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

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Question

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

Environment

  • Datto 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 Datto Autotask PSA Online Help. See the Additional Resources section below.

Additional Resources


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