Report types
- Technician Scorecard
- Client 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 7d
- Last 30d (default)
- This Month
- Last Month
- This Quarter
- Custom — Pick specific start and end dates
Generating a report
1
Select report type
Navigate to PSA Reports in the sidebar (distinct from the compliance Reports page).
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
Regentra can generate and email two kinds of monthly reports automatically, from the Scheduled Reports panel at the top of the Reports page.- Client monthly report
- Overview monthly digest
A branded, client-facing report for one company — the previous full calendar month’s service data, formatted the same way as the Client Report above. Pick the Company, then check off the specific Recipient Contacts who should receive it (not “everyone at the company” — you choose exactly who). Recipients are re-verified against that company’s contact list every time the report sends, so removing or deactivating a contact stops delivery to them automatically. You can add an optional note from your MSP that’s included in the email.
Scheduled Reports requires a Manager-level role or above to view and manage — it isn’t available to plain technicians.