Native PDF Reporting & Automation for MSPs
under review
N
Noah Jones
Current State
Hatz AI's Admin Dashboard allows MSPs to export:
- LMS training completion data as CSV
- Dashboard metrics as CSV (credit usage, power users, model preferences)
However, these require manual post-processing to create client-facing deliverables using external tools or custom Hatz Workflows.
Gap Identified
No native PDF reporting for:
- Professional, branded usage reports
- LMS training analytics with completion tracking
- User enrollment gap analysis (identifying which users are NOT enrolled in required trainings)
- Scheduled/automated report delivery to clients
Requested Features:
Native PDF Report Generator:
- Usage analytics (credit consumption, active users, model usage, trends)
- LMS training completion with visual progress indicators
- Customizable branding (logo, colors, tenant name)
Scheduled Report Delivery:
- Define report cadence (weekly, monthly, etc.)
- Recipient list (email)
- custom email template
- Filter by tenant/date range
M
Mark Leeper
updated the status to
under review