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Kaseya Client Onboarding Report Template for MSPs

Structured onboarding documentation covering asset inventory, network topology, access credentials, and transition planning for new MSP clients.

What's Included

Client Overview & Contacts
Asset Inventory
Network Topology Map
Current Software & Licenses
Access & Credential Documentation
Identified Risks & Issues
30-60-90 Day Transition Plan

Why Kaseya MSPs Need a Onboarding Report

First impressions determine client lifetime. A thorough onboarding report shows professionalism, uncovers hidden issues early, and sets the foundation for a successful long-term relationship.

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

Schedule a discovery session to gather all client environment details
Run network scans and document the complete asset inventory
Map the network topology and identify all critical systems
Document current licensing and identify compliance gaps
Create a prioritized 30-60-90 day plan for environment stabilization

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:

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

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

Why Kaseya MSPs Need This Report

23 built-in Service Desk reports. myITReports series covers MTTR, initial response, same-day closes, and revenue per asset.

This template fills the gap by providing a professional, client-ready client onboarding report format that you can populate with data exported from Kaseya VSA / BMS.

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

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Kaseya Onboarding Report FAQ

How do I export onboarding report data from Kaseya?

In BMS, navigate to Reports > Service Desk. Select the report module and report name Set date filters and click OK to generate See the full export guide above for detailed steps.

Does Kaseya have built-in client reporting?

23 built-in Service Desk reports. myITReports series covers MTTR, initial response, same-day closes, and revenue per asset. This template complements Kaseya's built-in reporting by providing a professional, client-ready format that non-technical stakeholders can easily understand.

Can I automate this onboarding report with Kaseya?

Kaseya's built-in automation can schedule data exports, but assembling a professional client-facing report still requires manual formatting. This template handles the presentation layer — you provide the data. Kaseya also offers REST API (V2) with Swagger documentation. Bearer token authentication.

How long should MSP onboarding take?

Plan for 30-90 days depending on environment size. The discovery and documentation phase should be 1-2 weeks, with ongoing stabilization after.

What if the previous MSP won't cooperate with transition?

Document everything you can discover independently. Use network scans, asset discovery tools, and direct client interviews to build your baseline.

Should I charge separately for onboarding?

Many MSPs include basic onboarding in the contract but charge for extensive discovery or remediation. Be clear about what's included upfront.

What's the most common onboarding mistake?

Rushing it. Skipping thorough documentation leads to firefighting later. Invest the time upfront — it pays dividends for the entire contract.