Kaseya Monthly Service Report Template for MSPs

What's Included

• Executive Summary
• Ticket Volume & Trends
• SLA Compliance Metrics
• System Uptime Statistics
• Top Issues & Resolutions
• Patch Management Status
• Recommendations & Next Steps

Why Kaseya MSPs Need a Monthly Report

Monthly reports are the backbone of client communication. They demonstrate the value you deliver, justify your fees, and build the trust that drives long-term retention. Without them, clients only notice IT when something breaks.

Kaseya VSA / BMS 23 built-in Service Desk reports. myITReports series covers MTTR, initial response, same-day closes, and revenue per asset. However, these built-in reports are typically designed for internal operations — not for client communication. This template bridges that gap with a professional, client-ready format structured around Kaseya's data exports.

Kaseya is best for: Cost-conscious MSPs who want an all-in-one platform and prefer one vendor for everything.

How to Use This Template

1. Export your ticket and performance data from your PSA/RMM tool
2. Fill in the executive summary with key highlights and wins
3. Populate the metrics sections with actual numbers from the reporting period
4. Add your recommendations and planned work for the next month
5. Review with your team, then send to the client stakeholder

How to Export Ticket Data from Kaseya

To populate this report template with real data from Kaseya VSA / BMS, follow these steps to export your ticket data:

1. In BMS, navigate to Reports > Service Desk
2. Select the report module and report name
3. Set date filters and click OK to generate
4. Export to CSV from the report view
5. For VSA ticket data, use Reports > Custom Report > Export

API alternative: REST API (V2) with Swagger documentation. Bearer token authentication.

Kaseya Strengths & Reporting Limitations

Kaseya Strengths

• Aggressive all-inclusive pricing with Kaseya 365 bundling 27+ modules
• AI-powered Service Desk with automated ticket workflows
• 'IT Complete' platform consolidates RMM, PSA, backup, and security under one vendor

Reporting Limitations

• BMS-VSA integration is inconsistent, requiring frequent resyncs
• Limited API capabilities prevent effective third-party reporting customization

Build Your Kaseya Monthly Report Online — Free

Skip the manual formatting. Our free browser-based editor turns your Kaseya ticket export into a client-ready PDF in minutes. No sign-up. No upload — your report data never leaves your browser.

1. Export your tickets from Kaseya as a CSV (see the export steps above).
2. Import into the editor — it auto-detects your columns and calculates the KPIs for you.
3. Edit & export PDF — add your logo and company name in the browser, write a short summary, and send it to your client.

Columns the editor auto-detects

Ticket ID, Priority, Status, Created Date, Resolved Date, Category, and Time Spent (optional). It fuzzy-matches the column names in common Kaseya exports, and you can remap any column by hand if a header doesn't match.

What your clients actually want to see

Not a raw ticket dump — the editor surfaces the few metrics non-technical stakeholders care about: total tickets handled, average resolution time, SLA compliance, and system uptime, wrapped in a plain-language executive summary that frames the month's work as business value.

🔒 100% client-side. Don't take our word for it — open DevTools → Network tab → import your CSV → you'll see zero uploads of your report data.

Kaseya Monthly Report FAQ