The Client Monthly Service Report offers a comprehensive monthly analysis of ticketing metrics for your clients. This includes trends in ticket volume, response and resolution times, and compliance with service level agreements (SLAs). By utilizing this report, you can enhance transparency and build client trust, facilitate informed discussions about service effectiveness, identify areas for improvement, and strengthen partnerships.
Who can access the Client Monthly Service Report?
Users must meet the following prerequisites to utilize the Client Monthly Service Report for HaloPSA:
- An active HaloPSA integration
- An Admin role for cloning the report and editing the report settings
- MSPbots login to view the report
Why should I use the Client Monthly Service Report?
The Client Monthly Service Report helps Managed Service Providers (MSPs) in the following areas:
- Provide clients with a clear view of their service activity and trends
- Highlight areas where service can be improved, or recurring issues addressed
- Support proactive discussions and data-driven decisions with clients
- Demonstrate SLA compliance and overall service performance
- Strengthen client satisfaction and trust through transparent reporting
Client Monthly Service Report data
The following table lists the data available in the Client Monthly Service Report for HaloPSA:
Widget |
Description |
| Tickets Opened Previous Month |
Displays the count of tickets opened in the previous month
|
| Tickets Closed Previous Month | Displyas the count of tickets completed or resolved last month |
| Tickets Opened Vs. Closed Previous Month | Shows the count of tickets opened and closed per day of the previous month |
| Tickets Opened Previous Month (By Type) | Shows the number of tickets opened in the previous month, by type |
| Average Time to Response Previous Month | Displays the average response time for tickets in the previous month |
| Average Time to Resolution Previous Month |
Displays the average time to resolution for tickets resolved in the previous month |
| Average Time to Resolution Previous Month (By Week) |
Displays the weekly Average Time to Resolution for tickets resolved in the previous month.
|
| Tickets Opened Previous Month (By Priority) | Shows the number of tickets opened in the previous month, by type |
| SLA Statistics Previous Month (By Priority) | Displays the percentage of tickets that met SLA in the previous month, broken down by priority, with details for response and resolution |
| Most Active Users Previous Month | Shows the top 25 users based on the number of tickets created from the previous month |
How to start using the Client Monthly Service Report
- On the MSPbots app, go to Reports.
- Click the Best Practice tab and search for Client Monthly Service in the search bar.
- Click the ellipsis
button > Clone.
- When the Clone window appears, select the Clone the Associated Widgets option.
- Review the details in the other fields and click Continue to save. The cloned report will appear under the My Reports tab.
- Next, go to the My Reports tab and open the cloned report.
- Customize the report by adjusting the widget filters or adding more template widgets.
-
Set up and send scheduled reports. Using the MSPbots Scheduled Reporting will automatically generate and send out the reports at regular intervals.