Reporting and evidence
Show clients what changed, what is at risk, and what comes next.
Explore reporting that brings service, endpoint, backup and cost records into the same client review. Start with the decisions your audience needs to make, then check the source and scope of each measure.
A record people can use
Keep the source, owner and next decision together.
Illustrative workflow · explore the steps · no action is executed
Choose the audience and scope
Select tenant, client, period, modules, filters, and permitted detail.
Confirm this step for your release, permissions and environment.Build and review
Combine KPIs, tables, charts, timelines, and evidence with clear units and source context.
Confirm this step for your release, permissions and environment.Deliver and retain
Export or schedule the report with timezone, recipient, audit, and retention controls.
Confirm this step for your release, permissions and environment.Reporting and commercial operations
From operational record to customer-ready reportEvery visual keeps its source, unit, scope, and observation time.
Stop rebuilding the client story from disconnected exports.
Give operators and clients one scoped view with drill-down to the underlying work.
Reuse approved report definitions, delivery schedules, and evidence bundles.
Inside the workflow
The work this connects.
- Prebuilt operational reports
- Cover endpoint, patch, backup, service, asset, security, billing, and customer health views.
- Custom report builder
- Compose approved metrics, charts, tables, filters, and client drill-downs.
- Scheduled delivery
- Send authorized reports on a timezone-aware schedule through supported channels.
- Evidence bundles
- Attach audit, restore, approval, and workflow records to review-ready outputs.
- Multiple export paths
- Support customer-safe PDF, CSV, email, webhook, API, and portal delivery where enabled.
Illustrative report structure
Review the shape of a customer-safe evidence report.
Use this accessible outline to evaluate the intended scope and review sequence without presenting invented performance values as product output.Operating scope
Audience, reporting period, permitted sources, and observation times.
Service and endpoint evidence
Source-linked work, health, actions, and exceptions selected for review.
Protection and recovery evidence
Protection state, verification context, and unresolved recovery exceptions.
Actions, outcomes, and review notes
Owned follow-up, decision context, and the evidence still requiring confirmation.
This is an illustrative structure, not a generated Dayrook report. It contains no customer data, live metrics, or proof of current report delivery.
Download the illustrative report structure (PDF) Discuss your reporting requirementsTry one useful scenario
A control mapped to its source evidence
Fictional control: “pilot patches reviewed” maps to two device records for a stated week. One is missing a post-install observation, so the packet shows an exception and a named reviewer rather than a pass. Example record: control PATCH-01, period 1–7 October, sources device-A check at 7 October 18:00 UTC and device-B missing check, reviewer Jordan, exception EX-02. A buyer-created CSV could retain those fields; this is not a Dayrook export. Exclude records outside the audience scope, redact identifiers, and keep lawful preservation separate from permission to disclose.
Illustrative evaluation scenario, not a recorded product result.What a useful result must show
Require source IDs, observed times, scope, excluded unauthorized records, exception, owner and export version. Test the recipient’s access separately.
Get the evaluation worksheet →Check the support boundaries
- Output format and delivery channel
- Audience permissions and redaction
- Observation period and stale/missing evidence
- Framework mapping versus independent assessment
Framework mapping is not certification or accreditation. The downloadable report structure is a planning aid; an actual synthetic-data product export remains unverified. Legal holds and authorized retention take precedence over convenience exports.
Check public evidence and availability →Scope, availability and evaluation details
A report cannot reveal records the recipient is not authorized to access.
Delivery formats and provider channels remain limited to the applicable release and configured integration.
The proposed $99 monthly model includes the target product scope for evaluation, unlimited technicians, unlimited customers, and the first 50 managed devices. Final terms require confirmation. See transparent pricing →
Review full environment and integration scope
Connected evidence inputs
Reports can draw from permitted service, endpoint, backup, cloud, billing, compliance, and audit records without copying their underlying access rights.
Governed delivery
Scheduled rendering stores outputs in the selected regional object store and can deliver through SendGrid email, customer portal, webhook, API, PDF, or CSV paths when enabled.
Reporting reads permitted records from service, endpoint, backup, network, cloud, billing, compliance, and audit owners.
Questions, answered
Before you choose your next step.
Can reports be branded for each MSP?
Target design: Approved tenant branding can be applied to customer-facing reports without changing the Dayrook product identity rules.
Can customers view reports in the portal?
Target design: Reports can be delivered to a customer-scoped portal view when the recipient has the required access.
Can we schedule report delivery?
Target design: Schedules include recipient, timezone, format, scope, and delivery evidence.
What data can be combined?
Reporting can draw from permitted RMM, PSA, backup, security, asset, billing, network, cloud, and audit records.