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NinjaOne Monthly Service Report Template for MSPs

Ticket data in, a client-ready PDF out — right in your browser. No sign-up, no upload.

Live preview of the actual report — click to open the editor

What's Included

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

Why NinjaOne 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.

NinjaOne (NinjaRMM) Two report styles: Summary (visual charts) and Data Table (up to 20 columns). Templates savable as Favorites. Export to CSV or PDF. 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 NinjaOne's data exports.

NinjaOne is best for: MSPs who prioritize a clean, modern interface and best-in-class endpoint management, and already have a separate PSA.

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 NinjaOne

To populate this report template with real data from NinjaOne (NinjaRMM), follow these steps to export your ticket data:

  1. Navigate to any Ticket Board in the NinjaOne console
  2. Click the Export icon at the top of the board
  3. Select Export — data downloads as CSV matching the current view
  4. For formatted reports: go to Reporting > New Summary Report > Ticketing
  5. Alternatively, open a single ticket, click the ... menu, and export

API alternative: REST API with OAuth2 auth. Endpoints for devices, organizations, tickets, alerts, and software inventory.

NinjaOne Strengths & Reporting Limitations

NinjaOne Strengths

  • Best-in-class modern UI — technicians are productive within hours
  • Superior patch management across Windows, macOS, and Linux
  • Built-in remote access eliminates need for third-party tools

Reporting Limitations

  • No built-in PSA — relies entirely on third-party integrations like ConnectWise or Autotask
  • Reporting lacks flexibility for custom client-specific formats

Build Your NinjaOne Monthly Report Online — Free

Skip the manual formatting. Our free browser-based editor turns your NinjaOne 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 NinjaOne 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 NinjaOne 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.

Create Your NinjaOne Report Online

Import your ticket data, customize in your browser, export a professional PDF. Free, no sign-up, data stays local.

Open Report Editor Download DOCX

No CSV handy? Try the editor with sample data →

NinjaOne Monthly Report FAQ

How do I export monthly report data from NinjaOne?
Navigate to any Ticket Board in the NinjaOne console. Click the Export icon at the top of the board Select Export — data downloads as CSV matching the current view See the full export guide above for detailed steps.
Does NinjaOne have built-in client reporting?
Two report styles: Summary (visual charts) and Data Table (up to 20 columns). Templates savable as Favorites. Export to CSV or PDF. This template complements NinjaOne's built-in reporting by providing a professional, client-ready format that non-technical stakeholders can easily understand.
Can I automate this monthly report with NinjaOne?
NinjaOne'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. NinjaOne also offers REST API with OAuth2 auth. Endpoints for devices, organizations, tickets, alerts, and software inventory.
How often should I send monthly reports?
Send them within the first week of each new month, covering the previous month's data. Consistency matters more than perfection — clients value predictability.
What metrics should I highlight?
Focus on ticket resolution time, SLA compliance percentage, system uptime, and any security incidents. These are the numbers your clients care about most.
Should I include technical details?
Keep the executive summary non-technical. You can include a technical appendix for IT-savvy contacts, but most client stakeholders want business outcomes, not server logs.
How long should a monthly report be?
Aim for 3-5 pages. Enough to demonstrate value, short enough to actually get read. Use charts and visuals over dense text.