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MSP Dashboard Reports

Gain insights on how to effectively utilize MSP dashboard reports for optimizing IT management and improving overall business performance.

Written by Noah Garland

Updated at November 27th, 2024

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Table of Contents

Navigating to the Reports Section Overview Report Page Details

Navigating to the Reports Section

To access the reports, follow these steps:

Navigate to the "Reports" Menu:

  • Locate the "Reports" tab in the navigation menu at the top of the page.
  • Click on it to expand the available options.

Select the "Overview" Report:

  • From the dropdown menu, select "Overview".
  • This action will open the Overview Report page.

Overview Report Page Details

The Overview Report page provides a comprehensive summary of the parent organization and its associated client instances. Below is a detailed description of the columns and functionality:


Columns and Data Descriptions

Full Name:

  • Displays the name of the instance or organization.
  • Top-level instances can be expanded to reveal associated client instances and collapsed to reduce clutter.

Overall Score:

  • Indicates the overall risk grade score for the instance.

Data Sensitivity:

  • Shows the instance's data sensitivity score.

Vulnerability:

  • Displays the vulnerability risk grade score.
  • Hovering over the gauge icon reveals a breakdown of the critical, high, medium, and low-severity vulnerabilities found across the instance’s endpoints.

Secure Baseline:

  • Provides the Secure Baseline risk grade score.

Compliance:

  • Reflects the compliance risk grade score of the instance.

Total Instances:

  • Shows the total number of instances associated with the top-level organization.

Combined Instance Endpoints:

  • Displays the total count of endpoints within the instance, including the endpoints from all client instances under the top-level organization.

Industries:

  • Lists the industry type of the instance.
  • For top-level instances, this includes the industries of all associated client instances.

Actions:

  • Login Icon: Provides direct access to the instance.
  • CSV Download Icon: Allows downloading the report data for the top-level instance and all associated client instances.

Additional Features

Expand/Collapse Instances:

  • Top-level instances can be expanded to view associated client instances or collapsed for a cleaner view.

Search Functionality:

  • A search bar is available to find specific instances quickly.

Collapse All:

  • A Collapse All button is available to collapse all expanded instances at once.

CSV Download:

  • Download a CSV file that includes all the report data for your organization and associated client instances.
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