Hello Syncro Users,
Happy Tuesday! Today’s post is all about communicating with your clients via Syncro reporting.
Whether it’s giving them a technical summary of everything you and your team have been accomplishing or simply sharing an overview of what you’ve been doing to keep devices in tip-top shape, communicating with your clients is a key piece of ensuring the longevity of your client relationships.
Today we’re sharing the ability to run, print, and schedule Customer RMM and Executive Summary Reports within Syncro, so you can automate some of the ways you stay in touch with your clients.
Think of the Customer RMM Report as your go-to technical report, highlighting items such as “Malware Detected” and “Issues by Computer.” Think of the Executive Summary Report as a combination of the technical and overall company report, including things like “Tickets by Technician” and “Viruses Blocked by Day.”
Using the Customer RMM Report
To get started, log into your Syncro account and make your way to the “Reports” module via your top navigation or by going to the “More” tab and clicking “Reports” from the dropdown menu.
Then, click the “Customer RMM” report option within the “Customers” section of the page.
Find the client you’d like to run the report for by typing into the “Customer name” field. Then choose your timing preference via the “Period” field and click “Run Report.”
As you scroll through the report, you’ll notice a variety of graphs and charts which give a detailed technical overview of what you’ve been accomplishing for the client. Please note that if there isn’t enough data to populate a particular chart, it will be automatically hidden.
This report includes specific client information, such as:
- Issues by Type
- Issues by Computer
- Viruses Blocked by Day
- Operating Systems
- Failing System Checks
- Issues by Month
- Critical Alerts
You’ll also notice two button options in the top right corner of the report page: PDF and Schedule.
The “PDF” button allows you to view a nicely formatted PDF version of the report, which can be downloaded and/or printed by following your browser’s instructions.
The “Schedule” button allows you to send a recurring email to the client containing a PDF attachment of the report at whatever interval you choose to send it at.
NOTE: We’ve also added the ability to schedule the Customer Detail Report to run at a specific interval! Simply open up the Customer Detail Report page in your Syncro account following the same steps listed above, and use the “Schedule” button to schedule a report to run at the interval of your choosing by following the steps below!
Click the “Schedule” button at the top of the report page and complete the fields in the “New Report Schedule” form. Be sure to click “Save” at the end of the form when you’re done.
Using the Executive Summary Report
Head back to the “Reports” module via your top navigation or by going to the “More” tab and clicking “Reports” from the dropdown menu.
Then click the “Executive Summary” report option within the “Customers” section of the page.
Follow the same steps as above to choose the client you’d like to run the report for: Begin typing the name into the “Customer name” field, then choose your timing preference via the “Period” field and click “Run Report.”
As you scroll through the report, you’ll notice a new set of graphs and charts that give a combination of technical information plus a variety of overall stats about what you’ve been working on for the client. Please note that if there isn’t enough data to populate a particular chart, it will be automatically hidden.
This report includes information like:
- Total Ticket Count
- Time Spent
- Tickets by Issue
- Tickets by Type
- Tickets by Tech
- Tickets by Open Time
- Viruses Blocked by Day
- Operating Systems
You’ll also notice the same two button options in the top right corner of the report page: PDF and Schedule. Use these in the same ways mentioned above.
For more information about Customer Reporting in Syncro, visit our Help Center article here.
Please email any feedback to help@syncromsp.com. Happy reporting!
Cheers,
The Syncro Team
)