Reporting - MSPortal.ai Documentation

The Reporting module lets you create professional reports by combining data blocks from across MSPortal.ai. Build QBR presentations, compliance summaries, budget forecasts, and more with the visual report builder.

Accessing Reports

Click Reporting in the sidebar
The reports list displays all your saved reports

Reports List

Reports Table

The reports table displays:

Column	Description
Report Title	Name of the report
Company	Associated company
Creator	User who created the report
Created	Creation date
Blocks	Number of content blocks in the report
Type	Report category (Quarterly Report, etc.)
Actions	Edit, duplicate, delete options

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

Element	Description
Back	Return to reports list
Title	Report name and company
Date Range	Data period covered
Edit Report	Open in report builder
Print/Export PDF	Generate PDF for sharing

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

Click New Report

Click the New Report button in the toolbar

Configure Metadata

Set report type, company, and description

Set Date Range

Define the data period for the report

Add Blocks

Drag content blocks onto report pages

Save

Press Ctrl+S 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:

Field	Description
Report Title	Editable report name
Version	Version number for tracking changes
Type	Category (Quarterly Report, Monthly Summary, etc.)
Company	Associated company for data filtering
Description	Brief summary of report contents

Date Controls

Field	Description
Date Range	Start and end dates for data
Quick Dates	Preset ranges (This Quarter, Last Month, YTD)

Display Settings

Setting	Description
Page Format	Letter 4x8, A4, or custom layouts
Show Grid	Display alignment grid for positioning
Show Cards	Enable card styling on blocks
Applied Blocks	View list of blocks used in report

Content Blocks

Text Blocks

Block	Description
Heading	Large title text for sections
Text	Paragraph text with rich formatting

Branding

Block	Description
Company Logo	Insert your organization’s logo

Planner Blocks

Block	Description
Roadmap Timeline	Visual timeline of planned items
Planner Table	Table view of planner tasks
Planner Summary	AI-generated executive summary
Quarterly Roadmap	Planner items grouped by fiscal year and quarter, sized to fit any grid from 2x2 to 4x8

Quarterly Roadmap

A roadmap-style block that groups planner items by fiscal year and quarter, ready for QBR slides and client-facing PDFs.

Setting	Description
Columns	Show recommendation, description, type, status, priority, and value, in any combination
Filters	Filter by year, quarter, type, status, or priority. Useful for splitting “this year’s plan” from “completed work”, or excluding cancelled items
Density	Pick a text size (extra small, small, base, or large) so the same block fits compact at 2x2 or full-detail at 4x8
Pagination	Split the block across multiple pages with offset and limit settings, useful for client-ready PDF exports of long roadmaps

Compliance Blocks

Block	Description
Compliance Score Overview	Overall compliance grade and metrics
Compliance Breakdown	Score by compliance group
Compliance Progress Over Time	Historical compliance trend chart
Non-Compliance Items List	Detailed list of failing checks
Compliance Report	Full compliance summary

Goals Blocks

Block	Description
Goals	Company goals with progress bars

Budget Blocks

Block	Description
Budget Detail	Full budget breakdown with line items
Budget Forecast	Multi-year budget projection chart

Device Blocks

Block	Description
Device Warranties	Warranty status summary
Device Inventory	Device list and counts
Warranty Timeline	Upcoming warranty expirations

User Coverage Blocks

Block	Description
Users List	Lists every user across the tenant alongside the systems each one shows up in (M365, PSA, MSPortal client portal)

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.

Setting	Description
Filter mode	Show every user, only users with M365, only users with a PSA contact, only portal users, or only users with both M365 and a PSA contact
Active-only toggle	Hide disabled or terminated users with one click, so coverage reports don’t include people who have already left
Column visibility	Toggle each system column on or off so the same block doubles as a slim “who has portal access” list or a wide “full coverage matrix”

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 - Large blocks can span multiple pages

Report Actions

Saving Reports

Auto-save - Changes save automatically
Manual Save - Press Ctrl+S or click Save
Version Tracking - Version numbers track changes

Exporting Reports

Open Report

View the report you want to export

Click Print/Export PDF

Select the export button in the header

Configure Options

Set page size and orientation if needed

Download

Save the PDF to your device

PDF Export - Share as professional PDF documents
Direct Link - Share report URL with team members
Meeting Integration - Add reports to meeting agendas

Report Types

Type	Use Case
Quarterly Report (QBR)	Quarterly business reviews with clients
Monthly Summary	Regular status updates
Compliance Report	Audit and compliance documentation
Budget Review	Financial planning and tracking
Custom	Any specialized reporting need

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

Reports pull live data when viewed
Export PDFs to capture point-in-time snapshots
Set appropriate date ranges for the reporting period

Branding

Upload company logo in Tenant Settings
Logo appears automatically in report headers
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

Company Overview - Dashboard metrics
Compliance - Compliance data source
Budgets - Budget data source
Goals - Goals data source
Planner - Planner data source

​Accessing Reports

​Reports List

​Reports Table

​Filtering and Search

​Viewing a Report

​Report Header

​Report Content

​Creating a New Report

​Report Builder

​Report Metadata

​Date Controls

​Display Settings

​Content Blocks

​Text Blocks

​Branding

​Planner Blocks

​Quarterly Roadmap

​Compliance Blocks

​Goals Blocks

​Budget Blocks

​Device Blocks

​User Coverage Blocks

​Users List

​Working with Pages

​Page Management

​Block Positioning

​Report Actions

​Saving Reports

​Exporting Reports

​Sharing Reports

​Report Types

​Best Practices

​Report Design

​Data Freshness

​Branding

​Troubleshooting

​Blocks Not Loading

​Export Issues

​Missing Data

​Related Resources

Accessing Reports

Reports List

Reports Table

Filtering and Search

Viewing a Report

Report Header

Report Content

Creating a New Report

Report Builder

Report Metadata

Date Controls

Display Settings

Content Blocks

Text Blocks

Branding

Planner Blocks

Quarterly Roadmap

Compliance Blocks

Goals Blocks

Budget Blocks

Device Blocks

User Coverage Blocks

Users List

Working with Pages

Page Management

Block Positioning

Report Actions

Saving Reports

Exporting Reports

Sharing Reports

Report Types

Best Practices

Report Design

Data Freshness

Branding

Troubleshooting

Blocks Not Loading

Export Issues

Missing Data

Related Resources