Reports & Analytics
RAD Repairs has two reporting systems: the Reports page - a set of ready-made RMM fleet reports plus a custom Report Builder with scheduled email delivery - and the business reports in Admin Settings for revenue, tickets, customers, and technician performance.
Where to find them: The Reports page is in the main sidebar (requires the view reports permission). Business reports live in Admin Settings under the Reporting section.
The Reports Page
The Reports page includes ten ready-made reports covering your managed fleet - hardware, policies, activity, security posture, remote access coverage, and backups. Every report can be viewed on screen and exported as CSV (for spreadsheets) or PDF (for sending to customers).
Available Reports
| Report | What It Shows |
|---|---|
| Asset Audit | Detailed inventory of managed assets: hardware, OS, status, and metadata. Includes a column picker so you choose exactly which fields appear. |
| Asset Aging | Managed assets grouped by OS install age brackets - great for spotting machines due for replacement. |
| Applied Policy | Which RMM policy governs each asset, and whether it was assigned directly, via folder, or via customer. |
| RMM Summary by Customer | Per-customer fleet metrics: devices, online rate, alerts, tickets, and backup health. |
| Customer Executive Summary | Client-facing scorecard with a health score, coverage, alerts, tickets, and backups - ideal for quarterly business reviews. |
| Asset Activity Audit | Chronological log of script runs, alerts, and enrollments (31-day maximum window). |
| Remote Access & Backup Coverage | Per-customer deployment coverage for RustDesk, ScreenConnect, and Comet Backup. |
| Software Inventory | Installed software across managed endpoints with version and publisher (collected by agent v1.7.0+). |
| Missing Patches by KB | Which Windows updates are missing across the fleet, grouped by KB number with severity and affected devices. |
| Vulnerable Systems | At-risk assets ranked by missing critical/important patches and check-in staleness. |
Running a Report
Pick a Report
Click Reports in the main sidebar and choose a report from the list on the left.
Set Parameters
Depending on the report, you can filter to a specific customer, choose a date range (for the Asset Activity Audit), and pick which columns to include (Asset Audit).
View and Export
Results display on screen with summary stats and a data table. Use the export buttons to download the report as CSV or PDF.
Report Builder
The Report Builder (linked from the Reports page) is a visual, drag-and-drop designer for your own branded PDF reports — for example, a monthly "Managed Services Summary" you send to every managed customer. Everything previews live as you build, and the finished PDF carries your logo and accent color, a cover page, and page numbers.
Building a Report
Click + New in the Templates panel, give the report a name, then drag elements from the left palette onto the canvas. Click any element to edit it in the properties panel on the right. Available elements:
- KPI Cards - big-number scorecards. Pick any of 34 metrics grouped by Devices, Alerts, Tickets, Backup, Patching, Remote Access, Scripts and Overall (health score, online/offline, critical alerts, backup coverage %, patch compliance %, and more).
- Chart - choose from 25 data sources and render as bar, pie, doughnut, or line: device & OS breakdowns, alerts by severity/type, tickets by status/type/over-time, Windows Update compliance, policy coverage, and more. The Asset Health Summary chart has configurable thresholds (offline days, minimum RAM, minimum free storage %).
- Table - a data table from a source (assets, patches, activity, etc.); tick up to 8 columns and set a max row count.
- Text - your own heading or paragraph (intro, service notes, contact details).
- Divider / Page Break - a separator line, or force the next element onto a new page.
Drag an element onto the right half of another to place them side by side — up to 3 cards across a row. A control in each card's header returns it to its own row. Click Save when you're done, or Clone to base a new report on an existing one. The Cover page checkbox toggles the branded title page.
Scope & preview
The Preview / run for selector at the top sets what the report covers and drives the live previews. Leave it on All customers for a company-wide internal report, or search for a customer to scope the report to just their data. Set the date range there too. Click Run → PDF to generate the report.
Scheduled Email Delivery
Any saved report can be emailed automatically. In the Scheduled Delivery card, choose the template, a frequency (weekly or monthly) and day, and one of these Send to targets:
- Internal (all customers) - one company-wide report sent to the recipient emails you enter.
- Specific customer - search and pick one customer; the report is scoped to them and sent to the recipient emails (selecting a customer pre-fills their email).
- Customers on a plan / Customers with a policy - a dynamic segment. At send time it resolves to every matching customer and emails each one their own report at their own address (any recipient emails you add are CC'd).
Click Add Schedule to save it; existing schedules are listed below with their target, timing, and when they last ran. Schedules are processed by a daily job each morning. Deleting a template also removes its schedules.
Set-and-forget client reporting: Build a "Monthly Executive Summary" report once, add a monthly schedule targeting your Gold-plan customers, and every one of them automatically gets their own professional PDF each month — no manual work.
Business Reports (Admin Settings)
In addition to the fleet reports above, RAD Repairs includes eight business reports generated as PDFs from the Reporting section of Admin Settings. All business reports support:
- Preset date ranges - Last 7 days, 30 days, 90 days, or last year
- Location filtering - View data for specific locations or all locations combined
- PDF export - Professional PDF reports with your company branding
- Real-time data - Reports reflect the latest data from your database
Pro Tip: Use the Dashboard for quick daily metrics and the Admin Settings reports for detailed historical analysis.
