Open Reports in the top bar. Each report your plan includes opens with your clients' real, synced data; choose Open report, then pick the client (and the quarter, for the Quarterly Savings Review). Sample shows the same report with example data from fictional companies, which is handy for showing a prospect what they will get.
The reports
| Report | For | Plan |
|---|---|---|
| Prospect Waste Assessment | A prospect you want to win: one page with the total they pay for and do not use, by category, with no names | Free scan and up |
| Monthly Waste Summary | Your client's contact: every open and approved item for one client, with evidence and cost | Starter and up |
| Offboarding Queue | Your technicians: departed people, dead devices and unused licenses, with every system still billing | Starter and up |
| Quarterly Savings Review | Your client's leadership: what was found, approved and verified removed in a quarter, plus a security and compliance snapshot (MFA, accounts to review, devices without EDR or backup, stale backups, training) | Growth and up |
| Portfolio Rollup | Your own leadership: open waste and verified savings for every client, ranked | Pro |
A report that is not in your plan opens as a sample, with a note saying which plan includes it. Each client's page also links straight to its Waste Assessment and Monthly Summary.
Branding on reports
Reports use the name, logo, color and footer from Settings > Branding, as far as your plan allows. See Branding and white label.
Print or save as a PDF
Choose Print or save as PDF above a report. In the print window, pick Save as PDF as the destination to get a file you can email. The app's menus are left out of the printout, and your brand colors are kept.
Share a read-only link
Owners and techs can send a report to someone who does not use SeatReaper, such as a client's office manager. Open the report, choose how long the link lasts (7, 30 or 90 days) and choose Create share link. Copy the link straight away: SeatReaper stores only a scrambled version of it, so it cannot be shown again.
- The person sees that one report, read-only, with your branding. Nothing else in your workspace is reachable from it.
- It always shows the latest synced data, so a link you sent last month shows this month's numbers.
- Shared links at the bottom of the Reports page lists every link from the last 90 days, how often each was opened, and a Revoke button. A revoked or expired link shows "This report is not available".
- A link also stops working if the client is archived or your plan no longer includes the report.
To send a report every month or quarter without doing it by hand, see Scheduled delivery.
What the numbers mean
Monthly costs come from license assignments and the prices in your price book. An item without a price counts as $0, and the report page warns you when that happens. Nothing in a report is changed automatically; confirm each item before removing anything. See the Disclaimer.
For clients that need evidence for HIPAA, CIS Controls, NIST SP 800-171 or a cyber insurer, see Compliance evidence reports.