This is the final session in our Essentials track. As you have learned through the other Essentials sessions, Autotask is a data collecting machine that can track every mission-critical element of your business. This final session focuses on 5 reports that will help you capture and use your data to make better, fact-based decisions about your business. We will cover the basics of running Systems Reports in the new LiveReports engine, and even show you how to duplicate a report to make it your own. If you have been following the Essentials track throughout the conference, this session is the perfect culmination to everything you have learned. [Presenter: Steve Kinane, Autotask & Moderator: Pachita Lekanda, Autotask]

2. Welcome to
5 Essential Reports for Running
Your Business

3. Steve Kinane
Sales Engineer
Autotask UK




15 Years in the IT industry
5 years using Autotask as a customer
1st year with Autotask
Likes to make fact based decisions

4. Agenda
 LiveReport System Reports
 Make them Your Own
 The 5 Essential Reports based around
 Sales – Opportunity Detail Report
 Services – Closed Ticket Performance
 Resource – Resource Productivity
 Financial – Pre Posting Detail and Profit Summary By Contract
 Use Your Data
 Takeaways

5. LiveReports System Reports
 Where to access them
 Duplication
 Make them Your Own: Filters and Scheduling

6. Sales
 Report to Run: Opportunity Detail Report
 Essential Because: Gives visibility into your sales organization.
 Provides detailed review of Sales Opportunities; grouped by
Territory, Owner and Account
 Filter On: Opportunity Status (Active, Closed), Opportunity
Owner, Projected Close Date

7. Opportunity Detail Report
Opportunity Detail
Opportunity Title
06/09/13
Opportunity Product
Name
Opportunity Stage Opportunity Stage Opportunity Opportunity Opportunity Projected
Age
Status
Create Date Close Date
Contact Full Opportunity
Name
Amount
Account Territory Region: UK
Opportunity Owner Full Name: Kinane, Steve
Account Name: ABLE Manufacturing HQ*
Workstations
9 Managed Servers
12 Workstations
Managed Print Services
Recurring Services
Contract
Managed Workstation New Lead
Stage 4 Contract
Server
Sent
Stage 4 Contract
Managed Workstation
Sent
Managed Service
New Lead
1
Active
02/09/13
09/09/13
Kinane, S
£6,000.00
4
Active
04/09/13
11/09/13
Kinane, S
£5,400.00
4
Active
05/09/13
05/09/13
Kinane, S
£7,200.00
1
Active
05/09/13
05/09/13
Kinane, S
£9,600.00
Contract
1
Active
04/09/13
11/09/13
Kinane, S
£11,400.00
New Lead
ABLE Manufacturing HQ* Total
£81,675.00
Account Name: ABC Solicitors
Recurring Services
Contract
Contract
Stage 4 Contract
Sent
4
Active
04/09/13
11/09/13
Kinane, S
£11,400.00
ABLE Manufacturing West Coast Total
£11,400.00
Kinane, Steve Total
£93,075.00
Opportunity Owner Full Name: Pierce, Pamela*^
Account Name: Derwent Windows
Server Quote (From
Quotewerks)
(#TCGQ1111)
-
Stage 3 Proposal
Sent
3
Active
9/3/2013
9/3/2013
Pierce,
Pamela
£1,407.50
Derwent Windows Total
Pierce, Pamela*^ Total
Opportunity Owner Full Name: Timm, Chris
£1,407.50
£1,407.50

8. Services
 Report to Run: Closed Ticket Performance
 Essential Because: Allows you to analyze and provide your
ticket performance by Priority and Account.
 Displays ticket details along side time frame metrics for an
“SLA style” report without an SLA.
 Filter On: Account, Complete Date
 Honorable Mention: Pending and Overdue Tickets, Tickets
Created by Hour

