101 - Client Reporting

 

Regular reporting is something that every MSP should be doing to keep up relations with their clients.  This document covers everything you need to know on how to create client reports in BrightGauge.  

Step 1 - Set Up Client Mapping

The first step is to teach BrightGauge the names of your clients and their corresponding names in each of your datasources.  Remember to include multiple or parent/child accounts if that’s relevant to your client setup.  This article details how to configure client mappings on your account.

Step 2 - Create a Client Report

This article covers everything related to creating a report for team members. Below are the specifics on how to create a report for clients. 

To create a client report, click on the green "+" at the top of the page. Select "For My Client" and choose all the clients you'd like to send one report type to. 
 
  1. Select whether you’d like to “Start From Scratch”or “Start From a Template"
     
  2. Select gauges from the side panel. Use the search bar for faster sorting by gauge name or dataset name. You may rearrange and drag to resize these. You’ll notice that all gauges appear in reports, just as they do on dashboards, with the exception of number gauges to keep them in a readable format.
     
  3. You can choose to show gauges from one or multiple datasources. This is great for when you’re sending an executive summary and want to provide an overview of the overall health of a company.
     
  4. Apply filters to your gauges to include or exclude certain team member data, date ranges, and more. Click here for details on choosing the right filter.

  5. View a preview of what each client will see. 

 

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Step 3 - Choose Recipients

Placing your cursor on the "To:" or "Cc:" section will expand a dropdown menu that will show all users and viewers you have created in BrightGauge. You can search for desired users by typing their name, or simply scroll through the users populated in the drop down list. 

When creating a client report, there will be a line for ‘All Client Recipients’ in the drop down list. Selecting this option will send the report to the associated Client Recipients for the selected clients. (More information on Client Mappings and Recipients can be found here.)

 

With regards to the "CC:" section, any user listed here will be copied on all report emails sent to those recipients specified in the "To:" field.(This includes "All Client Recipients".)

Schedule Report

Once you have set the desired schedule, click on the "Update Report" button to apply the settings.

 

Step 4 - Save & Send Report

Once you have finished with the finalized modal, click on the blue "Send Report/Schedule Report" button on the top right, and you’re done!  You have the option to go back to the report you just created if you want to edit it and send it to others or go back to the reports page.  Going to the reports page will allow you to see your newly created report sitting right there at the top of the list.

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Comments

3 comments

  • Can clients download a CSV from a gauge as a viewer account?

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  • Hi Zubriel,

    No they cannot. CSVs can only be downloaded in-app (gauge builder, dashboard, or report builder). This is because CSVs are emailed to a recipient and reports can be viewed by anyone without logging in, so no associated email.

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  • Got ya. Thanks!

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