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Kaseya Security Assessment Report Template for MSPs

Comprehensive security posture assessment covering vulnerabilities, patch status, threat detection, and compliance for MSP-managed environments.

What's Included

Security Posture Overview
Vulnerability Scan Results
Patch Compliance Status
Endpoint Protection Coverage
Security Incident Log
Compliance Checklist
Risk Mitigation Recommendations

Why Kaseya MSPs Need a Security Report

Security reports are your strongest upsell tool and your best liability protection. They demonstrate due diligence, justify security spending, and create urgency for additional security services.

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

Run vulnerability scans and compile results by severity
Check patch compliance across all managed endpoints
Review security incident logs for the reporting period
Map findings against relevant compliance frameworks
Prioritize recommendations by risk level and business impact

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 security assessment 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 Security Report FAQ

How do I export security 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 security 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 often should security reports be generated?

Monthly for ongoing monitoring, with deeper assessments quarterly. After any security incident, generate an immediate report regardless of schedule.

What compliance frameworks should I reference?

Depends on the client's industry: HIPAA for healthcare, PCI DSS for retail/payments, SOC 2 for SaaS, NIST CSF as a general baseline.

How do I present vulnerabilities without causing panic?

Use a risk matrix. Categorize by severity and likelihood. Focus the conversation on your remediation plan, not the scary numbers.

Should I include penetration test results?

If you've done a pentest, include a summary. Keep the full technical report separate — the client report should focus on business risk and recommended actions.