Published to the client portal
Clients open published reports in their own portal. Drafts stay hidden from them until your team publishes.
Client reports and QBRs built from your portal data
Branded reports, AI-written QBRs and scheduled delivery
MSP team view
Build reports from 90+ blocks covering tickets, devices, compliance, Microsoft 365, security and budgets, or have AI write a full QBR with its sources cited. Your team reviews each report, then publishes it to the client's portal or emails it on a schedule.
Used by MSPs including
What changes for your clients
The problem
Clients get a report once a quarter at best, because each one takes hours to assemble by hand
In MSPortal
Start from a saved template, or describe the report you want and AI lays out the blocks. Schedule it weekly, monthly or quarterly for one client or many.
The outcome: Clients receive regular reports on a schedule they can count on
The problem
Clients read figures copied from last month's screenshots
In MSPortal
Each block pulls the latest synced data for the report's company and date range when the report runs
The outcome: Clients see current ticket, device, security and compliance figures for the period they asked about
The problem
Clients with several locations get one report per site and have to piece the picture together
In MSPortal
A full report for a parent company can cover the parent alone, merge every child company, or give each location its own section
The outcome: Leadership reads one report that covers every location
“We recently introduced MSPortal to a small group of clients for our IT Business Reviews, and the impact was immediate. Our team quickly saw meaningful gains in speed and efficiency through the use of AI, the ability to edit reports directly within the platform, and its overall ease of use. It has helped us bring our established technology roadmaps and business alignment process together faster and more effectively.”
Build, review and deliver
Your team reviews every report before a client sees it.
MSP team view
Scheduled delivery
Run reports weekly, monthly, quarterly or once, at each client's local time. Turn on approval to hold every run until someone on your team signs off.
MSP team view
90+ reporting blocks
Tickets, devices, warranties, compliance, risk, Microsoft 365, backup, security tools, training, CSAT, projects, Planner and budgets. Drag and resize them on the page.
AI-written full reports
Pick a QBR, monthly report, security review or project completion report. AI writes the summary, risks, decisions needed and a 7, 30 and 90 day action plan, with sources cited.
MSP team view
Branded exports
Place your logo and set the card styling, then export to PDF. Full reports also export to Word.
Present it in the QBR
Add the report to a meeting agenda and present it as slides. After the meeting, wrap-up turns the transcript into notes, action items and a summary for the client.
At a glance
- Clients open published reports in their portal or receive them by email
- Schedules send at each client's local time, with optional approval first
- One parent-company report can cover every child location
- AI drafts full reports with cited sources, and your team reviews them before clients see them
What data can a report include?
Blocks cover tickets, devices and warranties, compliance and risk, Microsoft 365 licenses and Secure Score, backup, security tools such as Huntress and Avanan, training and security awareness, CSAT from surveys or HaloPSA and Autotask ratings, projects, goals, Planner and budgets. A block shows data only when the matching integration is connected and the reader can access that module. You can also add PDFs from other tools by emailing them to the company's import address.
How does automated report scheduling work?
Choose a template, the companies and a cadence, and MSPortal generates each run at the client's local time. Each run uses the data synced at that moment, which can trail the source tool by one sync cycle. With approval turned on, nothing is published or emailed until someone on your team approves the run.
Can I use reports for QBR presentations?
Yes. Add the report to the meeting agenda and choose Present to walk through it as slides. After the meeting, the wrap-up step takes your transcript and drafts notes, action items and a summary email, which you review before it goes to the client.
Are reports branded with my company's identity?
Yes, through the logo block and card styling. The logo appears where you place the block, so check the layout and the exported PDF before sharing.
How does AI help with report creation?
AI helps in two ways. The AI report builder turns a request such as "quarterly review with ticket trends, device health and the roadmap" into a page of blocks. Full reports go further, with AI writing the executive summary, KPIs, risks, recommendations and action plan from the data it was given, citing sources and listing data gaps. A generation review flags missing sections or citations it couldn't verify, and AI edits show the current and proposed text side by side before you apply them.
Explore related features
See how it would work for your clients.
Book a 30-minute demo with our team, or try it yourself.