101 - Client Reporting

Regular reporting is a great tool for every MSP to show the value they provide to their customers and to maintain good relations with them. This document covers everything you need to know on how to create automated client reports in BrightGauge.

Creating a client report consists of the following steps:

  1. Create Client Mappings to determine how your customer's company name shows up across your connected datasources. This helps you create a single scheduled report that is filtered out and sent to multiple clients.
  2. 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. 
  3. Create and customize the actual report.
  4. Select the recipients.
  5. Schedule the report.

Set Up Client Mappings

The first step in creating a client report is to set up client mappings for each customer you plan on sending reports to. Client mappings teach BrightGauge the names of your clients in each of your datasources.

To set up client mappings:

  1. Select DATAClient Mappings.

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  2. Click Add a Client.

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  3. Enter a name for your client mapping (this name is visible to your client). You can then use the search input to search for the client in your selected integrations and datasources. Make sure to check the names across all datasources. If you are mapping multiple accounts into the same client, you must search in each datasource. 

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    • If the search finds a match, the results found in each datasource are displayed. Click on the integration logo card on the left to see the listed company mappings found under that datasource. If the name does not match correctly, you can remove it by clicking the x icon.

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    • If the auto-mapping search does not provide a result or shows an incorrect mapping, click the + icon on the datasource row. In the search bar, enter the name for this client EXACTLY as it appears in the corresponding datasource database. Select the appropriate client name from the drop-down list.

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    • 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.

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Adding clients who aren't listed

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Editing/Deleting

After a client mapping is created, you can edit or delete it by clicking the three dots (more options) menu on the right.

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Select Client Recipients

The next step is to assign recipients (contacts) for this client. This is only needed in order to have reports emailed directly to them. Use the three dots (more options) menu on the right and click on Client Recipients to launch the modal.

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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.

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Create a Client Report

Below are the specifics on how to create a report for clients. 

To create a client report:

  1. Click on the green plus sign in the top menu bar and select Report.
  2. Select For My Client.
  3. Select the client(s) you would like to send the report to.
  4. Select either Start From Scratch or Start From a Template.
  5. Select gauges from the side panel to add them to the report. 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.
  6. 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.
  7. 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.
  8. View a preview of what each client will see. 

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Note: This article covers everything related to creating a report for team members (internal report).

Select Recipients

Click into the To: or Cc: sections to view all users and viewers you have created in BrightGauge. Search for desired users by typing their name or simply scroll through the users populated in the menu. 

Warning: If you selected more than one client when creating the report and add individual recipients, each recipient will receive a report for each selected client. We recommend selecting All Client Recipients if you have multiple clients selected to ensure that the reports are delivered to the correct recipients.

Select the All Client Recipients option to send the already filtered report to the associated client pecipients for the selected clients. We recommend this option if you are sending the report for multiple clients.

Any user listed in the CC: section is copied on all report emails sent to the recipients specified in the To: field (this includes All Client Recipients).

Email Template Tokens

Use the following tokens to auto-fill data into your email subject and body:

  • {{recpient_first_name}}: Recipient's first name
  • {{recipient_name}}: Recipient's full name
  • {{recipient_company_name}}: Recipient's company name
  • {{report_link}}: Unique URL for each recipient's report (required)
  • {{report_name}}: Report name
  • {{report_owner_name}}: Report creator's name
  • {{report_owner_email}}: Report creator's email
  • {{your_company_name}}: Your company's name
  • {{your_company_logo}}: Your company's logo

Schedule the Report

You can schedule the report to be sent out to your recipients regularly. After you have set the desired schedule, click Update Report to apply the settings.

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Comments

3 comments

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

    0
  • 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.

    0
  • Got ya. Thanks!

    0