{"id":121559,"date":"2025-01-21T13:40:26","date_gmt":"2025-01-21T18:40:26","guid":{"rendered":"https:\/\/jumpcloud.com\/?p=121559"},"modified":"2025-02-24T13:50:33","modified_gmt":"2025-02-24T18:50:33","slug":"how-to-provide-automated-reports-client-health","status":"publish","type":"post","link":"https:\/\/jumpcloud.com\/blog\/how-to-provide-automated-reports-client-health","title":{"rendered":"Reclaim Client Trust with Easy, Automated IT Reports"},"content":{"rendered":"\n<p><em>In the world of IT, &#8220;keeping the lights on&#8221; isn&#8217;t enough anymore.&nbsp;<\/em><\/p>\n\n\n\n<p>In order for your business as a managed service provider (MSP) to thrive, clients need to <em>see<\/em> the value you bring, especially when it comes to their IT health and security.&nbsp;<\/p>\n\n\n\n<p>But let&#8217;s be honest, nobody wants to go through pages of technical jargon and raw data. That&#8217;s where the magic of automated reporting comes in. It&#8217;s about transforming data into a clear, compelling story that builds trust and showcases your expertise.<\/p>\n\n\n\n<p>This isn&#8217;t about ticking a box; it&#8217;s about helping your clients to understand their IT and make informed decisions.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Stepping Into Your Client&#8217;s Shoes: What Are Their Real Concerns?<\/strong><\/h2>\n\n\n\n<p>Before you even think about metrics or fancy dashboards, take a moment to understand your client&#8217;s perspective.&nbsp;<\/p>\n\n\n\n<p>What keeps them up at night?&nbsp;<\/p>\n\n\n\n<p>Their concerns often boil down to these key questions:<\/p>\n\n\n\n<ul>\n<li><strong>Security:<\/strong> &#8220;Am I protected? Are my systems and data safe from the ever-evolving threat landscape?\u201d<\/li>\n\n\n\n<li><strong>Performance:<\/strong> &#8220;Is everything running smoothly? Are there any hidden issues affecting my productivity and bottom line?&#8221;<\/li>\n\n\n\n<li><strong>Compliance:<\/strong> &#8220;Am I meeting all the necessary regulations and standards in my industry?&#8221;<\/li>\n\n\n\n<li><strong>Value:<\/strong> &#8220;Am I getting the most out of my IT investment? Is my IT provider truly adding value?&#8221;<\/li>\n<\/ul>\n\n\n\n<p>Your reports should directly address these concerns, and should be focused on the tangible business impact of your IT services.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Metrics That Matter&nbsp;<\/strong><\/h2>\n\n\n\n<p>In 2025, forget generic &#8220;security metrics.&#8221; Instead, focus on concrete data points that tell a story of proactive IT management.&nbsp;<\/p>\n\n\n\n<p>Here are some examples, including why they matter, potential sources, and the latest insights:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mean-time-to-remediate-mttr\">Mean Time to Remediate (MTTR)<\/h3>\n\n\n\n<p>This measures how quickly you resolve security incidents.&nbsp;<\/p>\n\n\n\n<p><em>Why does it matter:<\/em> Faster remediation minimizes damage and downtime.&nbsp;<\/p>\n\n\n\n<p><em>Source:<\/em> Your SIEM or incident tracking system. Aim for continuous improvement in your MTTR.&nbsp;<\/p>\n\n\n\n<p>While industry averages vary, a<a href=\"https:\/\/www.ibm.com\/reports\/data-breach\"> report by IBM Security<\/a> found that the average time to identify and contain a breach in 2024 was 277 days! By showcasing a significantly lower MTTR, you demonstrate your superior incident response capabilities.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-phishing-click-through-rate\">Phishing Click-Through Rate<\/h3>\n\n\n\n<p>This tracks how susceptible your client&#8217;s employees are to phishing attacks.&nbsp;<\/p>\n\n\n\n<p><em>Why it matters:<\/em> A lower click-through rate means stronger security awareness and reduced risk.&nbsp;<\/p>\n\n\n\n<p><em>Source:<\/em> A phishing simulation platform. This could be a commercially available security tool you acquire, or a program you manage through \u201cfree\u201d email solutions. According to the<a href=\"https:\/\/www.verizon.com\/business\/resources\/reports\/dbir\/\"> 2024 Verizon Data Breach Investigations Report<\/a> (DBIR), phishing continues to be a primary attack vector.