On-Demand
PDF Reports
Create customized report layouts and make them client-facing. In an instant, have clients generate professionally branded reports.
PORTAL 365
Reporting for MSP Clients
See the features that stop you from wasting valuable time preparing reports for your clients.
Deliver instantaneous reports to your clients whenever they want them.
On-Demand
Customizable Dashboards
Visualize client data with customizable dashboards that showcase what you do for them and let the data do the talking.
Infrastructure Reporting
Provide endpoint, network, backup, and server reporting, updated daily, that's available to your clients when they need it.
M365 Reporting
Automate M365 reporting and deliver it inside your portal. Provide business-contextual 365 reporting with no extra effort.
Warranty Reporting
Provide endpoint and server warranty reports. Pull warranty information directly from Dell and Lenovo, or directly from your PSA.
Report Archives
Get more credit for your work by storing any and all customer-relevant reports in archives. Send reports into folders via email or API.
Watch a demo of Portal 365
Ricky Cecchini, VP of Product, shows you a quick overview of how Portal 365 transforms client management.
Explore Additional Portal 365 Features
Ticketing
Put a stop to chaotic email and phone tickets. Receive and resolve tickets faster and more efficiently with automation and smart ticketing workflows.
Account Management
Deploy a powerful client intranet and customizable dashboards that consolidate your clients and data together in one place, keeping them coming back daily.