Datto Autotask PSA: Terminology Differences Between Report Data Warehouse and the Autotask UI

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The Report Data Warehouse draws data directly from your Autotask PSA database. The data returned uses the terminology found in the internal naming conventions used in Autotask PSA code. This article defines the most commonly-used terms that might differ between your Autotask PSA interface and the data returned by the Report Data Warehouse.

Environment

  • Datto Autotask PSA

Description

The terminology that appears in the Autotask PSA user interface is designed to enhance usability when completing tasks through the interface. This terminology has changed over time, and sometimes the language that appears in the user interface is different from the terminology returned by the Report Data Warehouse.

For example, the user interface uses the term company to describe entities that represent the different businesses and organizations with which the Autotask PSA user has a business relationship. The database uses the term account to describe these entities.

Another frequently used term describes any billing item connected to a ticket, contract, or project. The interface uses the term charge for these items. The database uses the term cost. But note that the term cost is used in both the interface and the database to describe the amount a vendor charges your company.

The following table lists the most commonly-used terms that might differ between your Autotask PSA interface and the data returned by the Report Data Warehouse.

Autotask PSA User Interface Report Data Warehouse Additional Information
charge cost for billing items associated with a Ticket, Contract, or Project
classification key_account_icon  
client portal client_access  
company to bill bill_to_account  
end date through_date  
multiplier factor as in block hour factor
promised fulfillment date projected_live_ship  
promised fulfillment date promised_due  
quote equote represents one usage of the term quote

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