Prove Your ROI with Syncro’s Executive Summary Report Builder
Create professional, highly customized reports for quarterly business reviews (QBRs) and monthly updates to proactively communicate your MSP’s value and deepen client relationships.
Communicate More Than Data.
Reporting, Reimagined.
Showcase Value and ROI
Turn invisible labor into tangible performance metrics with client-facing reports that highlight the ROI of your services. Include data on resolved tickets, device health, and more to help justify their investment and underscore your proactive partnership.
Drive Retention and Upsells
Confidently secure contract renewals by consistently demonstrating value over time. Use your data-driven reports to uncover new opportunities, recommend upgrades, and secure budget buy-in for strategic plans.
Forge Deeper Relationships
Move beyond a transactional relationship to a strategic partnership. Executive Summary Reports align your services with your customers’ business goals and proactively address concerns before they escalate.
Showcase Value and ROI
Turn invisible labor into tangible performance metrics with client-facing reports that highlight the ROI of your services. Include data on resolved tickets, device health, and more to help justify their investment and underscore your proactive partnership.
Drive Retention and Upsells
Confidently secure contract renewals by consistently demonstrating value over time. Use your data-driven reports to uncover new opportunities, recommend upgrades, and secure budget buy-in for strategic plans.
Forge Deeper Relationships
Move beyond a transactional relationship to a strategic partnership. Executive Summary Reports align your services with your customers’ business goals and proactively address concerns before they escalate.
Build the Perfect Report in Minutes
Customize for Every Customer
Build reports using a simple block-based editor to include only what’s relevant to a specific client or meeting. Combine graphs and charts, tables, and static text blocks to tell a unique story that aligns with each client’s business goals.
Automate Delivery with Reusable Templates
Create fully customized templates to service your entire customer base by segment. Build unique templates for customers based on tier/plan, etc., and then conveniently reuse them to save hours every month. You can also schedule reports to run regularly and automatically email the reports directly to customers’ inboxes on a monthly or quarterly basis (or any other cadence).
Reinforce Expertise with Ease
Add a custom Executive Summary to provide your commentary, outline a strategic roadmap for the next quarter, or include a personalized message. This reinforces your expertise, helps justify strategic spending, and positions your MSP as a proactive, long-term partner, not just a vendor.
Frequently Asked Questions
You can include data blocks for dozens of key metrics related to the services your MSP provides, such as Windows Patching metrics, Alerts Detected, Antivirus Threats, Script Runs, Labor Hours, Ticket Distribution, and Asset Breakdown. You can also include custom fields for tailored metrics.
Yes! The generated reports can be viewed on-screen or as a PDF. You can customize the content, add static text for personalized commentary, and manage existing templates, making it easy to align the final report with your organization’s branding.
The Executive Summary Report Builder gives you all the data you need in one polished, professional document. It helps you highlight key performance metrics, review your Service Level Agreement (SLA) performance, and build an action plan for the next quarter.
Discover Other Syncro PSA Features
Help Desk
Proactively monitor your devices, manage patches, auto-remediate common issues, execute scripts, and get complete visibility into the IT environments you manage.
Smart Ticketing
Supercharge ticketing workflows with intelligent features that save time and drive better outcomes — including automated classification, worksheets, and guided resolution.
Billing & Invoicing
Never miss another dollar — let Syncro handle your client billing and invoicing with fully automated processes that are dynamic, accurate, detailed, and on time.
