Available reports
The Reports area collects SummitPSA’s built-in analytics. Reports are grouped into categories; most support a date range and one or more filters (company, agent, or ticket type) and offer a CSV export for use in a spreadsheet. Viewing reports needs the Reports: view permission; some finance reports require the Finance permission instead.
Report categories
| Category | Examples |
|---|---|
| Service Desk | Ticket Volume, First Response Time, Mean Time to Resolution, Ticket Aging, Backlog Trend, Ticket Source Analysis, Reopened Tickets |
| SLA & Quality | SLA Compliance |
| People & Performance | Technician Time, Technician Scorecard, Workload Distribution |
| Finance & Contracts | Financial Summary, Contract Profitability, MRR Trend, Invoice Aging, Accounts Receivable, Unbilled Time, Quote Performance |
| Clients & CRM | Client Activity, Top Clients by Volume |
| Projects | Project Status Summary, Project Profitability |
| Assets & Renewals | Asset Lifecycle, Upcoming Renewals |
| Knowledge Base | KB Usage |
| Client Feedback | Client Feedback (CSAT) |
Date ranges and filters
Each report applies a sensible default window if you do not pick dates — for example, Ticket Volume defaults to the last 90 days and Technician Time to the last 30. Set from and to dates to narrow the period, and use the company, agent, or type drop-downs where available.
Exporting to CSV
Most reports include a CSV download that respects the current filters, so you can pivot the data elsewhere. Exporting finance reports may require the Finance: export permission.
Saved reports
You can save a report configuration by name from the Reports index and optionally mark it public so colleagues can reuse it.
Looking for a one-page client business review? See the Executive Summary, which also powers automated monthly client reports.