Build the quarterly review
from your own PSA data.

• Needs your attention lists, in up to four groups, reviews waiting for your approval, changes a reviewer asked for, your drafts and drafts whose generation failed, with the reason on the row. A meeting within three days is highlighted.
• Coming up shows the next reviews your schedules will draft: the meeting date, the day the draft is made, the template and the period.
• All reports filters by client, status and owner, with a search box. Each row shows the status, the meeting, the owner and the client’s engagement: page views, PDF downloads and when they last opened the link, or Not published.
• Each row opens the report, presents it in a new tab, opens that client’s open recommendations, or copies the client link. The list updates by itself as drafts generate.

• Each card shows the name, a category, a description and four counts: Slides, Blocks, AI blocks and Version. A line under them says how many schedules and reports use the template, and who changed it last.
• Exactly one template is the default, and it is listed first. A new review uses it when nobody picks another.
• Duplicate makes a copy named after the original. Archive drops a template out of the pickers for new schedules, and the schedules that already use it keep drafting from it.
• Delete removes the template and its revision history; reports already built from it keep their slides. A template a schedule still uses cannot be deleted.
• Save as template on a finished review keeps its slides and block settings and leaves out the client’s numbers and text.

A palette you search, then drop in.

The Add tab groups the catalog into Structure, Executive, Service desk, Satisfaction, Value delivered, Security & lifecycle, Strategy & roadmap and Custom. Type in Search blocks to filter.

• Drag a block onto the slide, or select it to place it where there is room. If the slide is full you are asked to make room or add a slide.
• With a block focused, the arrow keys move it, Shift and the arrow keys resize it, and Delete removes it.
• A frame shows the block’s state, a lock if it is locked, and a count of open comments.
• Deleting a block or a slide shows an undo button above the slide, such as Undo delete of slide 4.

• Choose how much it may touch: the whole deck, the current slide (the button shows its number), or one block you selected first.
• Type a request or pick a suggestion such as Tighten the executive summary or Add a customer satisfaction slide, then press Send or Ctrl and Enter.
• Read the numbered list of changes the assistant proposes, then Apply changes or Discard.
• A version is saved first. The card then says how many changes were made and how many blocks are regenerating, lists anything it skipped, and offers Undo. The version is also in History.

• QuantumOps surveys are your CSAT survey answers: the faces in your HaloPSA e-mails, or surveys sent from the Customer Success Center, matched to the client of each ticket. On by default.
• PSA satisfaction is the score your PSA stores from its own feedback survey. Off by default. On HaloPSA, say which end is best, set the number of levels (2 to 10), and Show score distribution to check the end you chose against the last year’s scores. On Autotask and ConnectWise PSA, check Use it: ConnectWise ratings keep their survey’s scale, and Autotask ratings read from 1 to 5, higher being better.
• On HaloPSA, Crewhu, Simplesat or any rating tool that writes onto a ticket custom field: load your PSA’s custom fields, then Add Crewhu, Add Simplesat or Add another tool, and name the rating, comment and date columns.
• A number scale takes a lowest and a highest value, and a checkbox if lower numbers are better. A word or face scale uses Sample values to read the distinct ratings from the last 180 days, and you mark each positive, neutral or negative.

• The Review tab lists the blocks a reviewer should look at, for this slide or all of them: a failed block’s error, a block that is out of date, warnings such as a skipped source or a metric that was not available, and any figure that was not found in the evidence.
• Each entry names the sources the block cites and the model that wrote it. Check every unverified number, then correct the text or regenerate the block.
• Comments attach to a block or a slide, with Reply, Resolve and Reopen. Open counts show in the header, the slide list and on the block.
• History keeps the saved versions, one before every chat edit and on submit, approve and publish, with Restore (the current review is saved first), plus the activity trail.

• Scroll reads the review as one long page, Slides one slide at a time with Previous and Next, and Full screen fills the display.
• It needs no sign-in. The link is checked on every request, the page is kept out of search engines and rate limited, and it is a stand-alone page with no QuantumOps menu around it.
• Hidden slides are left out. The PDF on the page is rebuilt from the current version of the review the next time someone downloads it.

• A recommendation joins the log when its review is approved or published, or when you record a decision on it first.
• Open ones are Proposed, Accepted, Deferred and In progress, and they are what the next review has to pick up. The others are Declined, Completed and Superseded.
• On a card: the review that proposed it, the last review that showed it, why it matters, the options with their costs, the chosen option, and whether your team or the client decided.
• Record decision takes Accept, Defer, Decline, In progress, Completed or Reopen, the option chosen, who decided, an optional e-mail and a note.

The brand kit sets the look of everything.

• Primary and Accent colors, up to eight chart colors (leave them empty and charts use shades of your two), a Light or Dark slide background and one of four web-safe fonts, so the PDF matches the screen.
• A company name, which shows on the cover and is the sender name on client e-mails, and a footer.
• A logo as PNG, JPG, SVG or WebP up to 500 KB. An uploaded logo is stored with your settings, so the PDF never has to fetch it.
• A live preview shows a sample cover and a sample KPI slide as you change things. A review or a template can carry its own theme instead.