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NinjaOne 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 NinjaOne 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.

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

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 NinjaOne

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

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
For formatted reports: go to Reporting > New Summary Report > Ticketing
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.

Why NinjaOne MSPs Need This Report

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

This template fills the gap by providing a professional, client-ready client onboarding report format that you can populate with data exported from NinjaOne (NinjaRMM).

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

Download This Template

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NinjaOne Onboarding Report FAQ

How do I export onboarding 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 onboarding 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 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.