Monthly IT Report Template

Report Structure

This monthly IT report template is designed for Indian SMEs to communicate IT performance, challenges, and recommendations to management. Each section uses data from the helpdesk and asset registry so numbers are always audit-ready.

1. Executive Summary

One-paragraph overview of the month's key metrics: total tickets resolved, SLA compliance percentage, major incidents, and budget variance. Aim for 3-5 bullet points that non-technical readers can understand.

2. Ticket Volume & Trends

• Total Tickets: Number of tickets created this month vs last month.
• By Category: Breakout by IT, facilities, asset requests, and procurement.
• By Priority: P1 through P4 distribution. Monitor for increases in critical tickets.
• Top 5 Issue Types: Most common problem categories — password resets, hardware failures, software issues, network problems, access requests.
• Ticket Volume Trend: 6-month rolling chart showing growth or decline.

3. SLA Performance

• Overall Compliance: Percentage of tickets resolved within SLA. Target ≥ 95%.
• By Priority: Compliance percentage for each priority level.
• Breach Analysis: List of breached tickets with root cause and corrective action.
• Average Response Time: Time to first response across all tickets.
• Average Resolution Time: Time to resolution (MTTR) across all tickets.

4. Asset Management

• Assets in Registry: Total count with breakdown by type (laptop, desktop, server, network, peripheral).
• New Assets Added: Procured during the month.
• Assets Disposed: Retired during the month with disposal certificate references.
• Under Warranty vs Out-of-Warranty: Percentage of assets still under coverage.
• Assets Due for AMC Renewal: Next 90-day view of expiring contracts.

5. Key Initiatives & Projects

Status update on active IT projects: software rollouts, infrastructure upgrades, vendor migrations, and process improvements. Use a simple RAG (Red/Amber/Green) status for each.

6. Recommendations

Data-driven recommendations for the next month: budget requests, policy changes, training needs, and asset replacement proposals. Each recommendation should include estimated cost and expected benefit.