Reporting

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Overview

The Reporting module provides powerful tools to create, customize, and distribute reports across all aspects of your MSP operations. Build custom reports, use templates, and share insights with clients and stakeholders.

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Key Features

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Report Types

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Standard Reports

Pre-built reports for common needs:

• Executive Summary: High-level overview for leadership
• Service Delivery: Ticket and SLA performance
• Compliance Status: Compliance posture and issues
• Financial Summary: Budget and billing reports
• Asset Inventory: Device and warranty status
• Security Posture: Security metrics and scores

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Custom Reports

Create tailored reports:

• Select data sources
• Choose visualizations
• Apply filters
• Add branding
• Configure layout

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Report Builder

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Creating Reports

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Available Components

• Charts: Line, bar, pie, donut, area
• Tables: Data grids with sorting
• Metrics: KPI cards and gauges
• Text: Headers, paragraphs, notes
• Images: Logos and diagrams

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Data Sources

Pull data from any module:

• Compliance checks and runs
• Survey responses
• Goal progress
• Ticket metrics
• Device inventory
• Budget utilization
• Planner items
• M365 Secure Score

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Report Templates

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System Templates

Professional templates for:

• Quarterly Business Reviews
• Monthly Service Reports
• Compliance Audits
• Security Assessments
• Budget Reviews
• Project Status

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Custom Templates

Save reports as templates:

• Preserve layout and styling
• Parameterize filters
• Share across team
• Version control

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Template Management

• Create from existing report
• Import/export templates
• Set permissions
• Organize in folders

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Module Availability

Configure which modules appear in reports:

• Enable/disable modules per report
• Control data access
• Manage performance
• Customize for different audiences

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Report Viewer

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Interactive Features

When viewing reports:

• Drill down into data
• Apply quick filters
• Export specific sections
• Print individual pages
• Add annotations

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Navigation

• Table of contents
• Page navigation
• Search within report
• Bookmark sections

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PDF Export

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Export Options

Generate professional PDFs:

• Custom cover page
• Table of contents
• Page numbering
• Headers and footers
• Watermarks

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Formatting

• Company branding
• Color schemes
• Font selection
• Page orientation
• Margin settings

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Report Sharing

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Sharing Methods

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Access Control

• Set expiration dates
• Password protection
• View-only permissions
• Download restrictions
• Watermarking

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Scheduling

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Automated Reports

Schedule report generation:

• Daily, weekly, monthly
• Custom schedules
• Event triggers
• Conditional generation

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Distribution

Automatic distribution:

• Email delivery
• Portal publishing
• File share upload
• API webhook

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Report Settings

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Configuration

• Default templates
• Branding settings
• Export preferences
• Module availability
• Permission defaults

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Performance

• Data refresh rates
• Cache settings
• Query optimization
• Load balancing

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Analytics

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Report Metrics

Track report usage:

• View counts
• Export frequency
• User engagement
• Popular reports
• Performance metrics

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Insights

• Most viewed sections
• Common filters
• Export patterns
• User feedback

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Best Practices

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Advanced Features

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Custom Calculations

Create calculated fields:

• Formulas
• Aggregations
• Conditionals
• Date calculations
• Text manipulation

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Data Filtering

Advanced filtering options:

• Multiple conditions
• Date ranges
• Regular expressions
• Cross-module filters
• Saved filter sets

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Visualization Options

Customize charts:

• Color palettes
• Axis configuration
• Legend placement
• Data labels
• Trend lines

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Troubleshooting

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Common Issues

• Slow Generation: Check data volume and filters
• Missing Data: Verify permissions and module access
• Export Failures: Check file size and format settings
• Sharing Issues: Verify recipient access rights

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Permissions

Reporting permissions:

• read_reporting - View reports
• create_reports - Create new reports
• edit_reports - Modify reports
• delete_reports - Remove reports
• share_reports - Share with others
• export_reports - Export to various formats

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Related Modules

• Company Overview - Dashboard reporting
• Compliance - Compliance reports
• Surveys - Survey analytics
• Goals - Goal progress reports
• All modules provide data for reporting