QBR Studio

QBR Studio (route /qbr) prepares the quarterly business review you show a client: what your team did for them, how the service performed and what you recommend next. A template decides what a review contains, QuantumOps fills it with the client's own numbers, AI writes the commentary around those numbers, and a person on your team checks the review before the client sees anything. Administrators, Service Desk Managers and Customer Success use it.

Before you start. The QBR Reporting module must be on. It is on unless an administrator has turned it off under Module Management; when it is off, the QBR Studio link is hidden and the pages say The QBR Reporting module is turned off for this tenant. QBR Studio is open to the roles Administrator, Service Desk Manager and Customer Success. The Templates, Schedules and Settings tabs are for Administrators and Service Desk Managers only, so Customer Success users do not see them. The client list on New QBR comes from your HaloPSA, so the HaloPSA connection must be working.

How a review moves through QBR Studio

A review follows this path. A reviewer can send it back to the owner with a note, and an approved review that you edit goes back to Draft.

Draft  ->  In review  ->  Approved  ->  Published  ->  Presented  ->  Decisions

Nothing reaches a client until the review has passed the approval step that your organisation set up in QBR settings.

Where the numbers come from

Every number in a review comes from the metric library, never from the AI. The AI writes only the commentary, and it may quote only numbers that are in the evidence its block was given. If it writes a figure that is not in that evidence, the Review tab flags it for the reviewer. The QBR metric library lists each metric with its definition and where the data comes from. Which CSAT scores a review counts, the reporting time zone and the AI commentary settings are in QBR settings: CSAT sources, metrics and AI.

Read the Home page

Select QBR Studio in the sidebar to open Home (route /qbr). The sub-navigation under the title has Home, Decisions, Templates, Schedules, Metric library and Settings. Home has three parts.

Needs your attention lists what is waiting on you, in up to four groups:

• Awaiting your review: reports in review that you are listed to approve.
• Changes requested: your reports that a reviewer sent back.
• Your drafts: drafts you own.
• Generation failed: your drafts whose generation stopped with an error (Administrators and Service Desk Managers see everyone's). The reason is shown on the row.

Each row shows the client, the period and when the meeting is, or, when no meeting date is set, when the report was last updated. A meeting within three days is highlighted. A group shows its first five rows; when it has more, the link under it that starts Show all filters the table below to that group. When nothing is waiting, the section says so.

Coming up shows the next reviews your schedules will draft, with the meeting date, when the draft will be generated, the template and the period. Administrators and Service Desk Managers see a Schedules link here and, when no schedule is on, a Set up a schedule button. Other users see a note that no reviews are scheduled. See QBR schedules.

All reports lists every report. Use the filters above the table:

The table has the columns Client and report, Status, Meeting, Owner and Client engagement. A report that a schedule drafted carries a scheduled tag. A report made with the previous QBR builder carries a classic tag; it opens read-only until you convert it, as Editing a review explains. Waiting for you under the status means you are listed to approve it. Client engagement shows page views and PDF downloads and when the client last opened the link, or Not published.

Each row has icons to open the report, to present it in a new tab, to open that client's open recommendations in the decision log, and, for a published report, to copy the client link.

The list updates by itself: a report shows Generating while its draft is built and moves on as soon as it is done, including drafts that a schedule starts. The list shows 50 reports at a time; select the button under the table to show more.

Report statuses

The first time you open QBR Studio

When your organisation has no report, template or schedule yet, Home shows Your first business review with the five steps a review follows. Administrators and Service Desk Managers can select Create my first template or Set up a schedule. Other users select New QBR; until a template exists, a new report uses the Strategic QBR starter.

Start a new QBR

1. Select New QBR on Home. You can also select the QBR link on a client in the Customer Success Center; it opens this page with that client already chosen.
2. Under Client, search and select the client the review is for. The list shows your active HaloPSA clients.
3. Under Template, select one of your templates. Your default template is already selected. Under Or start from a starter, you can select one of the starters instead: Strategic QBR, Monthly Service Review, Executive One-Pager, Security & Lifecycle Review or Annual Technology Plan. Anyone who can create reports can start from a starter. The first report from a starter adds it to your templates, and later reports reuse that copy, so an administrator can change it once for everyone. If your organisation has no templates yet, the report starts from the Strategic QBR starter and it becomes your default.
4. Under Period, the form opens on Last quarter. To change it, choose another quick range: This quarter to date, Last month, This month to date, Last 6 months, Year to date or Custom. You can also set First day and Last day. Both days are included, and the numbers are compared with the same length of time immediately before the period. A period can be about two years at most. If the last day is in the future, the page warns you that days after today have no tickets yet.
5. Under Meeting and people, set the fields below.
6. Check the Summary on the right, then select Generate now to create the review and build it in the background, or Create an empty draft to create it without generating so you can adjust it first.

After you select Generate now, the review opens and fills in as blocks are built. You can leave the page while it generates. When the draft is ready, the owner gets a draft ready e-mail if e-mail is set up for your organisation and that e-mail is turned on in QBR settings. If generation could not be queued, the review stays as a draft and you can select Generate in the review to try again.

Work with QBRs from Qubit chat

If you can use QBR Studio, you can also ask Qubit about it, in the chat pane of the web app or in the chat tab of the browser extension. Qubit acts as you and follows the same rules as the screens. You can ask it to:

• list QBR reports, optionally for one client or one status;
• show one report's details: its summary, headline numbers, recommendations with their decision status, and the client link when the report is published and the link is open;
• list a client's open recommendations from the decision log;
• list the QBR meetings your schedules have coming up, by default in the next 30 days;
• list the QBR templates;
• create a draft QBR for a client and period, from a template you name or your default template, and start generating it;
• record a client's decision on a recommendation, with the option chosen and a note.

Qubit asks for your approval before it creates a draft or records a decision, because both change data. Approve or deny on the card, as Approving Qubit's actions describes. Everything else it answers without asking.

QBR tools are available only to signed-in people who can use QBR Studio, and only in the web chat pane and the browser extension. They are not available in Slack or Microsoft Teams, and unattended runs such as routines cannot use them.

Related pages

• Editing a review: the workspace where you edit a draft.
• Review, publish and share with the client: approval, the client link, the pre-read e-mail and the notification e-mails.
• QBR templates and QBR schedules: what a review contains and how drafts are made on their own.
• QBR metric library, QBR settings and QBR settings: CSAT sources, metrics and AI: where the numbers come from and how your organisation configures QBR Studio.
• Customer Success Center: the QBR link on each client.