Finding a pre-built report

Types of reports

This report finder contains a description and a screen shot of every standard report and system LiveReport in Autotask. The report type is indicated by an icon:

: indicates a Standard Report.

: indicates a System LiveReport.

: indicates an Executive Report. Both standard reports and system LiveReports can have an additional icon that identifies them as Executive Report. Refer to Executive reports.

Accessing reports

To generate a report, do the following:

1. To open the page, use the path(s) in the Security and navigation section above.
2. Click on a tab to select a report category.
3. Expand a section, and click on a report title to open the report page.
4. Select any filters, and click Run Report or Generate.

NOTE  All report content respects your security level permissions to access data.

Descriptions of pre-built reports

To help you find the report you are looking for, start by selecting a report group:

• Customer and sales reports
• Reports on notes
• Contracts and billing reports
• Ticket reports
• Project reports
• Product management reports
• Resource reports
• Timesheets, time off requests, and expense reports
• Survey reports
• Executive reports