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Reporting
Beginner10 min

Compliance Reporting Guide

Generate white-label compliance reports for clients and insurance carriers

BrainstormMSP generates professional compliance reports suitable for client QBRs, insurance renewals, and executive briefings.

1

Report Types

Available Reports

CIS Benchmark Report

Overall compliance score

Control-by-control breakdown

Trend over time

Remediation priorities

Executive Summary

One-page overview

Key metrics only

Designed for board/leadership

Insurance Attestation

Carrier-specific format

Required control evidence

Signature-ready

Technical Detail Report

Full evidence for each control

Configuration snapshots

Suitable for auditors

2

Customization

Customize Report Content

1. Go to **Reports > Templates**

2. Select a report type

3. Configure sections to include:

- Cover page

- Executive summary

- Detailed findings

- Trend charts

- Remediation roadmap

Per-Client Customization

For specific clients:

Hide certain controls (if not applicable)

Add custom sections

Include client-specific messaging

Adjust scoring weights

3

Scheduling

Automated Report Generation

1. Go to **Reports > Schedules**

2. Click **New Schedule**

3. Select:

- Report type

- Clients to include

- Frequency (weekly, monthly, quarterly)

- Delivery method (email, portal, PSA attachment)

Best Practices

Monthly reports for active management

Quarterly for QBR presentations

On-demand for insurance renewals

Weekly for high-risk clients

4

White-Labeling

Brand Your Reports

1. Go to **Settings > Branding**

2. Upload your logo

3. Set brand colors

4. Configure footer text

5. Add custom cover page

Multi-Brand Support

For MSPs with multiple brands:

Create brand profiles

Assign brands to clients

Reports automatically use correct branding

Removing BrainstormMSP Branding

Enterprise plans can remove all BrainstormMSP references for complete white-label experience.

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