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Datto Autotask PSA: Do you have a profitability report showing 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 Designer

Autotask provides a reporting system which reports Profit information

  1. The reports can be found in Autotask menu Reports LiveReports Designer System Reports Profitability.

There are eight Profitability reports which report profit information by different groups (e.g. Company, Contract, etc.) You can use these reports according to your needs.

You may also use the Pre-Built Standard Reports in Autotask to report on Profitability.

  1. These reports can be found in Autotask Menu Reports Contracts & Billing

You can find a short description of the profitability reports here in the Datto PSA Online Help. Please see the Additional Resources section below. 

Additional Resources 


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