Reporting
Get The Answers To Any Business Question |
Are you able to answer the fundamental business questions that arise every day you show up to work? Which projects are due today? Which clients generate the most profits? Which tech has free time? Which service tickets need escalating? What's billable today?
Autotask gives you more than a dozen pre-designed reports that you can run at the click of a button. You can easily set parameters so that users can filter your reports by date range, accounts, and more. The pre-built report families include Post-Billing Reports, Pre-Billing Reports, CRM Reports, Resource Reports, Service Desk Reports, and a variety of Administrative Reports.
But we go beyond standard reports, and also include a powerful ad-hoc query engine that lets non-programmers create and publish customized reports on any key business metric. And you can use the same tool to produce customized reports for each of your customers to help illustrate and document the value of the services you provide.
Look how Autotask helps you produce better reports:
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Report on Whatever You Want
For any given report family, you can view and easily pick which fields to include or exclude, and determine the order of the resulting columns in the report.
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Run Calculations "On the Fly"
Once data fields are picked, you decide how report columns are calculated in the report, such as showing the total, minimum, maximum, or average values. For non-numeric data types, you can set the report to "count" the number of resultant items from the query. |
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Sort Results at Will
You can easily designate exactly how your report results are sorted, selecting the column sort order, and whether the sort on a given column ascends or descends. Prior to running the actual report, Autotask gives you the ability to run a preview to see how the report is structured
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Filter the Data any Which Way
Autotask LiveReports gives you the added power to add an enormous array of filters on the reports, setting data ranges, limits, inclusions and exclusions, and more.
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Publish your Reports with Complete Security
You decide who gets to see and run reports, and who has the ability to create, modify and publish reports. You can set the security controls, by department, resource type, or individual user. Reports can be e-mailed as text attachments or embedded in the body of HTML e-mails. |
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