Business Reports
Core reports for understanding your business operations and revenue.
| Report | Description | Key Metrics |
|---|---|---|
| Sales Report | Revenue and transaction analysis for the selected period | Total revenue, transaction count, average sale, collected vs outstanding revenue, top selling items, daily revenue chart, payment methods |
| Customer Analytics | Customer base analysis and acquisition tracking | Total customers, new customers, active customers, retention rate, top customers by revenue, monthly acquisition, customers by referral source |
| Service Report | Ticket and repair workflow analysis | Total tickets, resolved tickets, open tickets, resolution rate, average resolution time, tickets by status, tickets by priority, tickets by issue type, daily volume |
| Inventory Report | Stock levels and inventory value analysis | Total products, total stock, inventory value, low stock count, out of stock count, value by category, low stock items list, top selling products |
Performance Analytics
Advanced reports for analyzing performance trends and comparisons.
| Report | Description | Key Metrics |
|---|---|---|
| Technician Performance | Individual technician productivity and workload | Total tickets per technician, resolved tickets, open tickets, resolution rate, average resolution time, priority breakdown, daily performance |
| Revenue Analysis | Detailed revenue breakdown and comparison | Revenue by type (product vs service), revenue by product category, revenue by service category, 12-month trend, period-over-period comparison with growth percentage |
| Referral Analytics | Customer acquisition source tracking | Customers by referral source, revenue by source, conversion rates, new customers by source, 6-month referral trend |
| Location Comparison | Multi-location performance comparison | Revenue per location, tickets per location, customers per location, inventory per location, resolution rates by location |
Generating a Business Report
Go to Admin Settings
Navigate to Admin Settings from the sidebar and open the Reporting section.
Set Your Filters
Select the desired Report Period (7, 30, 90, or 365 days) and Location filter from the dropdowns at the top of the Reporting section.
Click the Report Button
Click the button for the report you want to generate. The PDF will be created and downloaded automatically.
PDF Report Contents
Each generated PDF includes:
- Header - Your company name and contact information
- Report title - Name of the report and the period covered
- Location - Which location's data is included (if filtered)
- Summary metrics - Key totals and statistics
- Detailed data tables - Breakdowns and lists relevant to the report type
- Charts and visualizations - Where applicable (trends, distributions)
Branding: PDF reports use your company's theme color (accent color) from Admin Settings. Make sure your business information is up to date in the Business Info section for accurate report headers.
Multi-Location Reporting
For businesses with multiple shop locations, the Location Comparison report provides a side-by-side view of all locations:
- Revenue comparison - Total revenue, invoice count, and unique customers per location
- Ticket metrics - Total tickets, resolved tickets, open tickets, resolution rate, and average resolution time per location
- Customer distribution - Total customers and new customers per location
- Inventory status - Product count, stock levels, and inventory value per location
All other business reports can be filtered to a single location using the Location dropdown, or set to "All Locations" for consolidated data. The Location Comparison report always includes every location regardless of the filter.
Frequently Asked Questions
What's the difference between the Reports page and the Admin Settings reports?
The Reports page covers your managed RMM fleet (assets, policies, patches, backups, activity) with on-screen results and CSV/PDF export, plus the Report Builder for custom client-facing templates. The Admin Settings Reporting section generates business PDFs about your shop itself - sales, tickets, customers, technicians, and locations.
Who can access the Reports page?
Users whose role includes the view reports permission. Adjust role permissions in Admin Settings > User Management.
How often is report data updated?
Reports pull data in real-time from your database when you run them. RMM data (hardware, software, missing patches) is refreshed by each agent's hourly sync, and backup status is polled every 30 minutes.
Can I send a report to a customer automatically?
Yes. Build a template in the Report Builder, then add a weekly or monthly schedule with the customer and recipient email addresses. The report is emailed automatically as a PDF attachment.
Why is the Asset Activity Audit limited to 31 days?
The activity audit compiles script runs, alerts, and enrollments into a chronological log; the window is capped at 31 days to keep the report fast and focused. Run it monthly if you need a continuous archive.
Why do some revenue numbers differ from my bank deposits?
Revenue reports are based on invoice data recorded in RAD Repairs. Differences may occur due to payment processing delays (especially for credit cards), pending checks, or payments not yet recorded in the system. The Sales Report shows both collected and outstanding revenue to help reconcile.
Why are my technician performance numbers low?
Ensure technicians are being properly assigned to tickets. The Technician Performance report tracks tickets where a technician is assigned. Unassigned tickets appear under "Unassigned" in the report.
What referral sources are tracked?
The Referral Analytics report tracks built-in sources (Google, Facebook, Yelp, Instagram, Word of Mouth, Website, Other) as well as any custom referral sources you've configured in your system.
Related Pages
Need Help with Reports?
Can't find the data you're looking for? Our support team can help you identify the right report or assist with custom reporting needs.
Contact Support