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Getting started with reports
Getting started with reports
Manish Balaji avatar
Written by Manish Balaji
Updated over a week ago

MSPs deal with many clientele across time zones with vastly different customer requirements. Amidst all the action and chaos, tracking service desk performance, employee productivity, and workload funnels in order to run an efficient business could become extremely challenging. Well, not anymore!

The reporting module in allows MSPs to create, generate, schedule, and share insightful reports in the form of visually intuitive dashboards with their clients seamlessly. With our intelligent automation, you can say goodbye to manually generating multiple dashboards for every client.

In this section you'll learn how to:

  • Create a widget to visualize different business metrics

  • Build custom dashboards for different business functions

  • Share and schedule dashboards with clients

Things to know

Before we jump into setting things up, here are some cool things about our reporting module that you should know:

  • Widgets are your building blocks in You can add the metrics you need, filter them down to the specifics, and group them based on attributes to build a visually intuitive data chart.

  • Your dashboards are a compilation of all the widgets you've created. Akin to a canvas, you can add different widgets, resize them based on importance, and create a widget that brings key insights to the spotlight.

  • You can also share dashboards as an action within a dashboard. You can send one-time dashboards or set a schedule for the dashboard to be sent to the client periodically.

Terms we use

Before we get cracking, it is essential to understand a few terminologies associated with the module.

  • Attribute: Data about entities in that can be measured. This includes ticket count, response time, and ticket resolution time.

  • Function: A function is a mathematical (or logical) operation that is performed on an attribute to obtain quantifiable data called metrics. E.g. SUM of tickets would represent the total tickets created.

  • Metrics: Metrics help us derive meaningful insights when grouped or sorted in a specific way. E.g. employee-specific Average resolution time helps MSPs track personnel productivity.

  • Widget: A widget is a creative representation of metrics grouped together in a particular manner.

  • Dashboard: A dashboard is a collection of widgets.

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