How it works · Step 3 of 3
Set the cadence. We handle the rest.
Choose a report, a customer, a recipient and a schedule. From then on the report goes out branded, on time in the right timezone, and recorded in an audit trail — with no one in your team touching a spreadsheet.
The point of the first two steps is this one: reporting that happens to your clients on a schedule, instead of reporting you scramble to produce the week before a QBR.
A schedule in MSP Reports is just four decisions — what, who for, who to, and how often. Make them once per customer and the platform takes it from there, the same way every month.
Four decisions per schedule
Which report
Executive summary, security, backup continuity, Microsoft 365 — sixteen report types out of the box, or your own layout.
Which customer
One customer, a group of them, or your whole book. Each customer can run on its own cadence.
Who receives it
The client contact, the account manager, a shared mailbox — multiple recipients per schedule, with reply-to under your control.
How often
Monthly, weekly, quarterly, first-business-day-of-the-month — or on demand when a QBR moves.
Browse the report library on the reports page.
What “the rest” covers
The boring, easy-to-get-wrong parts — handled.
Timezone-aware, every time
A schedule fires at 8am in the customer’s timezone, not yours. Daylight saving is handled for you. A report dated "April" closes April out — not the 3rd of May because a job ran late.
Missed-schedule policies
If a data source is down when a report is due, you decide what happens: send anyway with a gap noted, retry within a window, or hold and alert. No silent half-reports.
Branded, end to end
Your logo, colours and domain on every report and every notification email. Or your customer’s branding, two layers deep, if you resell under their name.
Audited, for seven years
Every report that goes out is recorded — what was sent, to whom, with which data, generated when. When a number is queried months later, there’s an answer.
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