Quick dashboards stay in TATER Security, Ops, Manage, and My TATER. The deep, filterable, exportable reports live here - compliance posture, service-desk performance, risk, training, vendors, activity, and licensing - with group-based access control so HR sees HR, AP sees AP, and SuperAdmin sees everything. Included with every TATER subscription.
One reporting surface across the whole suite - same data your apps already collect, shaped into reports the right people can run and share.
Compliance Posture, Risk Register, Service Desk Performance, Helpdesk Drilldown, Training Compliance, Vendor & Contract Summary, Activity Log Trends, and Subscription & Licensing - each with KPI tiles, charts, a sortable table, and export.
Each report has an access tier (Open / Auditor+ / SuperAdmin) plus optional group gates. 9 standard groups seed on first run, and groups map to Ops task categories.
Service-desk reports filter by the viewer's group - HR managers see only HR tickets, AR clerks see only AR. Admins bypass for full visibility. No more "I shouldn't see those" moments.
Every report exports three ways - raw CSV, a two-sheet XLSX workbook, and a branded PDF with your logo, KPI tiles, and page numbers. A Power BI dataset endpoint feeds live data to BI tools.
Schedule any report daily / weekly / monthly / quarterly to a recipient list - branded HTML email via Microsoft Graph with SMTP fallback. "Send now" lets you test before cron takes over.
Auditor+ users build reports from 9 data sources with 11 filter operators and a type-aware UI. Keep them personal or publish org-wide - custom reports run and export through the same code paths as the built-ins.
MSPs and SuperAdmins pick which client orgs to include; the report runs once per org and merges with an Organization column, summing numeric KPIs across the book - built-in and custom reports alike.
Insights doesn't replace the at-a-glance dashboards in Security, Ops, Manage, or My TATER - those stay where the muscle memory is. Insights is for the deeper, filterable, exportable reporting.
If a user can't run a report, the card shows why - the required role or group - so they know exactly what to ask their admin for. No silent 403s, no mystery.
Insights is an included companion app, on the same sign-in as the rest of the platform - users authenticate into TATER once and Insights is available alongside Security, Ops, Manage, and My TATER. No extra license, no extra setup. Assign users to reporting groups in TATER Manage → Users.
Reporting shouldn't mean exporting spreadsheets and emailing them around. Insights keeps the numbers in one governed place - scoped by group, exportable on demand, and delivered on a schedule - so the board pack, the audit workpaper, and the department review all pull from the same source of truth.