The Reporting module provides powerful analytics and reporting capabilities to help you gain insights, track performance, and make data-driven decisions across your organization.

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Key Features

  • Custom Reports - Build reports tailored to your needs
  • Pre-built Templates - Library of ready-to-use reports
  • Real-time Dashboards - Live data visualization
  • Scheduled Reports - Automated report generation and distribution
  • Data Export - PDF export for professional sharing
  • Cross-module Analytics - Combine data from multiple modules

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Getting Started

  1. Explore pre-built report templates
  2. Customize reports to match your requirements
  3. Create dashboards for key metrics
  4. Schedule automated report delivery
  5. Share reports with stakeholders

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Report Categories

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Operational Reports

  • Service Desk Performance - Ticket metrics and SLA compliance
  • Device Inventory - Asset status and utilization
  • User Activity - Login patterns and system usage
  • Project Status - Task completion and timelines

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Financial Reports

  • Budget Analysis - Actual vs. planned spending
  • Cost Centers - Department expense tracking
  • License Utilization - Software license optimization
  • ROI Analysis - Return on investment metrics

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Compliance Reports

  • Audit Reports - Compliance status by framework
  • Security Posture - Security metrics and incidents
  • Training Compliance - Training completion rates
  • Policy Adherence - Policy compliance tracking

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Strategic Reports

  • Goal Progress - OKR and goal achievement
  • Company Health - Overall organizational metrics
  • Survey Results - Feedback analysis and trends
  • QBR Reports - Quarterly business review packages

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Dashboard Features

  • Widget Library - Charts, graphs, tables, and KPIs
  • Drag-and-Drop - Customizable dashboard layouts
  • Real-time Updates - Live data refresh
  • Drill-down - Interactive data exploration
  • Mobile Responsive - Access from any device

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Best Practices

  • Define KPIs - Identify key performance indicators
  • Regular Reviews - Schedule periodic report reviews
  • Data Accuracy - Validate data sources regularly
  • Stakeholder Input - Gather feedback on report usefulness
  • Version Control - Track report modifications

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Advanced Features

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Report Builder

  • Visual Designer - Drag-and-drop report creation
  • Data Sources - Connect multiple data points
  • Filters - Dynamic filtering options
  • Calculations - Custom formulas and metrics
  • Formatting - Professional report styling

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Distribution Options

  • Email Delivery - Automated email distribution
  • Portal Access - Share via MSPortal.ai
  • API Access - Programmatic report generation
  • Embedding - Include reports in other applications

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Need Help?

For assistance with the Reporting module, contact support@msportal.ai or consult our report builder documentation.