Autotask PSA: Can you configure the performance workbooks to show more than the last 100 days of data?



How can I configure my Performance Workbooks to show more historical data?


  • Autotask PSA



The customer would like to show the last 365 days of data in their performance workbooks rather than the last 100, which is the default. Can this be changed?


Changing the display is not possible because of a dataset limitation used for performance workbooks. The Performance Analytics Workbooks are a unique subset of data that are similar to the Autotask Report Data Warehouse.

For the specific data ranges for each workbook, please see the associated article mentioned in the Additional Resources section below. 

If the customer requires more data than that which is available via the performance workbooks, they should contact their Account Manager to ask about pricing of Data Warehouse.

NOTE: Data Warehouse is an SQL-based solution that does not provide direct access to the Autotask database base tables. Instead, the solution offers views that map to one or more tables. Any reporting tool that can access Microsoft SQL Server views can use the Autotask Report Data Warehouse.

Additional Resources

Was this article helpful?

0 out of 0 found this helpful

You must sign in before voting on this article.

Want to talk about it? Have a feature request?

Head on over to our Datto Community Forum or the Datto Community Online.

For more Business Management resources, see the Datto RMM Online Help and the Autotask PSA Online Help .

Still have questions? Get live help.

Datto Homepage