On this page
MSPortal publishes this page, and MSPortal is one of the products listed. We have kept claims about other products to what each vendor says on its own site, linked below, and we recommend checking current details with each vendor.
Criteria for choosing MSP client reporting software
Decide what matters before you look at products. These are the questions that separate the options in practice:
- Integrations. Does it connect to your PSA, RMM, Microsoft 365, backup and security tools, and how often does each sync?
- Client mapping. How does it match one client across tools with different names, and how does it stop one client's data appearing in another's report?
- Report types. Does it cover the reports you need: monthly service summaries, QBRs, security reviews, asset lifecycle, budgets?
- Narrative. Can it help write the explanation, and does it show where the text came from so you can check it?
- Review before delivery. Can scheduled reports wait for approval before a client sees them?
- Where clients read it. Email attachment, shared link, or a branded portal clients log in to?
- Branding. Your logo, colours and domain, without the underlying tool's branding.
- Multi-location clients. One report across several sites or subsidiaries, or one per location?
- QBR workflow. Agenda, presenting, decisions and follow-up, or reports only?
- Cost basis. Per data source, per client, per user or per technician. Compare against your own client count and tool stack.
A shortlist of client reporting software for MSPs
| Product | Type | Where it fits | Vendor source |
|---|---|---|---|
| MSPortal | Client portal with reporting, dashboards and vCIO tools | Reports and QBRs published in the client's branded portal next to tickets | Reporting guide |
| ConnectWise Reports and Dashboards (formerly BrightGauge) | Dashboards and reporting | Scheduled metric reports sent to many clients | Client Reporting doc |
| MSPbots | Business intelligence and automation | Multi-tool dashboards and branded scheduled reports | Business intelligence page |
| ScalePad Lifecycle Manager | Client planning and QBRs | Roadmaps, budgets and client-ready review deliverables | Lifecycle Manager page |
| myITprocess (Kaseya) | Assessments, roadmaps and QBRs | Assessment-led reviews and reports | Product page |
| Strategy Overview | vCIO and QBR platform | Assessments, roadmaps and QBR decks | Strategy Overview site |
| CloudRadial | Client portal with reporting and planning | Portal-based reports clients can run themselves | Features page |
MSPortal
MSPortal is a client portal that includes reporting, dashboards, compliance, Planner, budgets and meetings. Reports are built from more than 90 blocks covering tickets, devices, compliance, Microsoft 365, backup, security, training, satisfaction, the roadmap and budgets, or as AI-drafted full reports with sources cited. Schedules run at each client's local time, can wait for approval, and publish to the client's portal or send by email. A parent company report can cover every location. Reports can be added to a meeting agenda and presented. See the reporting feature and the vCIO workflow.
Check: whether your integrations are supported on the integrations page, and how each sync cadence affects report timing.
ConnectWise Reports and Dashboards (formerly BrightGauge)
ConnectWise's Client Reporting documentation describes creating automated client reports, with client mappings that link a company's name across datasources so "a single scheduled report" can be "filtered and sent to multiple clients". Consider it if your reporting is mainly metric dashboards and scheduled reports.
Check: client mapping maintenance for clients with several sites, which datasources you need and which plan includes scheduled reports.
MSPbots
MSPbots' business intelligence page describes client reporting as "create once, reuse everywhere", with "automated delivery, flexible recipients, and fully branded reports", prebuilt templates, scheduling for many clients and 80+ integrations. Consider it if you want analytics across many tools along with client reports.
Check: how reports reach clients, how narrative is written and how much setup your templates need.
ScalePad Lifecycle Manager
ScalePad's Lifecycle Manager page describes it as QBR software, with a Deliverables module combining goals, roadmaps, budgets, assessments and partner reports into "one client-ready presentation layer", plus meetings with agendas, notes and action items. Consider it for planning-led reviews, especially if you already use ScalePad products.
Check: which modules and editions you need. Our Lifecycle Manager comparison covers the differences we could verify.
myITprocess
Kaseya's myITprocess page describes recurring technology assessments, "customizable, professional, easy-to-read reports", visual roadmaps and a tool that "builds a clear, actionable agenda" for QBRs. Consider it if your reviews are built around a structured assessment.
Check: how reports reach clients between reviews. See the myITprocess comparison.
Strategy Overview
Strategy Overview describes assessments, roadmaps and QBR decks generated from its data, "one-click PDF reports" and reporting "in your white labeled portal", with an AI agent that prepares meetings. Consider it for vCIO-led reviews. The Strategy Overview alternatives guide covers how it compares.
Check: which integrations feed the reports and what your team must review in AI-prepared material.
CloudRadial
CloudRadial's features page lists infrastructure, Office 365, warranty and training reporting, dashboards that can include third-party sources, a vCIO planner, and on-demand reports clients can run as "branded PDF reports on their own". Consider it for portal-based reporting. See the CloudRadial comparison.
Check: the QBR workflow and how planning connects to reports.
Your PSA's built-in reports
Most PSAs include reporting. It can be enough for a ticket summary, but usually stops at data held in the PSA itself, so security, backup, device and budget information needs another tool. See whether a PSA's portal is enough.
How to trial client reporting software
- Pick two real clients: one simple, one with several locations or messy data.
- Rebuild last quarter's report in each candidate and compare it with what you sent.
- Check the mapping. Confirm each report contains only that client's data.
- Schedule a report with approval on and watch what happens on the run date.
- Show it to a client contact and ask what they would read.
- Price it against your real client count, data sources and users.
Related questions
Is BrightGauge still available for MSPs?
BrightGauge is now offered by ConnectWise as ConnectWise Reports and Dashboards, with documentation published under the BrightGauge name on the ConnectWise documentation site. Check ConnectWise's current plans for the reporting features you need.
What is the difference between reporting software and QBR software?
Reporting software focuses on collecting metrics and sending scheduled reports or dashboards. QBR software focuses on the review itself: assessments, roadmaps, budgets, the meeting and decisions. Some products cover both, so decide whether you need metrics, reviews or both before comparing.
Do MSPs need a separate tool for client reports?
Not always. A PSA's built-in reports can cover ticket summaries. A separate tool helps when reports need data from several systems, such as security, backup and devices, or when you want scheduled, branded reports and QBRs without building them by hand.
Can clients open reports in a portal instead of email?
Yes, with client portal products that include reporting. Clients sign in and open published reports alongside their tickets and other IT information, so they can find an earlier report without searching their email. Some portals can also email the report to chosen contacts when it is published.