Level Up Your QBRs With New Microsoft and Warranty Reporting Capabilities

QBRs are meant to do more than check a box. They are your chance to show the value of your work, spark meaningful conversations and align business goals. However, for many IT professionals, QBRs often turn into a tedious reporting exercise: juggling spreadsheets, chasing down data and trying to keep clients engaged along the way.

That’s where myITprocess comes in. Our latest feature updates are designed to make QBRs smarter, sharper and more strategic, giving you the tools to proactively guide your clients with confidence and clarity.

Let’s explore the new features that are transforming QBRs from static reports into meaningful conversations.

1. Address Microsoft licensing and EOL concerns with confidence

Licensing can be difficult to track and even harder to explain to clients. The Microsoft License Usage Report in myITprocess changes that, giving you a clean, high-level view of Microsoft 365 and Dynamics licensing across your client environments.

Key benefits include:

• At-a-glance visibility: Quickly see license usage with intuitive visual bars and assigned counts.
• Proactive planning: Spot low thresholds before they become a problem, avoiding surprise costs or service disruptions.
• Cost optimization: Flag underutilized licenses to help clients reduce spending and allocate smarter.
• Decision-ready data: Support budget and renewal decisions with clear, easy-to-digest visuals your clients will appreciate.

Read the Knowledge Base article to learn more.

2. Take control of device lifecycle management with the Customizable Hardware Warranty Report

As the countdown to Windows 10 end-of-life in late 2025 continues, IT professionals need a game plan. The Customizable Hardware Warranty Report helps you pinpoint at-risk devices, from outdated operating systems to hardware nearing the end of its lifecycle.

Here’s what you can track:

• Devices with expired or soon-to-expire warranties
• Aged hardware that’s out of compliance
• OS versions tied to EOL, like Windows 10
• Systems with insufficient RAM or specs

With flexible filters and clear reporting, this tool helps you initiate upgrade conversations early, avoid surprises and ensure smooth transitions.

Read the Knowledge Base article to learn more.

3. Showcase broader service value with Integrated Executive Summaries

QBRs aren’t just about fixing what’s broken. They are your moment to shine a light on the full scope of services you provide behind the scenes to keep things running smoothly. The Integrated Executive Summary in myITprocess makes it easy to highlight key wins and trends across your IT stack, including PSA metrics, email security, patch compliance and more.

Recent additions include:

• Datto AV summary: Easily report on endpoint protection status and demonstrate how you’re keeping devices secure.
• Datto EDR summary: Show clients how you monitor and respond to threats with advanced detection and response capabilities.

These summaries help you illustrate your ongoing impact even when things are running smoothly, reinforcing the value of proactive, managed IT.

4. Make IT personal: Add strategic context with Business Notes

QBRs that just list numbers and charts miss the bigger picture. With the Business Notes feature in QBR Report Builder, you can add personalized insights, strategy and executive-level context to every conversation.

With Business Notes, you can:

• Format text, tables and images for engaging storytelling.
• Tie technical metrics to business priorities.
• Make reports easier for non-technical stakeholders to understand.
• Build trust through thoughtful, strategic commentary.

Whether you’re recapping progress, outlining future initiatives or highlighting ROI, Business Notes turn your IT update into a business conversation.

Read the Knowledge Base article to learn more.

Turn your QBRs into strategic assets

With these powerful updates, myITprocess helps you go beyond routine reporting. You’ll deliver QBRs that:

• Proactively address client needs and risks.
• Highlight the true value of your service.
• Strengthen client trust and strategic alignment.

Say goodbye to clunky, reactive reports. With myITprocess, your QBRs become dynamic, insight-driven conversations that help clients make better business decisions and recognize your value at every turn.

Ready to see it in action? Get a custom demo of myITprocess and discover how to level up your QBRs.