Native PSA CSAT in reports
MSPortal supports presenting HaloPSA native CSAT responses and Autotask native survey results in reports. Continue collecting satisfaction feedback in your PSA, then enable Import satisfaction ratings in the Halo or Autotask integration. PSA-side read access, the correct rating scale for Halo, synchronized tickets, linked companies and the reader’s CSAT permission are prerequisites. Add the available CSAT Overview, CSAT Trend, CSAT by Company, or Recent CSAT Feedback blocks in the report builder. Select the intended company and reporting period, save, and review the rendered results before sharing. The same CSAT blocks support custom dashboards. They can combine Halo or Autotask with other available CSAT sources; they are not single-PSA blocks. If a block is missing or empty, check the import setting, role access, sync result, company links and dates. For response-level CSV exports, use the CSAT Dashboard.Accessing Reports
- Click Reporting in the sidebar
- The Reports tab lists reports available in your company scope and permissions. Templates, Scheduled, Approvals, Imports and Settings appear according to your access; provider-specific tabs also depend on connected integrations.
Reports List
Reports Table
The reports table displays:Filtering and Search
- Search - Find reports by title
- Filter - Click the filter icon to narrow results
- Sort - Click column headers to sort
Viewing a Report
Click any report to view its contents:Report Header
Report Content
Reports display content blocks in a paginated format:- Text blocks - Headings, paragraphs, AI-generated summaries
- Data blocks - Charts, tables, metrics from MSPortal modules
- Branding - Company logos and styling
Creating a New Report
1
Click New Report
Click the New Report button in the toolbar
2
Configure Metadata
Select the intended company before creating a new report. Set the title, report type and description; review any parent-company scope before generating content.
3
Set Date Range
Define the data period for the report
4
Add Blocks
Drag content blocks onto report pages
5
Save
Press Ctrl+S (Cmd+S on Mac) or click Save to store the report
Report Builder
The report builder provides a visual editor for creating reports:Report Metadata
Configure basic report information:Date Controls
Display Settings
Content Blocks
Text Blocks
Branding
Planner Blocks
Quarterly Roadmap
A roadmap-style block that groups planner items by fiscal year and quarter, ready for QBR slides and client-facing PDFs.Compliance Blocks
Goals Blocks
Budget Blocks
Device Blocks
User Coverage Blocks
Users List
A coverage matrix that exposes which systems each user is present in. Useful for finding M365 licenses without a PSA contact, PSA contacts without portal access, or any other coverage gap.Working with Pages
Page Management
- Add Page - Click ”+ Add Page” to create new pages
- Delete Page - Click the trash icon on a page header
- Page Numbers - Pages are numbered automatically
Block Positioning
- Drag and Drop - Move blocks to position them
- Resize - Drag block edges to resize
- Grid Alignment - Enable grid for precise positioning
- Split Across Pages - Use supported block pagination or duplicate/configure blocks across pages; inspect each page for clipped or omitted rows
Report Actions
Saving Reports
- Auto-save - Eligible report changes save after a delay. Adding content can create the report before you press Save. Wait for the saved state; a new template requires its first manual save before template autosave applies.
- Manual Save - Press Ctrl+S (Cmd+S on Mac) or click Save
- Version - A version field is report metadata; do not assume it provides a restore-history feature.
Exporting Reports
1
Open Report
View the report you want to export
2
Click Print/Export PDF
Select the export button in the header
3
Configure Options
Set page size and orientation if needed
4
Download
Save the PDF to your device
Sharing Reports
- PDF Export - Share as professional PDF documents
- Direct Link - Share with users who already have access; copying a URL does not make the report public
- Meeting Integration - Add reports to meeting agendas
Report Types
Best Practices
Report Design
- Start with Purpose - Define what the report should communicate
- Use Summaries - Include AI-generated executive summaries
- Balance Content - Mix charts, tables, and text
- Logical Flow - Organize from overview to details
Data Freshness
- Data blocks read available portal data for their configured company and period. Provider synchronization can lag, and generated narrative text is not automatically rewritten when the underlying data changes.
- Export PDFs to capture point-in-time snapshots
- Set appropriate date ranges for the reporting period
Branding
- Upload company logo in Tenant Settings
- Review the selected logo/branding blocks and generated PDF rather than assuming every layout includes a logo
- Consistent branding across all exported PDFs
Troubleshooting
Blocks Not Loading
- Verify the company has data for the selected date range
- Check that integrations are connected and synced
- Refresh the page and try again
Export Issues
- Ensure all blocks have finished loading
- Try a smaller date range for large reports
- Check browser pop-up settings for downloads
Missing Data
- Verify date range includes relevant data
- Check company selection matches data source
- Ensure required modules are enabled
Questions and troubleshooting
Why can I view reports but not see Templates or Imports?
Why can I view reports but not see Templates or Imports?
Tabs depend on permissions. Templates require reporting write or manage access; Imports, Scheduled, Approvals and Settings require manage access. Provider tabs also depend on integrations.
Does adding a block save a new report?
Does adding a block save a new report?
It can. Report autosave starts once eligible content and company context exist. Do not treat a populated new report as an unsaved scratchpad; check the save state and report list.
Why did my new template not autosave?
Why did my new template not autosave?
A new template needs its first manual save. Existing eligible templates can then autosave changes. Wait for success and reopen it to verify the saved content.
Is the report version field an undo history?
Is the report version field an undo history?
Do not assume so. The version value is metadata. Use the editor’s supported undo controls for the current editing session and retain an intended copy before substantial revisions.
Does changing the reporting period rewrite AI narrative?
Does changing the reporting period rewrite AI narrative?
No. Data blocks and generated text are different. Review or regenerate narrative deliberately and confirm that its claims match the selected period and available data.
Why is an exported block missing rows?
Why is an exported block missing rows?
Check its filters, date range, row limit, pagination and available page space. A successful PDF download does not establish that every source record fits.
What should I check before sharing a PDF?
What should I check before sharing a PDF?
Wait for blocks to load, verify company scope and period, inspect every exported page for clipping or empty data, and review narrative and branding. Confirm the intended recipient before sending.
Related Resources
- Company Overview - Dashboard metrics
- Compliance - Compliance data source
- Budgets - Budget data source
- Goals - Goals data source
- Planner - Planner data source