MSPs deal with a multitude of clientele across timezones with vastly different customer requirements. Amidst all the action and chaos, tracking service desk performance, employee productivity, and workload funnels in order to run an efficient business could become extremely challenging. Well, not anymore!

The Reporting module at allows MSPs to create, generate, schedule, and share insightful reports with their clients seamlessly. With our intelligent automation, you can say goodbye to manually generating multiple reports for every client. Oh and, there is more! Keep reading...

In this section you'll learn how to:

  • create a chart to visualize different business metrics

  • build custom reports for different business functions

  • share and schedule reports with clients

Things to know

Before we jump into setting things up, here are some cool things about our reporting module that you should know:

  • Charts are your building blocks in You can the metrics you need, filter down to the specifics and group them based on attributes to build a visually intuitive data chart.

  • Your reports are a compilation of all the charts you've created. Akin to a canvas, you can add different charts, resize them based on importance, and create a chart that brings key insights to the spotlight.

  • You can also share reports as an action within the report. You can send one-time reports, or schedule a schedule for the report to be sent to the client periodically.

Terms we use

Before we get cracking, it is important to understand a few terminologies associated with the module.

  • Attribute: Data about entities in that can be measured. This includes ticket count, response time, ticket resolution time.

  • Function: A function is a mathematical (or logical) operation that is performed on an attribute to obtain quantifiable data called metrics. E.g. SUM of tickets would represent total tickets created.

  • Metrics: Metrics help us derive meaningful insights when grouped or sorted in a specific way. E.g. employee-specific Average resolution time helps MSPs track personnel productivity.

  • Chart: A chart is a creative representation of metrics grouped together in a particular manner.

  • Report: Report is a collection of different charts.

Did this answer your question?