Report types
- Technician Scorecard
- Client Service Report
- Service Desk Overview
Performance metrics for individual technicians over a selected period:
- Tickets resolved
- Average response time
- Average resolution time
- SLA compliance rate
- Billable hours logged
- CSAT score (per technician)
Date ranges
Select from preset ranges or define a custom period:- Last 7 days
- Last 30 days
- Last quarter
- Custom range — Pick specific start and end dates
Generating a report
1
Select report type
Navigate to Reports in the sidebar and switch to the PSA tab to see PSA-specific reports.
2
Set parameters
Choose the date range and, if applicable, the technician or client to report on.
3
Preview
The report renders on screen. Review the data before exporting.
4
Download PDF
Click Download PDF to save the report. The PDF matches the on-screen preview exactly.
Scheduled reports
Scheduled report delivery via email is coming soon. You will be able to configure recurring reports that are automatically generated and sent to designated recipients on a weekly or monthly cadence.