Reports & QBR

Opentra turns the data it already holds — tickets, time, contracts, invoices, devices — into the reports you run a small MSP on, and the reports you put in front of a client. Nothing is exported to a spreadsheet first.

What’s reported

Report	What it tells you
SLA	Response and resolution against target, by client and priority. See SLA & service targets.
Utilization	Billable vs non-billable time per tech.
Aging	Outstanding invoices by age bucket.
Churn risk	Accounts trending toward leaving, from ticket and engagement signals.
Client P&L	Revenue vs cost per client.
OS lifecycle	Devices approaching end-of-life, from synced RMM data.
Asset management	Fleet value, depreciation and replacement forecast — see below.
QBR pack	A quarterly business review pack, assembled per client — see below.

Client QBR pack

The Quarterly Business Review pack assembles a single, client-ready document per organisation for the period — the report you walk a client through, not an internal export. It pulls together:

• At a glance — open tickets, tickets resolved, hours delivered (with billable split), and devices managed (with a count that need attention).
• Service delivery — tickets opened and resolved, average first response and average resolution time against SLA targets.
• Time breakdown — hours split into billable, non-billable / goodwill, and managed-service (MSA) included, so the client sees the value delivered under the agreement, not just what was invoiced.
• Devices & lifecycle — the managed fleet by lifecycle stage: supported, nearing end-of-life, end-of-life and unknown.
• Contracts & financial — active contracts with end dates, total monthly recurring, and the amount invoiced in the period.
• Active projects — current projects and their status.

The pack renders to PDF for the meeting, and clients can also open their own QBR data read-only on the portal.

Monthly service reports

Opentra can email each service-agreement client a monthly service report on the 1st of the month, sent to that contract’s owner and admin contacts. It’s the lightweight, automated cousin of the QBR:

• Your environment at a glance — tickets opened and resolved, hours delivered, average first response, and SLA attainment for the month.
• Your security coverage — the managed security services protecting the client, in plain terms. See Security coverage.
• A link to the full report on the portal for anyone who wants the detail.

Off by default

The master switch lives in Settings → Helpdesk and ships off. Turn it on there, then use the per-organisation opt-out and the Send now / test buttons on an org page to control and preview individual sends.

Asset management & fleet value

Opentra treats the synced device fleet as an asset register, so you can answer the two questions a client’s finance person actually asks: what is our IT worth today, and what will we have to spend to keep it current.

Depreciation

Every asset is depreciated from its purchase cost and purchase date over a useful life, and the report computes both accounting methods side by side:

Method	How it writes down
Straight-line	Equal expense each year until fully depreciated.
Diminishing value	Compounds down at 2 / life per year — faster early, never quite zero.

Useful life is applied per device type by default (auto), or you can force one flat life across the whole fleet — 1, 3 or 5 years — matching however your accountant depreciates IT:

Device type	Useful life
Laptop	3 years
Workstation	4 years
Server, NAS, Firewall, Access Point, Printer	5 years
Switch	7 years
Other / unclassified	4 years

For each asset the report shows its age, written-down (book) value, accumulated depreciation, the annual expense at the current run rate, and whether it’s fully depreciated.

Purchase date from the hostname

Many fleets embed the deployment date in the hostname (e.g. wen-20220410). When an asset has no recorded purchase date, Opentra reads it from the name — a far better estimate than the day the device first synced — and flags the row as estimated so the fleet totals stay honest.

Fleet value & insight

Rolled up across the fleet (per client or the whole book), the asset report gives you:

• Device count and total original cost.
• Total book value under both straight-line and diminishing value — the current worth of the fleet.
• Counts of assets due for replacement in the next 12 months, with expired or soon-to-expire (90-day) warranties, and those at high refresh risk.
• Virtual machines and estimated rows are marked or excluded so the totals mean something.

Replacement forecast

The forecast buckets projected replacement spend by quarter over a horizon, with a leading “Due now” bucket for anything already past end-of-useful-life — turning “the fleet is getting old” into a dated, costed refresh plan you can budget against and take into a QBR.

Client-facing reports

Selected reports are exposed to clients through the customer portal — read-only, token-based, no login — so a client can see their own SLA, activity and fleet without you emailing a PDF.