“What exactly did we pay for this month?” — every MSP hears this question eventually. If your answer is a verbal summary, you are negotiating. If your answer is a clean per-client report that arrives before the invoice, you are reporting. Endpoint Central MSP can generate that proof automatically; here is how to set it up honestly.
Reports in the MSP edition can be generated per customer, scheduled, and exported in the usual formats. The discipline matters more than the button: the right five reports, on a fixed date, in language a non-technical client owner can read. This page covers which reports earn their place in the monthly pack, how scheduling works, how to keep personal data out of shared reports, and the one rule that keeps reporting honest — the report must be able to show bad news too.
Long report bundles get deleted unread. A tight monthly pack works: patch status (are we protected, what is pending and why), inventory (what computers exist — this also anchors per-device billing), software (new installs and licence problems), system health (machines heading for trouble, which justifies replacement advice), and a short work summary. Generate each one scoped to that customer only. The moment a report mixes two clients, it is not a report — it is a data leak with a header.
Inventory and software reports can carry end-user names and usage details that a client owner does not need and should not receive in raw form. Endpoint Central provides report settings to mask or hide personally identifiable information in generated reports — turn it on for anything you export or share. Billing proof needs machine counts, patch percentages and asset lists; it does not need which employee used which application at what hour. Masking is both a privacy duty and a professionalism signal.
The temptation is to polish: hide the 9 unpatched machines, drop the failing-disk warnings. Resist it. A report that shows problems with your action noted beside them (“held — conflicts with billing software, vendor fix awaited”) builds more trust than a perfect-looking report the client later discovers was edited. Clients renew contracts with providers who surface problems early; they leave providers whose surprises arrive as downtime.
If your contract charges per device, the monthly inventory report is the shared truth both sides count from — machines added, machines retired, total billed. Disputes shrink because the number was never yours alone; it came from the client's own network, shown to them every month. When a client questions an invoice, walk the inventory delta together. This is the honest core of MSP billing: same data, same report, no private spreadsheets.
See Endpoint Central MSP running live — customers, offices and agents on one screen, step by step.
▶️ Watch Full VideoYes. Reports can be scoped per customer and scheduled, so each client receives their own pack on the same cycle. Keep one fixed monthly date so clients learn the rhythm and expect the report before the invoice.
Yes — with your action or reason written beside them. A held patch with a documented reason reads as professional care. Hiding problems works only until the client discovers one themselves, and then every past report looks edited.
Yes. Endpoint Central's report settings let you mask or hide personally identifiable information when generating reports. Enable it for anything shared outside your team — billing proof needs counts and status, not individual usage details.