The security section is the most valuable part of an MSP client report and the most frequently skipped. MSPs do substantial security work every month. Almost none of it surfaces to clients in a form they can read and understand. This template gives you the exact fields and framing language to use for the security section of your monthly client report.
Each section includes the field labels, placeholder values, and a context sentence template. Fill in the numbers. Write one sentence per section. Send.
A business owner seeing "847 threats" without a sentence explaining what that means will fill the gap themselves. That conclusion is almost always more alarming than the reality. Your endpoint security caught those threats automatically. Not a single one caused data loss. But the client does not know that unless you write it.
Most MSP security reports fail the client test because they were written for a technical reader. The business owner is not your audience. Write it for the person who will call you in a panic if the number looks wrong and has no frame of reference to judge whether it is.
What does the number mean? Is it normal? Was it resolved? Write the sentence a client would need to avoid calling you. That is the standard. If a client can read the number and still have a question about whether something is wrong, the context sentence is missing.
This sounds simple. Most MSPs skip it because the number feels self-explanatory to someone with technical context. It is not self-explanatory to a dental office owner or a law firm partner who reads the report between meetings.
The security section answers: "Are we protected?" The other three sections answer: "Is our IT working?", "Is our data safe?", and "What happened this month?" Together, they create a complete monthly picture that supports renewal conversations, justifies your fees, and builds the documentation trail that makes clients stay.
The other sections are executive summary, service desk performance, and backup and continuity. The full MSP monthly report template covers all four.
Clients assume you are handling security. The security section converts that assumption into documented evidence they can reference at renewal or share with their own leadership.
Business owners do not want to be involved in security decisions they hired you to handle. The security section should confirm their environment is managed, not create new action items for them.
When a client's own leadership asks how their IT security is performing, they will repeat the sentence you wrote. Write that sentence for them. "We had 847 threats this month, all quarantined automatically" is a sentence they can use.
Roviret connects to your RMM (NinjaRMM, Datto RMM, or N-able) via read-only API and pulls security metrics each month: threats blocked, patches applied, device compliance percentages. The security section is populated automatically. Your team adds the one-sentence context per sub-section. The full branded PDF goes to every client without manual exports.
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An MSP monthly security report should include: total threats detected and blocked by endpoint security, patches applied during the month with a compliance percentage, vulnerabilities identified and resolved, any security incidents with their resolution summaries, failed login attempts or suspicious access attempts, and backup integrity confirming data is recoverable. Each metric should include a one-sentence plain-English interpretation so a business owner can read the section without calling you.
Write every security metric with a context sentence. Do not list "847 threats blocked" without adding "All threats were quarantined automatically with no data impact." Do not list "patch compliance: 94%" without adding "6 devices had outstanding patches due to planned maintenance windows, all resolved within 48 hours." Context converts data into evidence. Evidence is what clients remember at renewal.
Monthly. Security activity changes every month: threat volume, patch cadence, vulnerability discoveries. A security report that covers more than 30 days is too far removed from the events it describes. A monthly cadence also builds a 12-month track record that supports renewal conversations with documented security activity.
Yes. Roviret connects to your RMM (NinjaRMM, Datto RMM, or N-able) via read-only API and pulls security metrics each month: threats blocked, patches applied, device compliance percentages, backup job results. The security section is populated automatically. Your team writes the executive summary. The full branded PDF is delivered to every client without manual exports.