Automation
MSP Reporting Automation: The $5,250/Month Problem Most MSPs Ignore
MSP reporting automation cuts a $5,250/month labor cost to $800. Here is the real math, the tool comparison, and how to get there.
Read article →HaloPSA's reporting module was built for your ops team, not your clients. That gap has a cost most MSPs underestimate. Clients who never see the work being done on their behalf gradually stop valuing it, and MSPs lose 10 to 12 percent of their client base every year because of exactly that. Roviret pulls your Halo data each month and delivers a branded PDF to every client automatically, so your work stays visible and clients have a reason to renew.
HaloPSA is a capable PSA. Its dashboards surface ticket volumes, SLA data, time tracking, and project status clearly for your operations team. That same data never reaches your clients in a form they can read without your help. The report builder is powerful, but it produces ops-facing output. When clients do not receive consistent monthly reports, they have no record of what you delivered. One bad incident feels larger than twelve months of solid work nobody documented. That is the actual retention risk, not the absence of time savings.
Roviret closes the gap by pulling your HaloPSA data and delivering a branded, plain-English PDF to every client each month, so the evidence of your work reaches the person who signs your contract. One retained $3,000/month client covers 3.75 years of Roviret at $800/month.
Get My Free Sample Report →HaloPSA dashboards give your team internal visibility. Neither delivers a polished, branded monthly PDF report to each client without manual work.
| HaloPSA native reporting | Roviret | |
|---|---|---|
| Client-facing branded PDF reports | No | Yes |
| Automated monthly delivery to every client | No - manual export required | Yes |
| Plain-English executive summary | No - raw data output | Yes |
| Custom report builder or configuration required | Yes | No |
| Works without a HaloPSA specialist | No | Yes |
| Per-client report customization | Manual only | Included |
| Ongoing maintenance when Halo updates | Your team's responsibility | Yes - covered in retainer |
| Fixed monthly cost | Configuration time varies | $800/month flat |
When clients do not receive consistent monthly reports, they have no record of what you delivered. One bad month looms larger than twelve good ones. Renewal conversations start from a position of doubt, not proof.
Manual HaloPSA reporting costs roughly 3.5 hours per client per month. At 20 clients, that is 70 hours. At 40 clients, it is 140. Roviret's $800/month flat rate stays constant regardless of how many clients you add.
Roviret reads from HaloPSA via read-only API. No new platform. No workflow changes. No add-on required. Your HaloPSA instance is untouched.
We connect via the HaloPSA API using read-only access with scoped permissions. NDA signed before access is granted. We pull reporting data only and cannot touch tickets, contracts, billing, or any other record in your instance.
We build your report template with your logo, colors, and data mapping across client accounts. Reports look like they came from your company, not from Roviret. Client account types are mapped separately so each client gets the metrics that matter to their business.
Reports pull from HaloPSA at month-end and go out on your fixed schedule. No one on your team exports data or formats a spreadsheet. When HaloPSA releases an update, we handle any reconnection without you filing a ticket.
Want more detail? Read our full guide to MSP reporting automation.
Tell us your PSA and RMM. We build a fully formatted sample in 48 hours showing the weekly digest and monthly report your clients would receive. No cost. No disruption to your HaloPSA setup.
Yes. HaloPSA is a primary PSA integration for Roviret. We connect via the API using read-only access with scoped permissions. No third-party middleware required. We have handled HaloPSA API connections across a range of versions and configurations.
We use read-only access only. We cannot create, modify, or delete anything in your instance. An NDA is signed before any connection, and your API credentials are used solely to pull the reporting data needed to generate your client reports. Credentials are stored encrypted.
Service desk metrics (ticket volume, response times, SLA adherence), time logged by category, project milestones, and endpoint data from your RMM integration (NinjaRMM, Datto RMM, or N-able). The exact fields depend on your HaloPSA configuration. We map this during setup and adjust based on what matters most to each client account type.
We handle it. API maintenance is included in the $800/month retainer. When HaloPSA changes API behavior, we fix the connection on our end without you filing a ticket. This is the core difference between a platform you operate and a service that operates for you.
If the sample looks right, we scope the full setup. The $1,500 one-time setup fee covers the API connection to HaloPSA, data mapping across your client roster, and your branded template build, typically completed in 30 days. After that, reports run automatically every month for $800/month flat. No per-client fees, no long-term contract required. If the sample does not look right, there is no further obligation.