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Reporting on RMM
in progress
Anirudh K Murthy
Dear Users,
We are thrilled to announce the launch of two powerful features designed to help you manage your client data and reporting more effectively: Custom Raw Data Builder and PDF Report Downloads in SuperOps.ai.
Custom Raw Data Builder:
We have introduced a flexible and powerful custom raw data builder to provide you with the ability to create tailored reports by selecting specific data fields relevant to your needs. This feature enables you to build custom data reports and gain precise insights into your clients' assets. Learn more about working with the custom raw data Builder in our solution document here: https://support.superops.ai/en/articles/7843787-working-with-data-reports
PDF Report Downloads:
To make sharing and presenting your reports more convenient, we have introduced the ability to download reports as PDF files. This feature includes a variety of report types, such as patch summary report, patch details report, software inventory report. With PDF downloads, you can easily share these reports with your team, clients, or stakeholders. Explore the details about PDF reports in our solution document here: https://support.superops.ai/en/articles/7262030-all-about-pdf-reports
We're continually working to enhance our reporting capabilities. In the near future, we will be adding more PDF reports, including Asset Activity Report, Asset Health Report, and Executive Summary Report, to provide you with even more comprehensive and detailed insights on the asset management and RMM side.
By combining these features, you can now access comprehensive reports with the flexibility to download and share them in a user-friendly format. We believe that these enhancements will greatly improve your reporting experience and enable more efficient management of your clients' IT environments.
As always, we appreciate your feedback and suggestions to help us continue improving our offerings.
Lumitiv
I have presented an option for reporting to GP that would make SuperOps an incredibly robust system for creating both detailed and custom documentation for customers. What this involves is essentially writing the core functionality of Page Builder into a reporting system to allow the layout formatting, customization and use of modules to get the documents built the way you want them.
Hoping this gets implemented as it would allow us to create very custom reports that meet each of our individual needs, rather than the typical industry templates.
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Erick Grau
I would add an Asset replacement report where we the MSP control the variables. Some clients are ok with 10th i7, some require i9 min. SyncroMSP does that but they control the variable and allow 8th gen i7 intel as still good for 24+ months. I had to create custom fields and drop downs to produce a more accurate report on 350 machines - manually
Anirudh K Murthy
Michael Mills Thank you for the detailed note on the types of reports that are most critical to your operations.
Akhilesh Subramanian is the product manager for PSA and he would respond back on the invoices piece you have mentioned.
On the assets reports, we have been continually adding more metrics to the asset side of reports. Asset ageing, patch summary and few other metrics are on the roadmap for this quarter. I will reach out to you to further understand, in-depth, about your requirements.
I will keep this thread posted on the metrics that we ship.
Anirudh K Murthy
Tuffnut
Thank you for your comment.
Just to keep you posted on the reporting that is already available within SuperOps.ai for RMM. Below are some of the configurable metrics currently available:
- Asset report
- Alert report
- Patch health
- Antivirus health
- Data back-up health
- Remote sessions count
All of the above metrics can be drilled down basis OS, manufacturer, client, memory, custom fields and multiple other conditions which are configurable.
We continue to add more metrics to the RMM side with each passing sprint, so stay tuned for updates on this!!!
If you feel there is any specific report(s)/metric(s) that you would want to see in SuperOps.ai, share your thoughts here!!
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Michael Mills
Anirudh K Murthy: The most important report is a monthly report on unpaid (and un-voided) invoices that is sent to the client. It should be customizable to the MSP's approach to bill collection (a mail template). Without those monthly reminders, small businesses will go forever without paying, even though they want to pay. They will lose the invoice, they will forget they owe you money. Without their money, we cannot stay in business, and staying in business is the goal.
The next most important report is an executive report that goes to the designated email for the client.
It includes:
The number of assets (increases or decreases)
The Average Health of those assets (based on unresolved alerts, Antivirus /Security Stack Installation, and Patch Availability by Age (old patches are inherently less healthy than recently released patches), The age of Assets (older systems need to be replaced to keep the system healthy))
This should be shown as a 1-100 score that helps the recipient to quickly asses that their systems are in generally good health).
All other reports need to be focused on highlighting areas of concern for different areas of the business.
Being a one-man shop where I wear many hats, I recognize that the reports useful to those who are purely in a management role are of less use to me, but still valuable to them. They will have reports that make their life easier for firms of their size and scope. However, I think the two top ones I listed are universal in their necessity.
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Akhilesh Subramanian
Michael Mills: Thank you for sharing your feedback, wrt to the reports on invoices. It is possible to create charts on invoice metrics which can include the number of paid/unpaid invoices, invoices that are not void, etc.,
You would also be able to add them to a report ( dashboard ) and schedule it for clients on a monthly basis. Based on which client the report is sent for they will be seeing only their data on the dashboard.
Also, since the dashboard is shown on the client portal they can immediately hop a tab to the invoice section to verify the same and act on invoices that need their attention.
Let me know if this helps, our team would be happy to help you setup the same! Have informed them internally as well! Thanks!
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Michael Mills
Akhilesh Subramanian: That sounds like the right data... but in the wrong place.
I understand the desire to believe that clients will come to the data... but they will not. They will, at most, read an email, If they respond by clicking in an email or hitting reply, I count myself lucky.
To this end, client reports must go to clients in their email as a fully realized HTML email report, or they are not useful for the purpose.
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Akhilesh Subramanian
Michael Mills: Got it Michael, I will have that noted and explore how we can start supporting this functionality down the line.
Anirudh K Murthy
in progress
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Tuffnut
Im new to SuperOps. So you say that there is no Report option atm?
I would like to send a report to the client. They pay for a solution so it would be fair to send a report. Pretty sure they wont read it, but they pay for a solution, and with a report by e-mail, they get at least the feel, the solution is actually working for them in the background.
The report should be highly configureble
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Sebastian Soares
Fantastic! Looking forward to seeing it!
Anirudh K Murthy
planned