What you can do with Reports

You do not have to build it yourself. Say "Show me the reports we have saved" and Elise lists them. Say "How many tickets did we get by status over the last 30 days?" and she runs the report on your data and gives you the numbers. Neither changes your data, and both need access to reports.

Elise can run the same kind of report on time entries and invoices as well as tickets, so ask her to add up whichever you need.

For a written-up answer, ask for "SLA attainment for the last 90 days", "Who are our unhappy CSAT clients this quarter?" or "How healthy is the fleet this month?". For SLA and CSAT the portal computes the numbers and Elise only writes them up. Fleet health is the portal's own numbers with no AI step. SLA attainment covers first-response and resolution rates overall, by month and by priority, plus the clients with the most misses. CSAT covers the average and trend, a tech leaderboard, low scores with the client and comment, and themes from the comments. SLA and CSAT take a window of 7 to 365 days. Fleet health reads the same numbers as the RMM Health page, for 7, 30 or 90 days or a custom range, and is available on an MSP instance.

To get the data out, ask Elise for "a CSV of our invoices" or "Bluebird Dental's tickets as a CSV". She hands you a download link for tickets, invoices, estimates, clients, users, CSAT, devices and more, for the whole business or scoped to one client. The link checks your own access when you click it, so it never shows more than you may see.

To change things, say "Save that as a bar chart called Weekly tickets by status" and Elise saves it under Saved Reports straight away unless your admin asks for approval. Say "Rename that report and change it to the last 90 days" and she updates it. Deleting is held back: "Delete the old weekly tickets report" is filed for someone who holds the permission to delete reports to release.

CSAT Responses lists each customer rating with Rating, Ticket, Comment, Client, Tech and Rated columns. Pick Last 7, 30, 90 or 365 days. A rating keeps the scale that was in effect when the customer gave it, so an older 4 out of 5 is never redrawn as 4 out of 10 after the scale changes.

RMM Health shows Devices, Offline, Uptime, Patch compliance and Open alerts as stat tiles, then a row per client with pending reboots, alert tickets, agent versions and auto-remediation. Filter by Period and Client, and Export CSV. Uptime measures agent heartbeat, not operating-system uptime, and a dash means nothing could be measured, which is not the same as zero. The What each number counted footer spells out each count.

Picking a Report Builder template only fills in the sentence. Saving always creates a new report of your own, and the template itself is never changed.

The Report Builder turns a report into one sentence, Show me Tickets as Ticket Count by Status over Last 30 Days showing All. Start from a template with Browse, or pick the data, the metric, the grouping and the date range yourself. Choose Bar, Line, Area or Pie, which changes only how the same data draws. Sentence view and Panel view are two toggles for the same choices, and Ask Elise on the card opens a chat to help you create the report.

Save Report asks for a name and an optional description, pre-filled from a template. Visible to whole team is off by default, so only you see it until you turn it on, and Save adds it to Saved Reports.

Open a saved report to change its Date Range without changing the range saved on the report, switch between Chart and Table, download a CSV, Refresh, or Edit it in the builder. Duplicate, Pin to Dashboard and Delete are in its menu, depending on what you are allowed to do. Below the chart the Schedule card emails the report as a CSV every day, week or month. See How to email a report to your team or clients on a schedule.