Autotask PSA: Is there a profitability report that shows the revenue from my clients?

Follow

Question

Is there a profitability report that shows the revenue from my clients?

Environment

  • Autotask PSA

Answer

Yes, you may use the profitability reports in LiveReports and standard Autotask reports.

LiveReports

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.

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