Monthly Report Generation
Generate data-driven monthly reports to use in customer review meetings.Generating a Report
- Open a customer’s detail page
- Click Generate Monthly Report
- Review the included content
- Export as PDF
Report Contents
Reports automatically include:- Key Metrics - User counts, device counts, contract coverage
- Task Completion - Summary of maintenance tasks completed
- Issues Found - Any issues logged during the period
- Suggestions - Current recommendations for the customer
- Discussion Topics - Configurable talking points
Configuring Discussion Topics
Customize which topics appear in reports:- Go to Settings → Report Templates
- Add or remove discussion topics
- Reorder topics as needed