analytics

Reports

Monthly reports are the core of MSPDock. They help you communicate the value of your managed services to every client in a professional, branded format.

On this page

Creating a report

Reports are created per client, per month. Each report covers a specific time period and includes sections for executive summary, ticket metrics, asset health, and recommendations.

  1. 1Navigate to Reports from the sidebar
  2. 2Click "New Report"
  3. 3Select the client from the dropdown
  4. 4Choose the report period (month and year) — the start and end dates are set automatically
  5. 5Select a template (or start with the MSP Standard template)
  6. 6Fill in each section of the report — ticket counts, SLA performance, notable incidents, and recommendations
  7. 7Click "Save" at any time to save your progress (reports auto-save as you work)
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Tip

If you have a PSA connected, MSPDock can pre-populate ticket data and asset information automatically. Connect your PSA first to save time on report creation.

Using templates

Templates define the structure of your reports — which sections are included, their order, and any default content. MSPDock includes a built-in "MSP Standard" template, and you can create your own custom templates.

MSP Standard template

The default template includes these sections:

  • checkExecutive Summary (supports AI generation)
  • checkTicket Overview (total tickets, open/closed, by category)
  • checkSLA Performance
  • checkNotable Incidents
  • checkAsset Health and Inventory
  • checkRecommendations

Creating a custom template

  1. 1Go to Settings → Report Templates
  2. 2Click "New Template"
  3. 3Name your template and add/remove/reorder sections as needed
  4. 4Set default content for any section (e.g., a standard intro paragraph)
  5. 5Save the template — it will be available when creating new reports

AI narrative generation

MSPDock uses AI (powered by Anthropic Claude) to generate executive summaries for your reports. Instead of staring at a blank page, you click a button and get a professional, client-friendly narrative based on the data in your report.

How it works

  1. 1Fill in the data sections of your report (ticket counts, incidents, asset health, etc.)
  2. 2Click "Generate AI Summary" on the Executive Summary section
  3. 3MSPDock sends the report data to Claude, which generates a 150-200 word summary
  4. 4The summary appears in the editor — review it and make any adjustments
  5. 5The tone is professional, plain English, and client-friendly by default

The AI summary highlights key metrics, notable incidents, and trends compared to the previous month. It is designed to be sent directly to a non-technical business owner or decision-maker.

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Tip

The more data you provide in the report, the better the AI summary will be. Fill in ticket counts, SLA metrics, and notable incidents before generating the narrative.

Carry-forward from previous reports

When you create a new report for a client, MSPDock can carry forward data from the previous month's report. This saves you from re-entering information that does not change month to month, such as asset lists and recurring recommendations.

What carries forward

  • checkAsset/inventory data
  • checkRecurring recommendations that are still open
  • checkReport section structure and template

What does not carry forward

  • closeTicket counts and metrics (these are specific to each month)
  • closeExecutive summary (you generate a fresh one each month)
  • closeNotable incidents

Carry-forward happens automatically when you create a new report and there is a previous report for the same client. You can modify or remove any carried-forward data.

Grading system explained

Each report section can receive a grade from A to F. Grades provide a quick visual summary of how the client's IT environment is performing in each area.

GradeMeaning
AExcellent — exceeding expectations, no issues
BGood — meeting expectations with minor areas for improvement
CAcceptable — some concerns that should be addressed
DBelow expectations — significant issues requiring attention
FCritical — immediate action required

Grades are assigned by the engineer creating the report. They are subjective assessments based on the data — MSPDock does not auto-calculate grades. Clients see the grades in the portal and PDF exports, making it easy for non-technical stakeholders to understand performance at a glance.

Publishing to client portal

When a report is ready, you can publish it to the client portal so the client can view it online.

  1. 1Open the completed report
  2. 2Click the "Publish" button in the top toolbar
  3. 3Confirm publication — the report becomes visible in the client portal
  4. 4The client can view the report at any time by logging in to their portal

Published reports are read-only in the portal. If you need to make changes after publishing, you can unpublish, edit, and re-publish.

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Note

Publishing a report makes it immediately visible to the client. Review all sections carefully before publishing.

Exporting as PDF

You can export any report as a branded PDF to send via email or attach to other documents.

  1. 1Open the report you want to export
  2. 2Click the "Export PDF" button in the top toolbar
  3. 3A PDF is generated with your MSP branding (logo, company name, colors)
  4. 4The PDF downloads to your computer automatically

The PDF includes all sections, grades, and data from the report. It uses your company branding configured in Settings → Company.