Features → Reporting
Reports built for MSP questions
14+ built-in reports for the metrics MSPs actually run their businesses on. A custom report builder for the questions your team asks that nobody anticipated. Real-time dashboards. Scheduled email delivery. No external BI tool required.
What you get
Most PSAs include a perfunctory reports module that produces tables nobody runs the business on. The result is that MSPs export raw data to BrightGauge, Power BI, or Tableau, rebuild the metrics from scratch, and live with stale dashboards forever.
OriginPSA's reporting is purpose-built for MSP questions, with the metrics already aggregated correctly the way an MSP CFO would want them. Combined with a custom report builder for one-off analysis, most teams don't need an external BI layer at all.
Built-in reports
Sales pipeline
Stage-by-stage forecast, weighted by probability. Aging in stage. Win/loss analysis.
Ticket volume + SLA compliance
Tickets by status, by tech, by customer. SLA pass/fail rates. Average response and resolution times.
Financial / A/R / MRR
Revenue by plan, by customer, by month. Aged receivables. Recurring revenue waterfall. Churn rate.
Unbilled time
Approved time entries that haven't yet hit an invoice. By tech, by customer, by project. Catches leakage before month-end.
Inventory valuation
Stock-on-hand by location, by category. Reorder reports. Slow-mover and dead-stock identification.
CSAT & NPS
Survey response rates, score distribution, by-tech rollups, by-customer trends. Detect retention risks early.
Project profitability
Live margin per project. Burn rate vs. budget. Drill-down to the unprofitable projects.
Customer activity & LTV
Per-customer activity timeline. Lifetime revenue. Time-to-value. Renewal-likelihood scoring.
Capabilities
Built-In Reports
14+ reports tuned for MSP-specific questions. Run on-demand, filter by date range, customer, or tech, and export to CSV or PDF.
Custom Report Builder
Builder over your full data model — currently spans 31 tables (tickets, time entries, invoices, customers, projects, contracts, RMM devices, alerts, and more) with joins, filters, group-bys, and saved views. Define metrics, group-bys, filters, and visualizations. Save as a named report. Share with team members or roles.
Real-Time Dashboards
Configurable per role. Pin the metrics each function cares about — sales sees pipeline; ops sees ticket volume; finance sees A/R; CEO sees MRR. No refresh needed; the data is live.
Scheduled Email Delivery
Schedule any report to email on a recurring cadence (weekly, monthly, quarterly). Recipients can be team members or external (board, advisors). PDF attached to the email.
Drill-Down Everywhere
Every aggregate clicks through to the underlying records. The MRR number expands to the customers behind it. The SLA-fail count expands to the offending tickets. No reports that lie because the underlying data is hidden.
How it compares
ConnectWise + BrightGauge is the typical MSP reporting stack — separate vendor, separate bill, ETL pipeline that breaks every time ConnectWise releases an update. Autotask has its own reports + LiveReports designer; powerful but with a steep learning curve.
OriginPSA ships the metrics MSPs actually need without a separate dashboarding tool. The custom report builder handles the long tail. Scheduled email delivery means the reports land in inboxes without anyone clicking “run.” And every metric drills down to its underlying records, so you can audit the number when something looks off.
Pricing & availability
The 14+ built-in reports and configurable dashboards are included on Starter ($29/user/month). The custom report builder and scheduled email delivery are Enterprise ($79/user/month). See the pricing page for the full matrix.