Autotask PSA: What are the Date Ranges for Performance Workbooks Data Sets?

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Question

What are the date ranges for Performance Workbooks datasets?

Environment

  • Autotask PSA

Answer

Performance Workbooks are restricted to a time limit that is not based on the create date of the tickets, but rather on activity. Listed below are the date ranges of data pulled for each workbook type.

Service Weekly: 90 Days

  • Service Daily: 10 Days
  • Sales/Opportunity: Between 12-24 months
  • Client Facing Dashboard: 100 Days

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