What is MSP reporting software?
MSP reporting software turns the records in a PSA and the tools around it into reports on delivery, people, money, service and sales. Current reads those records directly, so a report shows the same number the record behind it shows.
What sets Current's reports apart
One engine draws every report, so a number means the same thing on the screen, in the PDF and in the email. Everything here is live today.
17 reports in five groups
Delivery, Team, Finance, Service and Sales, from Portfolio overview and Capacity to Profitability, the AE scorecard and Sourced from tickets.
All time, or any span you choose
Pick This month, Last quarter, Trailing 12 months, All time from your first day of data, or a custom range up to 3 years back, and every figure is compared with the period before.
Multi-site customers as one row
Five reports can show a customer kept in your PSA as several sites as one customer, on screen, in their schedules and on dashboards.
Every PDF worked out as its recipient
A scheduled PDF is computed with each recipient's own access, so it can never carry a number they could not open themselves.
MRR movement and churn, explained
New, expansion, contraction and churn, NRR and GRR, who left, shrank or grew split into seats and price, and the renewals at risk.
Opportunities engineers found
Sourced from tickets counts the opportunities engineers flagged from tickets and tasks, what they became, what was won and who flags the most.
- reports in one scheduled email, at most
- 8
- back for a custom date range, or All time
- 3 years
- reports that can fold sites into one customer
- 5
Reports grouped Delivery, Team, Finance, Service and Sales
One Reports page holds every report in five groups: Portfolio overview, Progress and milestones and Risk; Effort and Capacity; Budget and Profitability; Service desk and Time saved by Current; and eight sales reports.
The sales eight are Pipeline and forecast, Forecast accuracy, Opportunities by type, MRR movement and churn, the AE scorecard, Whitespace coverage, Book and activity, and Sourced from tickets. Pick a range once, from This month to All time or a custom span up to 3 years back, and every report follows, with each figure compared against the period before.
Each person sees only the reports their role may open
A report is listed only for the roles allowed to open it, and the database applies the same rule to the rows inside it.
An account executive's scorecard shows their own numbers, Profitability stays with tenant admins and Finance, and Time saved by Current is for the people who manage the Service Desk. The MRR movement and churn report shows the whole book to money roles and sales leadership, and an account executive their own customers.
See it on your own PSA data
For the free trial: card up front. We email you the exact amount three days before the first charge, and you can cancel anytime during the trial.
Scheduled reports that land as one email with a PDF
Put up to eight reports on a schedule, weekly on a weekday or monthly on a day you choose, and each recipient gets one email with the PDF attached.
Each recipient's PDF is worked out as that person, with their own access, and a scheduled email compares whole days that end the day before it is sent. Five reports can fold the sites of a multi-site customer into one row in the schedule too. Export any report on your own letterhead as a PDF, or as a CSV whose money columns name their currency.
- SOC 2 Type II audited
- Built by an MSP, for MSPs
- Your PSA stays the source of truth
AI in reporting, and where a person stays in control
Reports are computed from your records, not written by AI. The one report with AI in it is MRR movement and churn.
| What Current does | What your team does | Limits |
|---|---|---|
| What Current doesWrites a short summary of the period on the MRR movement and churn report | What your team doesReads it beside the computed figures | LimitsA sentence carrying a figure the report does not print is dropped. |
| What Current doesSuggests why a customer left | What your team doesPicks the churn reason, or writes their own | LimitsA suggestion only, and no money figure reaches the AI for it. |
How reporting works with your PSA
Reports read what Current mirrors from your PSA and what your team does in Current. Nothing is written to your PSA.
| What | Direction |
|---|---|
| Tickets, projects and timeFrom your PSA | From your PSA |
| Contracts and recurring revenueFor finance and MRR reportsFrom your PSA | From your PSA |
| OpportunitiesThrough the CRM's opportunity syncBoth ways | Both ways |
| Reports, exports and schedulesStays in Current | Stays in Current |
Supported PSAs: Autotask, ConnectWise PSA, HaloPSA and Syncro.
Included. One module or all of them, same price.
Every seat gets every available module and every integration, with a 14-day free trial.
The questions MSPs ask first.
Which reports does Current include?+−
17 reports in five groups, one of them (Time saved by Current) with the Service Desk. Delivery: Portfolio overview, Progress and milestones, Risk. Team: Effort, Capacity. Finance: Budget, Profitability. Service: Service desk, Time saved by Current. Sales: Pipeline and forecast, Forecast accuracy, Opportunities by type, MRR movement and churn, the AE scorecard, Whitespace coverage, Book and activity, and Sourced from tickets.
Which date ranges can a report cover?+−
This month, Last quarter, Trailing 12 months and the other presets, All time from your workspace's first day of data, or a custom range reaching back up to 3 years. Every figure is compared with the period before.
How do I email reports on a schedule?+−
Put up to eight reports on a schedule, weekly or monthly, at an hour in your workspace's time zone. Each recipient gets one email with a PDF worked out with their own access.
Can someone see a report they should not?+−
No. Each report is listed only for the roles allowed to open it, and the database applies the same rule to its rows. A scheduled PDF is computed as its recipient, so it cannot carry a number they could not open.
Can a report show a multi-site customer as one customer?+−
Yes. Five reports can fold the sites of a customer group into one row, on screen, in their schedules and on dashboards. Sums are added and percentages and margins are worked out again, never averaged.
Is there AI in the reports?+−
Only in MRR movement and churn: an AI summary of the period, which drops any sentence carrying a figure the report does not print, and a suggested reason a customer left, which a person picks or replaces. Every other figure is computed from your records.
How are reports different from dashboards?+−
A dashboard is a live screen you keep open, built by describing the number you want. Reports are fixed reports over a date range, compared with the period before, that you export or email on a schedule.
Does reporting cost extra?+−
No. Every module is included in the per-user price.
See Current on a real book of business.
The demo runs reports on one date range against the period before, folds a multi-site customer into one row, and schedules a PDF that is worked out as each recipient.