Regular reporting is a great tool for every MSP to show the value they are providing to their customers and keep up good relations with them. This document covers everything you need to know on how to create automated client reports in BrightGauge.
Here is the summary of the steps for setting up client reports:
- Create Client Mappings telling BrightGauge how your customer's company name shows up across your connected datasources. This will help you to create a single scheduled report that will be filtered out and sent to multiple clients.
- Add your client recipients under client mappings. A report cannot be sent to a person not listed in your account. You may share with admins, analysts, viewers, and client recipients.
- Click the green "+" at the top of your account, selecting for "Reports".
- Select Customer reporting and select all customers you would like to have receive that report. You may do the same if you want to create reports specific to a customer for you to share internally with your team.
- Schedule or send now.
Step 1 - Set Up Client Mapping
The first step is to set up client mappings for each of the customers you plan on sending reports to.
This step teaches BrightGauge the names of your clients in each of your datasources.
To add a new client click on “Add a Client”
Use the auto mapping search bar
If a client has multiple names for the same datasource (bundling child accounts into a parent account or multiple sites into one account), you can use this method to combine all of them.
Make sure to check the names across all datasources. If you are mapping multiple accounts into the same client, you’ll have to search in each datasource.
Adding clients who aren't listed
Editing/DeletingOnce a client mapping is created you can edit or delete it using the 3 ellipse (more options) menu on the right.
Step 2 - Client Recipients
Start by typing the client’s name or email address. If you already have them as a recipient or contact in your account, then it will show those results. If you want to add a user that's not listed, use the form below the user listing window. You can add as many recipients as you would like.
Step 3 - Create a Client Report
Below are the specifics on how to create a report for clients.
Select whether you’d like to “Start From Scratch”or “Start From a Template"
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.
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.
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.
- View a preview of what each client will see.
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 already filtered report to the associated Client Recipients for the selected clients.
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").
Step 5 - Schedule Report
You can schedule the report to be sent out to your recipients regularly. Once you have set the desired schedule, click on the "Update Report" button to apply the settings.