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-successful-backup-and-recovery-tests\">Successful Backup and Recovery Tests<\/h3>\n\n\n\n<p>Don&#8217;t just report on backup success rates; demonstrate that you can actually recover data.&nbsp;<\/p>\n\n\n\n<p><em>Why it matters:<\/em> Provides concrete evidence of your disaster recovery capabilities.&nbsp;<\/p>\n\n\n\n<p><em>Source:<\/em> Your backup and recovery documentation. Regularly test your recovery processes and include the results in your reports.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-application-performance-monitoring-apm\">Application Performance Monitoring (APM)<\/h3>\n\n\n\n<p>Track the performance of critical business applications.&nbsp;<\/p>\n\n\n\n<p><em>Why it matters:<\/em> Identifies and addresses performance bottlenecks that impact productivity.&nbsp;<\/p>\n\n\n\n<p><em>Source:<\/em> APM tools. Focus on metrics like response times, error rates, and resource utilization. Correlate this data with business outcomes. For example, &#8220;Improved application response times by 15%, leading to a 5% increase in online sales.&#8221;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-uptime-and-downtime\">Uptime and Downtime<\/h3>\n\n\n\n<p>Report on system uptime and any downtime incidents, including root cause analysis.&nbsp;<\/p>\n\n\n\n<p><em>Why it matters:<\/em> It shows your services are reliable and that you care about reducing disruptions.&nbsp;<\/p>\n\n\n\n<p><em>Source:<\/em> Your monitoring tools. Calculate your client&#8217;s downtime costs. Then, show the savings from your proactive management.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Why Choosing the Right Tools Is Necessary<\/strong><\/h2>\n\n\n\n<p>The right tools are essential for efficient and effective automated reporting. Consider these factors when making your selection:<\/p>\n\n\n\n<ul>\n<li><strong>Integration:<\/strong> Can the tools easily connect with your RMM, SIEM, cloud monitoring platforms, and other systems? This helps prevent data silos.<\/li>\n\n\n\n<li><strong>Customization:<\/strong> Can you tailor reports to each client&#8217;s unique needs and technical understanding?<\/li>\n\n\n\n<li><strong>Automation:<\/strong> Can you schedule report generation and delivery, freeing up your team for more strategic work?<\/li>\n\n\n\n<li><strong>Reporting: <\/strong>Does the tool provide clear and interactive dashboards? Do the visualizations help make data easy to understand?<\/li>\n\n\n\n<li><strong>Alerting:<\/strong> Does it provide real-time alerts for critical issues, enabling proactive response and remediation?<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Best Practices to Overcome Reporting Challenges:&nbsp;&nbsp;<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-executive-summary\">Include an Executive Summary\u00a0<\/h3>\n\n\n\n<p>Start with a concise, jargon-free summary of key findings and recommendations. <\/p>\n\n\n\n<p>For example, \u201cThis month&#8217;s report shows a strong security posture. All critical vulnerabilities were addressed quickly. We recommend implementing multi-factor authentication to further enhance security against evolving threats.&#8221;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-visual-storytelling\">Focus on Visual Storytelling\u00a0<\/h3>\n\n\n\n<p>Use charts, graphs, and other visuals to bring data to life and highlight key trends. <\/p>\n\n\n\n<p>For example, a line graph shows how the phishing click-through rate dropped after security awareness training.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-actionable-insights\">Lead with Actionable Insights<\/h3>\n\n\n\n<p>Don&#8217;t just present data; explain what it means and recommend specific actions. <\/p>\n\n\n\n<p>For example, \u201cBased on the scan, we suggest focusing on patching (specific system). It has a high-risk rating and is exposed to the internet. This will mitigate the risk of an xyz threat.