“Security Overview”
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What is the security posture across all tenants?

Security Overview

Power BI Analysis Report — Generated March 08, 2026

Built from: Autotask PSA
How this report was made
1
Autotask PSA
Multiple data sources combined
2
Proxuma Power BI
Pre-built MSP semantic model, 50+ measures
3
AI via MCP
Claude or ChatGPT writes DAX queries, executes them, formats output
4
This Report
KPIs, breakdowns, trends, recommendations
Ready in < 15 min
Want to run this report against your own Autotask PSA data?
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Security Overview

Power BI Analysis Report — Generated March 08, 2026

The data covers the full scope of Autotask PSA records relevant to this analysis, broken down by the key dimensions your team needs for day-to-day decisions and client reporting.

Who should use this: Security teams, compliance officers, and MSP owners managing risk

How often: Weekly for security posture, monthly for compliance reporting, on-demand for audits

Time saved
Security audits across multiple tenants require logging into each one separately. This report aggregates it.
Risk visibility
Delegated privilege gaps, guest user sprawl, and compliance issues surfaced in one view.
Audit readiness
Pre-formatted compliance data for client audits and regulatory requirements.
Report categorySecurity & Compliance
Data sourceAutotask PSA · Datto RMM · Datto Backup · Microsoft 365 · SmileBack · HubSpot · IT Glue
RefreshReal-time via Power BI
Generation timeUnder 15 minutes
AI requiredClaude, ChatGPT or Copilot
AudienceSecurity teams, compliance officers
Where to find this in Proxuma
Power BI › Security › Security Overview
What you can measure in this report
Ticket Volume by Company
Priority Distribution
Tickets by Queue
Monthly Ticket Trend
What Should You Do With This Data?
Frequently Asked Questions
AI-Generated Power BI Report
Security Overview

Power BI Analysis Report — Generated March 08, 2026

Demo Report: This report uses synthetic data to demonstrate AI-generated insights from Proxuma Power BI. The structure, DAX queries, and analysis reflect real MSP data patterns.
1.0 Ticket Volume by Company

Data extracted from the Proxuma Demo dataset for security overview analysis.

CompanyTickets
Wilson-Murphy1,002
Burke, Armstrong and Morgan1,629
Lopez-Reyes1,317
Ford, Mclean and Robinson1,684
Lewis LLC1,758
Thompson, Contreras and Rios1,803
Stephens-Martinez1,481
Rivers, Rogers and Mitchell6,381
Blanchard-Glenn2,364
Martin Group2,775
Price-Gomez2,180
Little Group5,290
Wall PLC2,376
Craig-Huynh5,458
Ramos Group1,728
View DAX Query — Ticket Volume by Company query 
EVALUATE TOPN(15, SUMMARIZECOLUMNS('BI_Autotask_Tickets'[company_name], "Tickets", COUNTROWS('BI_Autotask_Tickets')), [Tickets], DESC)
2.0 Priority Distribution

Data extracted from the Proxuma Demo dataset for security overview analysis.

PriorityTickets
P3 - Medium14,715
P4 - Laag30,415
P1 - Kritisch5,019
P2 - Hoog1,788
Service/Change req.15,584
View DAX Query — Priority Distribution query 
EVALUATE SUMMARIZECOLUMNS('BI_Autotask_Tickets'[priority_name], "Tickets", COUNTROWS('BI_Autotask_Tickets'))
3.0 Tickets by Queue

Data extracted from the Proxuma Demo dataset for security overview analysis.

QueueTickets
Administration327
Professional Services546
Merged Tickets4,999
Interne IT793
Onsite support705
Centralized Services17,082
L2 Support7,889
L1 Support31,378
Customer succes804
Technical Alignment2,316
View DAX Query — Tickets by Queue query 
EVALUATE TOPN(10, SUMMARIZECOLUMNS('BI_Autotask_Tickets'[queue_name], "Tickets", COUNTROWS('BI_Autotask_Tickets')), [Tickets], DESC)
4.0 Monthly Ticket Trend

Data extracted from the Proxuma Demo dataset for security overview analysis.

MonthTickets
2025023,478
2025033,766
2025063,651
2025076,613
2025044,341
2025083,607
2025113,327
2026012,164
2025104,013
2025094,563
2025053,639
2025122,940
View DAX Query — Monthly Ticket Trend query 
EVALUATE TOPN(12, SUMMARIZECOLUMNS('BI_Common_Dim_Date'[year_month], "Tickets", COUNTROWS('BI_Autotask_Tickets')), 'BI_Common_Dim_Date'[year_month], DESC)
5.0 What Should You Do With This Data?
1

Data-Driven Visibility

This report provides automated visibility into security overview, replacing manual spreadsheet analysis with live Power BI data.

2

Review Regularly

Schedule a recurring review of security overview metrics to catch trends before they become problems.

3

Take Action

Use these insights to make data-driven decisions about security overview improvements in your MSP operations.

6.0 Frequently Asked Questions
What data sources does the Security Overview report use?

This report pulls data from PSA, RMM through the Proxuma Power BI integration, using DAX queries against the live data model.

How often is this data refreshed?

The underlying Power BI dataset refreshes daily. Reports can be regenerated at any time for the latest figures.

Can I customize this security overview report?

Yes. Proxuma reports are fully customizable. You can modify the DAX queries, add new sections, or adjust the analysis to match your specific MSP needs.

Proxuma Power BI · AI-Generated Report · proxuma.io/powerbi Generated in < 15 minutes via MCP · March 2026
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