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Syncro 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 Syncro 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.

Syncro Built-in Customer, Ticket, Employee, and RMM/Asset reports. Two Report Builders: Internal (staff) and Executive Summary (client-facing). Power BI integration for advanced analytics. 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 Syncro's data exports.

Syncro is best for: Solo operators and small MSPs who want the simplest setup with transparent pricing and no contracts.

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 Syncro

To populate this report template with real data from Syncro, follow these steps to export your ticket data:

Navigate to More > Admin > Reports
Under the Tickets section, click Ticket Export
The CSV downloads automatically
For ticket notes, use the Ticket Communications Report separately
For any report page, click the CSV button in the upper-right corner

API alternative: REST API with Swagger documentation. 30+ entities. API key auth, 180 requests/minute limit.

Why Syncro MSPs Need This Report

Built-in Customer, Ticket, Employee, and RMM/Asset reports. Two Report Builders: Internal (staff) and Executive Summary (client-facing). Power BI integration for advanced analytics.

This template fills the gap by providing a professional, client-ready security assessment report format that you can populate with data exported from Syncro.

Syncro Strengths

Simplest all-in-one platform: RMM + PSA + remote + scripting + billing
Integrated PowerShell scripting engine for automation
Most transparent pricing with flat per-tech cost and no contracts

Reporting Limitations

Reporting is basic compared to enterprise tools, lacking granular customization
Ticket export does not include notes — requires a separate communications report

Download This Template

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Syncro Security Report FAQ

How do I export security report data from Syncro?

Navigate to More > Admin > Reports. Under the Tickets section, click Ticket Export The CSV downloads automatically See the full export guide above for detailed steps.

Does Syncro have built-in client reporting?

Built-in Customer, Ticket, Employee, and RMM/Asset reports. Two Report Builders: Internal (staff) and Executive Summary (client-facing). Power BI integration for advanced analytics. This template complements Syncro'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 Syncro?

Syncro'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. Syncro also offers REST API with Swagger documentation. 30+ entities. API key auth, 180 requests/minute limit.

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.