\u201d\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-client-specific-context\">Remember Client-Specific Context\u00a0<\/h3>\n\n\n\n<p>Tailor reports to the client&#8217;s industry, business goals, and technical understanding. <\/p>\n\n\n\n<p>For example: For a healthcare client, emphasize HIPAA compliance metrics and the importance of data privacy.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Building Stronger Client Relationships<\/strong><\/h2>\n\n\n\n<p>Automated reports are a powerful tool, but they&#8217;re not a replacement for human connection. Use the reports as a starting point for meaningful conversations with your clients.<\/p>\n\n\n\n<ul>\n<li><strong>Schedule regular reviews:<\/strong> Meet often to discuss reports, answer questions, and offer advice.<\/li>\n\n\n\n<li><strong>Explain the &#8220;why&#8221;:<\/strong> Share not only the data but also its meaning. Show how your services reduce risks and create value.<\/li>\n\n\n\n<li><strong>Be a trusted advisor:<\/strong> Don\u2019t just show your technical skills. Provide strategic advice that helps clients reach their business goals.<\/li>\n<\/ul>\n\n\n\n<div class=\"promotion-banner-small is-flex-direction-column has-items-aligned-flex-start has-items-aligned-center-tablet\">\n    <div class=\"promo-small-image is-hidden-mobile\">\n        <img decoding=\"async\" src=\"https:\/\/jumpcloud.com\/wp-content\/uploads\/2025\/02\/smeittrends-q125-msp-security-concern-aspect-ratio-160-110.jpg\" alt=\"JumpCloud\">\n    <\/div>\n    <div class=\"promo-small-content\">\n        <p class=\"is-type-body-tiny is-type-weight-bold is-important promo-small-title\">\n            2025 MSP Report: Data From SME Clients        <\/p>\n        <p class=\"is-type-body-default is-important\">\n            Read on to learn how small to medium-sized enterprises (SMEs) feel about their MSPs, why they invest in them, how they want to grow with them, and why they leave.        <\/p>\n    <\/div>\n    <div class=\"promo-small-cta\">\n        <a href=\"https:\/\/jumpcloud.com\/resources\/msp-trends-data-in-2025\" data-promo=\"MSP SME IT Trends\" class=\"button is-primary-green promo-small-banner-link\">Download Today<\/a>\n    <\/div>\n<\/div>\n\n\n\n\n<p>Automated reporting is more than just a technical tool; it&#8217;s a strategic asset for MSPs.\u00a0<\/p>\n\n\n\n<p>Automating security, compliance, and performance reporting gives clients clear, actionable insights. This builds trust and shows the value of your services.&nbsp;<\/p>\n\n\n\n<p>This proactive approach boosts your reputation. It also helps clients make smart choices about their IT infrastructure.<\/p>\n\n\n\n<p>Discover how JumpCloud&#8217;s all-in-one platform automates IT health and security insights. This automation helps you gain a competitive edge and build trust with clients. You can<a href=\"https:\/\/console.jumpcloud.com\/signup\/msp\"> sign up for a free trial of the platform<\/a> or <a href=\"https:\/\/jumpcloud.com\/contact-sales\">connect with a JumpCloud expert<\/a> today.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The best way for MSPs to build client trust is through effective reporting. But who has the time?? Automate your way to showing true value. Learn how today.<\/p>\n","protected":false},"author":243,"featured_media":112960,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","inline_featured_image":false,"footnotes":""},"categories":[23,2782],"tags":[],"collection":[2779],"platform":[],"funnel_stage":[3015],"coauthors":[3320],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.9 (Yoast SEO v22.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Reclaim Client Trust with Easy, Automated IT Reports - JumpCloud<\/title>\n<meta name=\"description\" content=\"The best way for MSPs to build client trust is through effective reporting. But who has the time?? Automate your way to showing true value. 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