click **Subscribe** today to unlock full platform access, preserve your trial data, and continue uncovering opportunities to cut costs while maximizing the value of your IT environment. --- #### **Learn More** Want a deeper dive into specific reports? Visit our dedicated knowledge base for in-depth guides, FAQs, and best practices:  [Insights Report Library](https://support.block64.com/insights-reports?hsLang=en) --- #### **Need Help?** If you run into any issues, we’ve got your back: - Explore step-by-step troubleshooting guides - Submit a ticket to our support team - Get onboarding help directly from a product specialist  [Support & Contact Information](https://support.block64.com/support-and-contact-information?hsLang=en) --- #### **Thanks for starting your journey with Block 64!** You're now stepping into a smarter way to manage IT, where every insight uncovers opportunity, every decision drives value, and every dollar works harder. From here on, you'll gain the visibility and control needed to optimize your environment, eliminate waste, and unlock the full potential of your technology investments. - [Getting Started](https://support.block64.com/getting-started?hsLang=en#main-content) - [Free Trial Onboarding](https://support.block64.com/getting-started?hsLang=en#free-trial-onboarding) - [Start Your Subscription](https://support.block64.com/getting-started?hsLang=en#start-your-subscription) - [Discovery Application Installation](https://support.block64.com/getting-started?hsLang=en#discovery-application-installation) - [Discovery Appliance Setup](https://support.block64.com/getting-started?hsLang=en#discovery-appliance-setup) - [Discovery Agent Deployment](https://support.block64.com/getting-started?hsLang=en#discovery-agent-deployment) - [Insights Reports](https://support.block64.com/insights-reports?hsLang=en#main-content) - [IT Asset Management](https://support.block64.com/insights-reports?hsLang=en#it-asset-management) - [Security](https://support.block64.com/insights-reports?hsLang=en#security) - [Cloud & Infrastructure](https://support.block64.com/insights-reports?hsLang=en#cloud-infrastructure) - [The Combine: User Guide](https://support.block64.com/insights-reports?hsLang=en#the-combine-user-guide) - [Troubleshooting](https://support.block64.com/troubleshooting?hsLang=en#main-content) - [Discovery: General Knowledge](https://support.block64.com/troubleshooting?hsLang=en#discovery-general-knowledge) - [Discovery: Block 64 Application](https://support.block64.com/troubleshooting?hsLang=en#discovery-block-64-application) - [Discovery: BlockBox Appliance](https://support.block64.com/troubleshooting?hsLang=en#discovery-blockbox-appliance) - [Discovery: Discovery Agent](https://support.block64.com/troubleshooting?hsLang=en#discovery-discovery-agent) - [Insights Calculations](https://support.block64.com/troubleshooting?hsLang=en#insights-calculations) - [Documentation](https://support.block64.com/documentation?hsLang=en#main-content) - [Discovery: General Knowledge](https://support.block64.com/documentation?hsLang=en#discovery-general-knowledge) - [Privacy and Security](https://support.block64.com/documentation?hsLang=en#privacy-and-security) - [Block 64 API](https://support.block64.com/documentation?hsLang=en#block-64-api) - [Integrations](https://support.block64.com/documentation?hsLang=en#integrations) - [FAQs](https://support.block64.com/faqs?hsLang=en#main-content) - [Security](https://support.block64.com/faqs?hsLang=en#security) - [Block 64 Discovery](https://support.block64.com/faqs?hsLang=en#block-64-discovery) - [New Features & Updates](https://support.block64.com/new-features-updates?hsLang=en#main-content) - [New Features & Updates](https://support.block64.com/new-features-updates?hsLang=en#new-features-updates) - [Combine](https://support.block64.com/new-features-updates?hsLang=en#combine) - [Block 64 Discovery](https://support.block64.com/new-features-updates?hsLang=en#block-64-discovery) - [Remote Discovery Agent](https://support.block64.com/new-features-updates?hsLang=en#remote-discovery-agent) - [Combine API](https://support.block64.com/new-features-updates?hsLang=en#combine-api) - [BlockBox Virtual Appliance](https://support.block64.com/new-features-updates?hsLang=en#blockbox-virtual-appliance) [![Logomark - dark](https://support.block64.com/hs-fs/hubfs/Logomark%20-%20dark.png?width=60&height=96&name=Logomark%20-%20dark.png "Logomark - dark")](http://block64.com) 300 Geary Ave, Toronto, ON M6H 2C5, Canada +1 800-875-5260 [www.block64.com](https://www.block64.com/)