9. Closed Ticket Performance
Closed Ticket Performance
Account Name
Ticket Due Date and Date and Time
Time
Completed
Total Ticket
Ticket
Worke Duration Duration (Hrs)
d
(Days)
Hours
T201309 Faulty Workstation Hardw Hard
05.0040
are
Drive
05/09/2013 17:00
05/09/2013 16:00
4.25
0.75
6.00
Chemical Co
T201309 Outlook issue
01.0048
Softwa Outlook
re
02/09/2013 13:24
03/09/2013 09:00
6.00
2.00
11.50
Field IT
T201309 Install and
03.0002 Configure
Workstation
T201309 Faulty Laptop
03.0004
Install Hardware
05/09/2013 15:24
3
2.00
16.00
05/09/2013 09.56
2
1.00
7.56
7.00
49.31
Priority: Critical
ABLE Manufacturing
HQ*
Autotask Corporation
Ticket Ticket Title
Number
06/09/13
Issue Sub
Type Issue
Type
Hardw Laptop
are
05/09/2013 10:00
Critical Total
Priority: Medium
A1 Facilities
15.25
T201308 Pc down
30.0003
Hardw Network 01/09/2013 11:52
are
Card
06/09/2013 09.31
6.00
Medium Total
0.50
Grand Total(s)
15.75

10. Resources
 Report to Run: Resource Productivity
 Essential Because: Shows all work done on tasks and tickets
by your Resources, aka. Big Brother
 Breaks down by Resource and Account all the Billable and
Non-billable activities. With the right filters it can become a
timesheet report.
 Filter On: Work Type, Worked Date or Resource
 Honorable Mention: Customer Hours by Contract

11. Resource Productivity
Resource Productivity
Worked Date
Project Activity Title
Name
Hourly RoleAmount Worked Non-Billable HoursBilled Amount Billed
Hours Worked
or Contract Rate
Billable Hours Hours Billed
Rate
Resource Name: Kinane, Steve
Account Name: ABLE Manufacturing HQ*
Activity Type: Service Desk Ticket
30/08/13
Server down £250.00
02/09/13
Server Support:
£250.00
Service Desk Ticket Total
0.25
0.25
0.50
£62.50 0.00
£62.50 0.00
£125.00
ABLE Manufacturing HQ* Total
0.50
£125.00
0.25
0.25
£250.00 0.00
£500.00 0.00
0.00
£0.00
£0.00
£0.00
0.00
£0.00
£0.00 0.00
£0.00 0.00
0.00
£0.00
£0.00
£0.00
Account Name: Autotask Corporation
Activity Type: Service Desk Ticket
30/08/13
SQL Job cleanup log files
£250.00
0.25
03/09/13
Pc down
£250.00
0.25
Service Desk Ticket Total
0.50
£62.50 0.25
£62.50 0.25
£125.00
Autotask Corporation Total
0.50
£125.00
0.00
£0.00
Kinane, Steve Total
1.00
£250.00
0.00
£0.00
0.00
0.00
0.20
0.25
0.25
0.00
0.10
0.25
1.05
£0.00
£0.00
£22.50
£78.13
£78.13
£0.00
£31.25
£78.13
£288.13
1.05
£288.13
Resource Name: Kumar, Deepak
Account Name: ABLE Manufacturing HQ*
Activity Type: Service Desk Ticket
29/08/13
PC wireless is intermittent
£250.00
12.00
£3,000.00
30/08/13
Opportunity Closed:[Network Installation]
£250.00
0.25
£62.50
30/08/13
Opportunity Closed:[Network Installation]
£250.00
0.25
£62.50
03/09/13
Server Support:
£250.00
0.25
£62.50
03/09/13
Server Support:
£250.00
0.25
£62.50
03/09/13
Server Support:
£250.00
0.25
£62.50
04/09/13
Server Support:
£250.00
0.25
£62.50
05/09/13
Server Support:
£250.00
0.25
£62.50
Service Desk Ticket Total
13.75
£3,437.50
ABLE Manufacturing HQ* Total
13.75
£3,437.50
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
12.00
0.25
0.25
0.25
0.25
0.25
0.25
0.25
£0.00
£312.50
£112.50
£312.50
£312.50
£250.00
£312.50
£312.50

