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Datto Autotask PSA: Resource Not Showing in Opportunity Detail Report

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Issue

The Opportunity Detail Report does not show Resources.

A typical example is when a user does not see one of the Resources they are trying to report on in the list of filter criteria.

Environment

  • Datto Autotask PSA

Resolution

For a resource to be available for selection in the Opportunity Details Standard Report, you will need to be associated with at least one territory in Autotask.

  1. To associate a resource to a territory, go to A Admin Features & Settings Accounts & Contacts Territories

Once a resource is associated with at least one territory, you will see them as filter criteria on this report.

Visit the article mentioned in the Additional Resources for more information regarding the configuration of territories in Autotask. 

Additional Resources


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