Client reporting for IT service providers
without the month-end spreadsheet
AI Insights 365 turns the data in your ticketing, PSA and monitoring tools into monthly client reports on SLA performance, ticket volumes, backlog and utilisation, asked for in plain English and emailed on schedule. A separate workspace for each client keeps every customer's data and access apart.
How it fits a service business
One workspace per client
Keep each customer's reports and data in its own workspace, with its own members and roles.
Monthly reports that send themselves
Build the report once, then schedule it to email the client on the first of every month.
In your client portal
Embed a live report in the portal your clients already use, or share a published link.
Questions service managers ask
- How many tickets did this client raise last month, by priority?
- Which SLA breaches happened this month, and on which tickets?
- How old is the open backlog, grouped by technician?
- What were average first-response and resolution times, compared with last month?
KPIs clients expect every month
Build these once, then schedule them for every client.
SLA performance
Breaches, response and resolution times against the contract.
Ticket volume and trend
By priority, category and site, month over month.
Backlog age
Open tickets by age band and owner.
Utilisation
Billable against available hours per technician.
Recurring issues
The problems that keep coming back, and where.
Security and patching
Devices patched, alerts raised and closed.
Frequently asked questions
Can it read our PSA or ticketing system?
Yes, through its database, its REST API, or an Excel or CSV export.
Can clients log in to see their own reports?
Yes. Invite them to their workspace with view-only access, share a published report link, or embed the report in your own portal.
Can each client get the report on a schedule?
Yes. Schedule a report to email any list of recipients daily, weekly or monthly.
How much does it cost?
Your first report is free, with no card and no deadline. After that, Premium is $5 for the first month, then $15 per user per month.
Further reading
Build next month's client report today
Connect your ticketing data and ask your first question. Your first report is free, with no card and no deadline.