PlatformDelivery BoardAutomation & RunbooksOutcome ReceiptsJust-in-Time ElevationCredential VaultGoverned SessionsDevices & DiscoveryPatch ManagementReporting & ExportsRoles & Multi-Tenancy
Verified AI OperationsThe Operation LoopCommanded AutonomyCompare the operating modelThe Verified Operation Spec
SolutionsFor MSPsFor Enterprise & Internal ITHealthcareLegalFinancial servicesMunicipal & Education
ProofOperation walkthroughSecurity & architectureVerified Operation SpecFive questions for your RMM's AIChangelog
CompanyAboutFounder's noteContact
PricingBuy 1–20 technician licenses onlinePlans — from $499 per monthCustom requirementsFoundation Circle
Log in

Home/Platform/Reporting & Exports

Reporting & exports

Bring the work into view. Take the evidence with you.

Evidence is useful when the people who did not run the work can inspect it. These exports package the operation records for a client, underwriter or security reviewer, with the source figures attached.

Export manifestillustrative
packQuarterly service review
clientNW-Medical
periodone quarter
operations142 · every one opens
proofreceipt chain included
formatsPDF · JSON · CSV
brandingthe client's, not ours
meteringnone, on every plan
chain 9f3a…c47e EXAMPLE

How a pack is assembled

Operations, their receipts, and the links between them.

An export is not a report we write about your quarter. It is the quarter's operations and the records they produced, packaged with the links that let a stranger confirm nothing was edited afterwards.

How an export is assembledone client, one quarter
OPERATIONS OP-000215 OP-000216 OP-000217 OP-000218 one client · one quarter THEIR RECEIPTS 4c1e…8b02 7a90…d41f 9f3a…c47e b207…33ca one per operation THE CHAIN 216 carries 215 217 carries 216 218 carries 217 each names the one before THE PACK PDF JSON CSV per client, per period WHAT THE RECIPIENT CAN DO WITHOUT CALLING US 01 RECOMPUTE hash each record in the pack and compare it to the fingerprint on it 02 FOLLOW THE LINKS each record names the one before it, so the order is checkable too 03 FIND THE BREAK alter one record and every record after it stops agreeing
Those three steps need no cooperation from us, which is the entire reason the exports are worth forwarding. An export proves that every record inside it is unaltered and in order. It does not prove we picked the right records for you — which is why the filter it was built from is printed on its face, so you can ask for the same period again and compare.
  • PDF for humans — the pack a client reads, under their branding.
  • JSON and CSV for systems — the same records, for a SIEM, a spreadsheet, or someone's own analysis.
  • Per operation or per client per period — one incident, or a whole quarter.
  • Unmetered on every plan. A platform that charges per receipt teaches you to ration your own evidence.

The quarterly review

A page where every figure can name where it came from.

The QBR is where an MSP either sounds like a supplier or sounds like a partner. The difference is usually whether the numbers survive being asked about. Each figure here is a count of records, and each record opens.

The quarterly pack, annotatedexample figures
YOUR LOGO EXAMPLE Quarterly service review NW-Medical · Q3 142 OPERATIONS 138 MACHINE-CONFIRMED 4 HANDED TO A PERSON 318 MINUTES OF ADMIN RIGHTS OPERATIONS IN THE PERIOD OP-000217 · print spooler · confirmed OP-000218 · disk cleanup · confirmed OP-000221 · stopped, handed to Marcus EVERY LINE OPENS INTO ITS OWN RECORD Their name, not ours The pack is the client's to keep and forward. Counted, and confirmed by machines Target-side answers, not jobs that finished running. Privilege, totalled Admin minutes summed from the leases that were granted. The ones that stopped are in here too A pack of only successes would be advertising. Proof travels with it The chain covers the records in the pack.
The figures above are illustrative — we will not print numbers we have not earned. The minutes-of-admin-rights tile is the one clients stare at, because a standing administrator account has no equivalent number to put in that box.

The questionnaire

Answer the privilege section with records instead of prose.

Cyber-insurance renewals and vendor-security questionnaires ask the same shape of question: who can get administrator rights, how, for how long, who approved it, and how would you know if something else happened. That is an export here, not an essay.

The privilege-grant export
whoThe person, or the AI agent, that held the rights.
whatThe scope: this operation, on this target.
whenGranted at, expired at — and expiry is the clock, not the finish.
approved byA named human. Nobody approves their own request, agents included.
acrossYour own tenant and any sub tenant you were mapped into.
formatJSON or CSV, gated behind a read permission.
  • It covers agents and people in the same table, which is exactly the question an underwriter is circling when they ask about automation.
  • It is generated from grants that actually happened — not from a policy document describing what should happen.
  • An empty answer is an answer. A period with no elevation shows as none, rather than as a gap you have to explain.

This is a privilege and evidence export. It is not an assessment against a named control framework and we do not produce one — a compliance report that fills in its own findings is the specific thing this company exists in reaction to. What we hand you is the underlying record, in a form your assessor can read.

Formats, retention, cost

Nothing here is metered, and that is deliberate.

Three formats

PDF for the person reading it, JSON and CSV for the system that has to store or search it. Same records underneath — the format changes who can read it, never what it says.

Retention per client

Records live in that tenant's own isolated storage for the life of the workspace, with retention set per client — because one of your clients has a five-year obligation and another does not.

How the walls work →

Unmetered

Receipts and exports are never charged per artifact, on every plan. Metering evidence would teach you to produce less of it, which would quietly destroy the thing you bought.

Pricing →

You generate a pack and hand it over. We do not claim scheduled report delivery by email today — the export is something you pull, not something that turns up in a client's inbox on the first of the month. When that ships it will be on the release notes with a date, like everything else.

The questions that decide whether this is useful to you.

Can a client verify a pack without involving you?

Yes, for the property that matters most: whether anything in it was altered after the fact. Every record carries a fingerprint of the one before it, so recomputing the fingerprints and following the links exposes any edit. That check needs the file and nothing else — no login, no call to us.

Does a failed operation appear in the export?

It does, with what was attempted, what privilege it held, where it stopped and whether the declared undo ran. An export of only the successes would be marketing material with a chain attached. How a receipt handles failure →

Can I put my own branding on it?

Yes — per client. The pack goes out looking like it came from you, because it did. Your client should not have to learn our name to read their own service review.

What about time and billing?

Time tracked against an operation is attributed to the client that owns it, including work that carried on after you switched context. Billing here is your labour at your rates, not a resale of our running costs — what it costs us to run an operation is our problem, not a line on your client's invoice. The MSP economics →

How far back can I go?

As far as that client's retention setting keeps records, and they are kept for the life of the workspace by default. Since the records are chained, an old export and a fresh one covering the same period should agree exactly — and if they did not, you would be able to see where.

Take one to your next renewal

See a quarter's evidence assembled, then pick a line and open it.

Bring the questionnaire that took your team three days last year. We will show you which parts of it are already an export.