QBR report builder - External PDF import

November 4
Enhancement
myITprocess, Kaseya 365 Ops

The QBR Report Builder now lets IT professionals upload and include PDFs directly within their reports. This feature makes it easy to incorporate insights, quotes or data from tools that are not directly integrated with myITprocess, so everything can be presented together in one cohesive report. Rather than sending multiple documents from different systems, IT professionals can deliver a single, complete QBR report that reflects all relevant information. This saves time, simplifies preparation and ensures a more consistent, professional experience for organizations during review meetings.

Learn more about the QBR report builder here.

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