Autotask PSA: Can I customize Standard Reports?

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Question

Can I customize Standard Reports?

Environment

  • Autotask PSA

Answer

Standard Reports are built-in, with limited customization available.

There are two types of Standard Reports: Basic and Advanced.

  • Basic reports offer limited filtering options and do not allow you to select the fields to display.
  • Advanced reports provide multiple filtering options and allow you to specify some display fields.

Further customization on the standard reports is not possible. If you would like to make additional changes, such as adding more filters or changing the report layout, you will need to use LiveReports Designer.

LiveReports is a utility that you can use to create custom reports to supplement the dozens of Standard Reports available in each module's Reports folder and the System Reports we have created for you with the LiveReports tool. This feature gives individual users the ability to create and maintain customized reports and publish them to selected user, departments or security levels.

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For more Business Management resources, see the Datto RMM Online Help and the Autotask PSA Online Help .

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