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View and add workgroup reports

Last Update: 7/21/2017 11:35 AM
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​​​The reporting capabilities in MSPComplete help you evaluate the efficiency and profitability of service delivery to your customers. The reports you create are snapshots that keep you informed about the current state of your IT service provider business and allow you to track results over time.

With the range of report types that are available, you can learn how long it takes to deliver services to your customers, how much those services cost, where the processes encounter bottlenecks, the status of current projects, and which services are generating the most revenue for your company. There are also various summary and inventory reports. Your reports can be defined by date ranges, customers, and other criteria to provide you with precisely the information you need.

Two especially powerful reports are the Service Averages Report and the Service Cost Report. These reports enable you to determine the cost and profitability of services across your entire customer base (within a workgroup) or the cost of an individual service or project delivered to a specified customer. These report types are discussed in more detail later in this article.

Important: Currently, only members of your organization who have been assigned the administrator role in MSPComplete can open the Reports Center and access, view, and create reports.

Here are some of the key features and benefits of the reporting capabilities in MSPComplete:

  • You can use reports to find out how much time and money a specific team or team member(s) cost your organization across all the services that you deliver to customers.
  • Reports help you determine which member(s) and teams should be assigned to which services for maximum efficiency and cost-effectiveness.
  • You will gain insights into the true costs of service delivery, and you can apply that knowledge to your business to boost profitability.
  • Service-related costs can be entered into the system at the member level, at the Partner level, or on a per-service basis.
  • The more granular the time and cost data you enter into the system, the more accurate and useful your reports will be.
  • You can run customer summaries, hardware and software inventories, and device usage reports.

For more information: To learn how to enter per-hour costs for specific members or teams into MSPComplete, see the People article. To learn how to enter a dollar amount for what you charge your customers for a specific service, refer to the Delivery Center article and see the Service Library. After you've entered that data into the system, it is then available for any reports you want to generate.

 

Contents of this article:

View reports

To work with reports in MSPComplete, you'll need to navigate to the Reports Center.

To view reports for the selected workgroup, click Reports in the left navigation pane.

reports01.png 

In the Reports Center, you will see this information:

  • The names of all the available reports
  • The type of each report (Costing or Inventory)
  • The time periods covered by the reports
  • When each report was last generated
  • The number of existing instances of each report

Clicking a report name opens its details pane, which contains a list of all instances (if any) of that report across your customer base. Click an instance in the list to view that report. You will notice that the column headings for the information included in reports vary from one report type to another. You can also click Add Report in the details pane to initiate a new instance of a report.

Important: Note the ellipsis button () on the right for each report type listed in the Reports Center. On the drop-down menu for this button, you can select options to view all existing instances of that report, archive the report, or generate a new instance of the report.

 

Add reports

Generating reports in MSPComplete is a quick, easy process.

To add a report, complete these steps:

  1. Click Reports in the left navigation pane.
  2. In the Reports Center, click the report type you want to use.
  3. Click Add Report.
  4. Set a start date and an end date for the time period that you want the report to cover.
  5. Click Save.

 

Featured report types

All the report types available in MSPComplete are valuable tools for tracking and analyzing the service delivery you provide for your customers. However, there are two vital report types that you will likely choose to run again and again: Service Profit Averages and Service Cost Report.

 

Service Profit Averages

This report provides aggregated service cost and profit data pertaining to all services that you have delivered across your customer base within a workgroup during a specified time period.

To add a Service Profit Averages report, complete these steps:

  1. Click Reports in the left navigation pane.
  1. In the Reports Center, click Service Profit Averages.
  2. Click Add Report.
  3. Set a start date and an end date for the time period that you want the report to cover.
  4. Click Save.

 

Service Cost Report

This report provides cost and profit data pertaining to a specific service or project that you have performed for a particular customer during the specified time period.

To add a Service Cost Report, complete these steps:

  1. Click Reports in the left navigation pane.
  2. In the Reports Center, click Service Cost Report.
  3. Click Add Report.
  4. Set a start date and an end date for the time period that you want the report to cover.
  5. Click Save.​