How MSPs Can Deliver IT Performance Reports Without a PSA Do you know that MSPs can produce IT performance reports even if they don't have a PSA? Here's a video guide to do just that. Before we begin, be sure to subscribe to NinjaOne's IT Video Hub, and our YouTube channel for more tech content like this. The Problem with Using a PSA for IT Performance Reporting Most MSPs typically use a Professional Service Automation system or PSA to automatically produce IT performance reports. However, not all MSPs have access to a PSA platform, whether due to budget constraints, operational requirements, or business maturity. But with RMM tools at their disposal, MSPs can still create repeatable and scalable IT performance reports in six steps. Six Steps to Produce and Deliver IT Performance Reports Without a PSA Firstly, you'll need to identify which metrics to report on. Focus on high-value metrics so clients can get a clear, quantifiable understanding of their IT performance. Examples include uptime, system availability, ticket handling, patch compliance, security alerts, and maintenance activity. Once you have established the metrics you need, prepare a simple reporting template where you can place the data, notes, and a brief executive summary highlighting key wins, risks, and recommendations. After this, you need to maximize tools that can automate data collection to cut down on manual effort. For instance, you can export uptime and agent health metrics on your RMM tool or run basic scripts for system checks. Then, when you have completed your reports, deliver them regularly using existing tools. RMM tools like NinjaOne let you schedule emails directly to stakeholders, but you can also attach Excel/CSV summaries to client check-in emails, or include report highlights in QBR presentations. To ensure consistency, create a tracker where you and your client can see the last report date, next due date, reporting frequency, and report type. Finally, you can refine these steps further by hearing and taking note of client feedback. Ask clients which metrics to prioritize, replace metrics if clients deem unnecessary, and adjust report formats if necessary. The most important takeaway here is that IT reporting does not have to be a costly procedure; it's all about using your existing tools to deliver consistent, measurable value to clients. For more information, check out our official blog post on How to Deliver IT Performance Reports Without a PSA, linked in the description below.

How MSPs Can Deliver IT Performance Reports Without a PSA

MSPs use efficient but costly PSA tools to generate IT performance reports for their clients. Fortunately, IT reporting can still be a practical, budget-friendly process. In this video guide, MSPs can learn how to create IT performance reports without the need for PSAs.

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