No ETL, because there is nothing to extract
Every report reads the same records the work is done in. Numbers are current as of the last click, not the last nightly job.
Because tickets, time, contracts, invoices, and endpoints share one data model, the reports are joins — not exports. Billed hours, AR aging, value delivered, technician utilization, and fleet health, live.
Every report reads the same records the work is done in. Numbers are current as of the last click, not the last nightly job.
Patch posture and fleet health sit next to AR aging and realized rate — because the conversation about renewing a contract needs both.
Every report exports for the auditor, the board deck, or the quarterly business review — scoped per customer or per business unit.
Hours captured, billed, and written off — by technician, customer, ticket type, and period.
Open invoices bucketed by age with per-customer drill-down, feeding automated invoice reminder cadences.
A running record of value delivered per customer — the artifact that makes a renewal conversation short.
Agent check-in health, patch posture, disk and resource pressure, and CVE exposure across the fleet.
Time-to-first-reply, time-to-resolve, and technician utilization with per-customer and per-priority breakdowns.
Export any report for auditors and QBRs, gated by its own permission so exports stay accountable.
Time tracking, project work, customer profitability, and reporting — wired to your tickets and billing.
See PSAQuote, sign, deliver, and invoice from one platform. Per-customer overrides on everything.
See Contracts & BillingOne Go-native agent for Windows, macOS, and Linux. Zero dependencies, signed, runs as SYSTEM.
See RMMThe built-in reports cover hours, AR, value, SLA, utilization, and fleet health with filtering and export. For bespoke analysis, the public API and personal access tokens let you pull the same records into your own tooling.
Live. Reports read the operational records directly, so there is no sync lag to explain in a QBR.
Yes — every report scopes per customer, per brand, and per period, which is how QBR packets get assembled without spreadsheet stitching.
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