Skip to main content
The Reporting module lets you build professional reports by combining data blocks from across MSPortal. Use it for QBR presentations, compliance summaries, budget forecasts and more. This guide is for MSP staff who create and share reports, and for users who read them.

​
Before you start

  • Click Reporting in the main navigation. Which tabs you see depends on your role.
  • Reports are company-specific. Pick a company in the company selector before you create one.
  • Creating reports needs Write or Manage access to Reporting. Scheduled, Approvals, Imports and Settings need Manage.

​
Read a report

1

Open Reporting

Click Reporting in the main navigation. The Reports tab opens.
2

Find the report

Use the table search and filters, or click a column heading to sort. The table shows Report Title, Company, Creator, Created, Report Period, Blocks, Type and Status (Draft, Published, Generating or Failed).
3

Open it

Click the report title, or open the row’s … menu and choose View.
4

Export or edit

Use Print/Export PDF to print or save a PDF. Full reports also offer Word (.docx) in an Export menu. Users with write access see Edit Report.
Print/Export PDF opens your browser’s print dialog, so choose the destination and options there. The button waits until every block has finished loading.

​
Create a report

1

Select the company

Choose a company in the company selector at the top of the portal. In Global View the builder shows Select a Company and asks you to pick one first.
2

Click New Report

On the Reports tab, click New Report and choose Builder for a block-by-block report, or Full Report for a generated, narrative-style report.
3

Set the report details

In the builder, click Report Settings. Set the Type, Description, Date Range and display options. See below.
4

Add blocks

Search the Blocks list on the left and click a block to add it to the page.
5

Arrange and configure

Drag blocks into place and use each block’s gear to configure it.
6

Save

Press Ctrl+S (Cmd+S on Mac) or click Save. Wait for the status to read Saved.
You can also start from a template on the Templates tab.

​
Set up the report in the builder

Click Report Settings under the title to open the panel on the right. The title and version number are at the top of the builder. The version is a label you set. It does not give you a restore history. Use the undo and redo buttons for the current session. Report types come from your tenant. If there are none, click Configure types to open the Reports Settings tab. Compliance content works best in Continuous mode. The builder warns you and offers Switch.

​
Add and arrange blocks

1

Find a block

The Blocks panel groups blocks by category. Use Search blocks… to filter. Blocks only appear when you have the permission and, for integration blocks, the integration.
2

Add it

Click the block. It lands on the current page.
3

Move and resize

Hover over the block. Drag the grip to move it and use the size button to change its size.
4

Configure or remove it

Click the gear to edit the block’s settings. Click X to remove it.
5

Manage pages

Click + Add Page to add a page. Use the trash icon next to a page number to delete that page.
Some blocks with long lists have Split across pages. It spreads the rows over several blocks on following pages. Check each page for clipped or missing rows.

​
Save, share and export

Adding content to a new report can create it before you click Save, so check the report list. A new template needs one manual save before autosave starts.

​
Native PSA CSAT in reports

MSPortal can show HaloPSA native CSAT responses and Autotask native survey results in reports. Keep collecting satisfaction feedback in your PSA, then turn on Import satisfaction ratings in the Halo or Autotask integration. You also need PSA read access, the right rating scale for Halo, synced tickets, linked companies and CSAT permission for the reader.
1

Add the blocks

In the builder, add CSAT Overview, CSAT Trend, CSAT by Company or Recent CSAT Feedback.
2

Set the company and period

Choose the company and the Date Range.
3

Save and review

Save the report and check the rendered results before you share it.
The same blocks work on custom dashboards. They combine Halo or Autotask with other CSAT sources and 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.

​
Content blocks

The library is large and changes with your integrations and permissions. Use Search blocks… to find a block. Common blocks include the following.

​
Quarterly Roadmap

Groups planner items by fiscal year and quarter for QBR slides and client PDFs.

​
List of Users

A coverage matrix that shows which systems each user is in. The block lists users in the report’s allowed company scope.

​
Troubleshooting

​
Frequently asked questions

It can. Autosave starts once the report has content and a company. Check the save status and the report list.
No. It is a label. Use undo and redo for the current session and keep a copy before large changes.
No. Data blocks follow the date range. Generated text does not change on its own, so regenerate it and check it matches the period.
Wait for the blocks to load, confirm the company and period, look at every page for clipping or empty data, and review the narrative and branding.
Your tenant logo comes from your tenant settings. Check the Company Logo block and the exported PDF to confirm it appears.