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Reports

The reports your customers will actually read.

Sixteen report types out of the box. Branded, scheduled, delivered.

Featured report

Executive Summary

A single, branded monthly view of every system you run — devices, tickets, security, backup, M365 — written for the C-suite.

  • How healthy is the IT estate this month?
  • Where are the open risks and what are we doing about them?
  • Did service delivery meet SLA?
  • Is backup actually working?
  • What's changed since last month?
Monthly Service Report
Executive Summary

Pulls from

Autotask Datto RMM CIPP Veeam BitDefender

Schedule

monthly on-demand

Delivery

email sharepoint webhook

What this report does

The Executive Summary is the report you send the client’s executive sponsor. It collapses every connected system into a one-page-per-pillar story: device health, service delivery, security posture, backup, and M365.

What’s inside

  • Headline KPIs across every connected system, with month-over-month trend arrows.
  • Open risks ranked by severity, with status from the responsible system.
  • Service delivery — tickets, SLA performance, time per contract.
  • Security pillar — endpoint detections, MFA coverage, vulnerability trend.
  • Backup pillar — success rate, RPO compliance, recent restores.

How clients read it

In meetings — not in inboxes. The page is dense but narrative. By the time the executive sponsor reaches the bottom they understand the month’s story without asking a follow-up question.

How it’s delivered

Branded as your MSP or your client’s. Scheduled monthly on the day of your choice, timezone-aware. Delivered by email, dropped into a SharePoint folder, or pushed to your webhook for downstream automation.

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