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Datto Autotask PSA: How can I configure my Performance Workbooks to show the more historical data?

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Question

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

Environment

  • Datto Autotask PSA

Answer

Example

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?

Solution

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


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