Docs

Reports

The internal dashboard, the report builder, scheduled reports, monthly customer reports, presentations and the customer health score.

  1. 1 Reports overview What the Reports area covers, who can see which figures, and how to read the internal dashboard.
  2. 2 The report builder Start from a template or from scratch, pick the data and period, filter, group twice, compare periods, show the top groups, chart and export to Excel.
  3. 3 Saved and scheduled reports Save a report, share it with the team, email it on a schedule to staff, customers' contacts or outside addresses, and check what was sent.
  4. 4 Monthly customer reports How monthly customer reports are made, reviewed, given your own note and recommendations, emailed and published to the portal.
  5. 5 Customer report settings and templates Set the schedule and delivery, choose recipients per customer, and design the report template.
  6. 6 Customer health score One number out of 100 per customer, what goes into it, where it shows and how to tune it.
  7. 7 Rates, costs and targets Set hourly rates, staff cost rates, fixed costs and utilisation targets so profitability and utilisation are right.
  8. 8 TV dashboards Build wall screens for the office or a customer's reception, rotate them with playlists, and put them on a screen with a pairing code or a display link.
  9. 9 Goals, kudos and leaderboards Recognise good work with leaderboards, kudos and badges, set goals for people and teams, and hold one-to-one check-ins.
  10. 10 Data from other tools Report and bill on figures from other vendors: backups from Datto BCDR, Cove and Veeam, security agent counts, and any other tool's numbers as a dataset.
  11. 11 Dashboards and your Home layout Build your own dashboards from saved reports, KPIs with targets and Home blocks, share them with the team or chosen roles, and choose what your Home page shows.
  12. 12 Presentations Turn a customer's figures into a slide deck, from a business review or monthly service review to a security, backup assurance, hardware refresh or project close deck, choose who it is written for, edit the slides and speaker notes, and approve it before it leaves the team.
  13. 13 Presenting, publishing and the ask Present a deck with a presenter view, notes and a timer, download it as a PDF or an editable PowerPoint file, publish it to the customer's portal or email it, and record what the customer agreed to and declined.