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Reports

Are you able to answer the fundamental business questions that arise every day you show up to work? Which projects are due today? Which clients generate the most profits? Which tech has free time? Which service tickets need escalating? What's billable today?

Autotask gives you more than a dozen pre-designed reports that you can run at the click of a button. You can easily set parameters so that users can filter your reports by date range, accounts, and more. The pre-built report families include Post-Billing Reports, Pre-Billing Reports, CRM Reports, Resource Reports, Service Desk Reports, and a variety of Administrative Reports.

But we go beyond standard reports, and also include a powerful ad-hoc query engine that lets non-programmers create and publish customized reports on any key business metric. And you can use the same tool to produce customized reports for each of your customers to help illustrate and document the value of the services you provide.

  • Service Desk Reports

    You can get a wide variety of Service Desk reports from Autotask, giving you insights into the performance of your techs and overall service organization.

  • Workload Reports

    Want an at-a-glance, real-time report of who’s got time and who’s overbooked by day for scheduling? Take a look at this report!

  • Resource Utilization Reports

    With Autotask you always know who’s producing and who’s not with this easy-to-read Resource Utilization Report.

  • See Your Entire Sales Pipeline

    Want to the value of all the proposals in your pipeline, and how much is locked up at each of your sales stages? With Autotask’s Opportunity Report (available only in Autotask Pro), you get this information updated in real-time, with drill-in links to the actual opportunities.

  • Project Reports

    In addition to the Project Dashboard, you can produce a large number of Project Reports including this one, which gives you a helpful breakdown of your Actual Costs vs. what you have estimated for each project.

  • Opportunity Management Reports

    This powerful report gives a great view of all the opportunities in your CRM, which you can sort by date, source, account name, rep, or status. A color-coded bar chart gives you a quick visual comparison of where each opportunity is, and from here you can drill into any associated account.
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 FEATURE COMPARISON Autotask
Pro
Pre-Built Report Families X
LiveReports Ad-Hoc Query Engine X
Client Report Card/Executive Summary Report X
Report Data Warehouse Add-On
Capture Unlimited User-Defined-Fields X
Custom Report Security X
Report Publisher X
CRM Reports X
Project Reports X
Contract & Billing Reports X
Financial Reports X
Labor Reports X
Service Desk Reports X
Service Level Management Reports X
Timesheet & Expense Reports X
Resource Assignment, Planning & Utilization Reports X
Client Access Reports X
Executive Summary Report. This is a new report you can create and distribute to your clients at any time to provide them with an overview of the service work you have performed over a set period of time; monthly, quarterly, annually or for any other period that you define. It provides a financial review by contract, ticket performance by priority and ticket metrics by issue-type and priority. It also contains pie and bar charts for at-a-glance visibility into other key performance metrics including ticket distribution by priority, by response time and by account contact(s).
When you're working at the speed of business it can be hard to see the forest for the trees, much less find a clear path leading through. That's where Autotask's built-in Dashboards & Reports come in.

Autotask Dashboards roll-up mission critical data and present it in a way that makes it easy for you to take the pulse of your business. On the fly. In real time. Best of all, they're included in Autotask for free. No extra charges, no reliance on costly 3rd party apps.

And, when you're ready to drill into the details, Autotask is there with a robust library of standard and customizable reports, an intuitive ad-hoc query engine and the powerful Report Data Warehouse. In short, Autotask helps you mine your business intelligence like no other IT services solution out there.
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