This free MSP monthly report template covers the four sections every client report needs: executive summary, service desk performance, security and compliance, and backup and continuity. Download it, fill it in with your stack's data, and send a report your clients will actually read.
Each section answers a question your client is already asking. The template tells you what to write and what data to pull.
A 3–4 sentence plain-English narrative written for the business owner, covering the month's highlights, any notable incidents, and what the client should take away.
Tickets opened, tickets resolved, average response time, SLA compliance, and first call resolution — compared to last month and to target so clients see direction, not just a number.
| Metric | This Month | Last Month | Target |
|---|---|---|---|
Threats blocked, patches applied, patch compliance percentage, and critical vulnerabilities resolved — the numbers that justify your security stack to a client who only hears "everything's fine."
| Metric | This Month | Last Month | Target |
|---|---|---|---|
Backup jobs run, success rate, failures with resolution notes, and recovery tests completed — answering the question every client asks when something goes wrong: "Were we protected?"
Not because the template is wrong. Because assembling the data every month still takes hours — pulling ticket counts from your PSA, patch stats from your RMM, backup results from a third platform, then writing the narrative for every client without skipping one.
The template solves the structure problem. Roviret solves the time problem: it connects to your PSA and RMM via read-only API, builds every report automatically, and delivers branded PDFs to each client on a fixed monthly schedule — without your team touching a spreadsheet.
Download the template. Fill it in this month. See how long it takes.
If you want that time back, get a free sample report built from your actual stack in 48 hours.
Fill out the form and we will send the template. Want to see Roviret in action? We will build a fully formatted sample from your real stack in 48 hours — no system access needed.
Or download the template directly — no form required.
An HTML file you can open in any browser and print to PDF, or copy into Word or Google Docs. Four sections, each with clear instructions on what to write and what data to pull. No special software required.
Ticket counts and SLA data from your PSA, patch compliance and threat counts from your RMM, and backup job results from your backup platform. Each section includes an instruction note. Plan for roughly two to four hours per client when pulling data manually.
The template is a structure you fill in manually each month. Roviret connects to your PSA and RMM via API and builds every report automatically, delivering a branded PDF to each client on a fixed schedule. Most MSPs start with the template, then move to Roviret after a few months of doing the work by hand.