Custom PDF Report Templates
Deliver reports that reflect your brand, your standards, and your value
Reporting is one of the most visible outputs a security provider delivers. It is often the primary way clients experience the value of your service.
However, fixed reporting formats limit how partners present their findings, making it difficult to align outputs with branding, structure, and client expectations.
Custom PDF Report Templates solve this by giving partners full control over how reports are designed, structured, and delivered.
Why This Matters for Security Providers
For MSPs and security partners, reporting is more than just output, it is a key part of client communication and trust.
Without customization:
- Reports may not reflect your brand or professionalism
- Formatting may not align with internal or client standards
- Teams may rely on manual editing outside the platform
This creates inefficiencies and reduces the perceived value of the service being delivered.
How It Works
Partners can now create and manage their own report templates directly within the platform.
This includes:
- Full branding control including logos, colours, and layouts
- Flexible report structures with custom sections and ordering
- The ability to enable or disable elements such as contents pages and numbering
- Live preview functionality to validate reports before use
Templates are fully managed within the platform and can be applied across supported services.
The Real Benefit: Professional, Consistent Client Delivery
This feature allows partners to:
- Deliver fully branded, client-ready reports
- Standardise reporting across teams and tenants
- Reduce manual formatting outside the platform
- Improve the overall client experience
It ensures that reporting reflects the quality and professionalism of the service behind it.
Service Type Renaming
Align platform terminology with your services without breaking workflows
Every security provider structures and packages their services differently. However, rigid platform terminology can create misalignment between internal systems and client-facing language.
Service Type Renaming solves this by allowing partners to customise how services are labelled across the platform, without impacting functionality.
Why This Matters for Security Providers
When terminology doesn’t match your service offering:
- Reports and dashboards can confuse clients
- Teams may need to explain platform terminology repeatedly
- Workarounds such as duplicate service types are introduced
This adds unnecessary complexity and reduces clarity.
How It Works
Partners can rename service types globally or at a tenant level.
This includes:
- Global naming across all tenants
- Tenant-level overrides for client-specific terminology
- Display-only changes with no impact on logic or integrations
- Full audit logging and the ability to revert changes
The Real Benefit: Consistency Without Compromise
This feature allows partners to:
- Align platform language with commercial offerings
- Maintain clarity across client communications
- Avoid duplicating services for branding purposes
- Preserve full platform integrity and functionality
Company Filter in User Management
Manage users across multiple organisations with clarity and control
Managing users across multiple companies can quickly become complex, especially in large partner environments.
The new Company filter simplifies this by allowing users to quickly isolate and manage users belonging to specific organisations.
Why This Matters for Security Providers
In multi-tenant environments:
- User lists become large and difficult to navigate
- Finding specific users requires manual searching
- Context can be lost when switching between views
This slows down administration and increases the risk of errors.
How It Works
- Filter users by company directly within User Management
- Combine filtering with sorting (e.g. last active, role)
- Maintain context while managing users
The Real Benefit: Faster, More Accurate Administration
This improvement:
- Reduces time spent locating users
- Improves visibility across organisations
- Simplifies user management workflows
