Best HaloPSA Reporting Alternative for MSPs

HaloPSA runs your service desk.
Roviret reports to your clients.

HaloPSA's reporting module was built for your ops team, not your clients. Roviret pulls your Halo data each month and delivers a branded PDF to every client automatically, with no manual exports or formatting work from your team.

Get My Free Sample Report → Built from your HaloPSA data in 48 hours. No system disruption.
3.5 hrs average time to build one client report manually from HaloPSA data
0 exports required from your team once Roviret is live on your HaloPSA instance
$800/mo flat rate for your full client roster, no per-client charges
The HaloPSA data your clients never see

HaloPSA's reporting module was built for internal ops. Not for client delivery.

HaloPSA is a capable PSA. Its dashboards surface ticket volumes, SLA data, time tracking, and project status clearly for your operations team. That same data never reaches your clients in a form they can read without your help. The report builder is powerful, but it produces ops-facing output, not the polished, plain-English monthly PDF a business owner reads without a technician in the room.

So someone on your team exports the data, formats a document, writes a narrative, applies your branding, and sends it out. Then repeats that for every client. Every month. That is the gap Roviret closes.

Get My Free Sample Report →
HaloPSA's reporting module surfaces data for your team, not your clients
Dashboards and reports in HaloPSA are ops-facing, not formatted for a business owner to read. A client handed a Halo report export would need your team to walk them through it.
Ticket and SLA data stays inside Halo
Response times and SLA adherence exist in your PSA but require manual extraction to appear in a client report. Most teams skip this step or do it inconsistently.
Custom report templates require ongoing configuration
Halo's report builder is powerful but needs maintenance. PSA updates can change field mappings, breaking templates your team built and relies on.
Clients can't see the work you're doing for them
Patch jobs, project completions, and security activity tracked in Halo never reach the client unless someone manually compiles them. The work happened. The client does not know.
HaloPSA native reporting vs. Roviret

HaloPSA's report builder was built for your ops team. Roviret is built for your clients.

HaloPSA dashboards give your team internal visibility. Neither delivers a polished, branded monthly PDF report to each client without manual work.

HaloPSA native reporting Roviret
Client-facing branded PDF reports No Yes
Automated monthly delivery to every client No - manual export required Yes
Plain-English executive summary No - raw data output Yes
Custom report builder or configuration required Yes No
Works without a HaloPSA specialist No Yes
Per-client report customization Manual only Included
Ongoing maintenance when Halo updates Your team's responsibility Yes - covered in retainer
Fixed monthly cost Configuration time varies $800/month flat
The data gap costs you clients at renewal

When clients do not receive consistent monthly reports, they have no record of what you delivered. One bad month looms larger than twelve good ones. Renewal conversations start from a position of doubt, not proof.

Reporting labor scales with every client you add

Manual HaloPSA reporting costs roughly 3.5 hours per client per month. At 20 clients, that is 70 hours. At 40 clients, it is 140. Roviret's $800/month flat rate stays constant regardless of how many clients you add.

HaloPSA stays exactly where it is

Roviret reads from HaloPSA via read-only API. No new platform. No workflow changes. No add-on required. Your HaloPSA instance is untouched.

How it works

Your HaloPSA setup stays exactly where it is.

01

Connect to HaloPSA

We connect via the HaloPSA API using read-only access with scoped permissions. NDA signed before access is granted. We pull reporting data only and cannot touch tickets, contracts, billing, or any other record in your instance.

02

Build your branded template

We build your report template with your logo, colors, and data mapping across client accounts. Reports look like they came from your company, not from Roviret. Client account types are mapped separately so each client gets the metrics that matter to their business.

03

Deliver every month, automatically

Reports pull from HaloPSA at month-end and go out on your fixed schedule. No one on your team exports data or formats a spreadsheet. When HaloPSA releases an update, we handle any reconnection without you filing a ticket.

Get My Free Sample Report →

Want more detail? Read our full guide to MSP reporting automation.

Get a free sample report built from your HaloPSA data

Tell us your PSA and RMM. We build a fully formatted sample in 48 hours. No cost. No disruption to your HaloPSA setup.

  • Direct integration with HaloPSA via read-only API
  • We cannot modify, delete, or write anything to your HaloPSA instance
  • NDA signed before any connection
  • Sample delivered in 48 hours
  • $800/month flat for your full client roster after setup
FAQ

Questions worth asking before you fill out the form.

Does this work with HaloPSA?

Yes. HaloPSA is a primary PSA integration for Roviret. We connect via the API using read-only access with scoped permissions. No third-party middleware required. We have handled HaloPSA API connections across a range of versions and configurations.

Is my Halo data secure?

We use read-only access only. We cannot create, modify, or delete anything in your instance. An NDA is signed before any connection, and your API credentials are used solely to pull the reporting data needed to generate your client reports. Credentials are stored encrypted.

What Halo data goes into the report?

Service desk metrics (ticket volume, response times, SLA adherence), time logged by category, project milestones, and endpoint data from your RMM integration (NinjaRMM, Datto RMM, or N-able). The exact fields depend on your HaloPSA configuration. We map this during setup and adjust based on what matters most to each client account type.

What if a HaloPSA update breaks the connection?

We handle it. API maintenance is included in the $800/month retainer. When HaloPSA changes API behavior, we fix the connection on our end without you filing a ticket. This is the core difference between a platform you operate and a service that operates for you.

What happens after we get the sample?

If the sample looks right, we scope the full setup. The $1,500 one-time setup fee covers the API connection to HaloPSA, data mapping across your client roster, and your branded template build, typically completed in 30 days. After that, reports run automatically every month for $800/month flat. No per-client fees, no long-term contract required. If the sample does not look right, there is no further obligation.

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