12. Financial
 Report to Run: Pre-Posting Detail
 Essential Because: Review or provide to your customer the
details on anything that is going to be billed.
 Grouped by Account and Contract, shows you the detailed
role, rate and hours information for each item that is ready to
be billed. Can be used for a preliminary view into hours
against a Block Contract.
 Filter On: Billing Item Date, Account or Contract; many options
available

13. Pre-Posting Detail
Pre-Posting Detail
Item Date
Billing
Entity
Type
06/09/13
Project Item Title
Name
Account Name: ABLE Manufacturing HQ*
Contract Name: Able Manufacturing - Recurring Service
Contract Type Description: Recurring Service
16/04/13
Ticket Cost
Workstation
16/04/13
Ticket Cost
Cable Cat5e
16/04/13
Ticket Cost
Custom Workstation
06/09/13
Service Desk Ticket Request for Help
Task or Configura Role
Ticket tion Item Name
Status Name
Complete
Complete
Complete
In Progress
RateActual
Billable
Hours
Actual
NonBillable
Hours
Billable Amount
£250.00 0.00
0.25
£1,000.00
£25.00
£4,000.00
£0.00
3.00
0.25
£5,025.00
Account Name: Brown Brothers Bottling^
Contract Name: Brown Brothers Bottling^ - Hosted SaaS
Contract Type Description: Recurring Service
10/04/13
Service Desk Ticket Documentation Updating required In Progress
0.00
£0.00
14/04/13
IT:Techn £125.00 1.00
ician II
Service Desk Ticket Save/Close Error^
Scheduled
SW:Sup £100.00 3.00
port I
Service Desk Ticket Save/Close Error^
Scheduled
SW:Sup £100.00 1.00
port I
Service
SW:Hosted Application: Premium [05/11/2013 - 06/10/2013]
Ticket Cost
Travel
In Progress
Ticket Cost
Cable Cat5e
New
Ticket Cost
Network Attached Storage
New
5.00
0.00
£0.00
0.00
£0.00
0.00
£5,000.00
£250.00
£0.00
£0.00
£5,250.00
Contract Total
14/04/13
11/05/13
03/09/13
04/09/13
04/09/13
Contract Total
Exec.
Manage
ment

14. Financial
 Report to Run: Profit Summary by Contract
 Essential Because: It provides insight into the Accounts and
Contracts that are making you money or costing you money.
Helps guide high level business decisions.
 Provides a Summary Profit information by Account and is
grouped by Contract.
 Filter On: Contract Type, Contract Name, Account or Posted
Date

15. Profit Summary by Contract
Profit Summary by Contract
Contract Name
Account Name: ABLE Manufacturing HQ*
Able Manufacturing - Recurring Service
Test Contract
ABLE Manufacturing HQ* Total
06/09/13
Profit
£9,763.07
£32,325.00
£42,088.07
Account Name: Autotask Corporation
Autotask - MSP - RSC
Autotask Corporation Total
£2,600.00
£2,600.00
Account Name: Blue Sky Group
Blue Sky Group - Hosted SaaS
Blue Sky Group Total
£1,245.00
£1,245.00
Account Name: Brown Brothers Bottling^
Brown Brothers Bottling^ - Hosted SaaS
Brown Brothers Bottling^ Total
£5,955.00
£5,955.00

16. Other Ways to Use Your Data
 LiveReports Data Export to Excel
 Data Warehouse
 Autotask Performance Dashboards
 Service Desk, Sales and Customer Facing
 Coming soon - Projects and Financials

17. Takeaways
 Discuss what Data is Important to your Business
 Duplicate and Schedule the System Reports
 Learn the LiveReports basics – Categories, Filtering and Simple
Report creation

18. Q&A
Thank you and final thought:
The price of light is less than the cost of darkness

19. Data Dictionary

20. Data Dictionary

21. Data Dictionary