Is there a profitability report that shows the revenue from my clients?
- Autotask PSA
Yes, you may use the profitability reports in LiveReports and standard Autotask reports.
Find the reports by navigating to the Autotask menu → Reports → LiveReports Designer → System Reports → Profitability.
Eight profitability reports report profit information by different groups (e.g., company, contract, etc.).
Pre-Built Standard Reports
You can find these reports in Autotask Menu → Reports → Contracts & Billing.
You can find a short description of the profitability reports in the Autotask PSA Online Help. See the Additional Resources section below.
- Find a pre-built report (Autotask PSA Online Help)
- Reports about contract revenue, cost, and profitability (Autotask PSA Online Help)