Autotask PSA reporting guide

How to Get Client Reports
Out of Autotask

Autotask PSA tracks every ticket, contract hour, and SLA result across your client base. Getting that data into a formatted monthly client report means choosing between three approaches: Autotask LiveReports, manual CSV export and formatting, or automated delivery through a third-party layer. This page walks through all three.

Get My Free Sample Report → Built from your Autotask data in 48 hours. No system disruption.
30–90 min per client using Autotask LiveReports each month
2–4 hrs per client with manual CSV export and formatting
$800/mo flat for fully automated delivery across your client roster with Roviret
Your options

Three ways to get reports out of Autotask

Option 1

Autotask LiveReports

How it works

  1. Go to Reports in the left navigation menu
  2. Expand the report category folder and open the LiveReports section
  3. Click a report name to run it; a filter window may appear
  4. In the filter window, set Account = [client name] and date range to last month, then click OK
  5. When the report renders, click the Export Report icon in the toolbar
  6. Choose PDF or Excel as the output format
  7. Attach the file to an email and send to your client manually
Time: 30–90 min per client per month
Best for: Internal ops reviews, not client-facing delivery
Limitation: No client branding, no automated delivery, and the output format is built for internal use not business owner review
Option 2

Manual export and formatting

How it works

  1. Go to Tickets in Autotask, filter by Account and set date range to last month
  2. Click Export to download the ticket list as CSV
  3. Open the CSV in Excel or Google Sheets
  4. Build a summary: total tickets, average response time, SLA compliance rate, hours billed
  5. Add a chart showing ticket volume trend for the month
  6. Write a 2–3 sentence narrative summarizing the month
  7. Apply your logo and brand colors, then export as PDF
  8. Email the PDF to each client separately
Time: 2–4 hours per client per month
Best for: MSPs with 1–3 clients and a dedicated resource
Limitation: Does not scale. Quality varies month to month. Someone has to do it every month without fail.
Recommended
Option 3

Done-for-you with Roviret

How it works

  1. Fill out the contact form below to request a free sample report
  2. We sign an NDA before any system access is granted
  3. You provide read-only API credentials for Autotask
  4. We map your client accounts and configure data field mappings
  5. We build your branded report template with your logo and colors
  6. A sample built from your real Autotask data is delivered within 48 hours
  7. Full setup completes within 30 days
  8. Reports generate and deliver automatically at month-end, every month
Time to first sample: 48 hours
Full setup: 30 days
Cost: $1,500 one-time setup + $800/month flat for your full client roster
What Roviret pulls from Autotask

Six data categories. Every one of them already in your Autotask instance.

Ticket Metrics
Volume by priority and category, trend vs prior month
Clients see ticket counts broken out by priority level across queues with a month-over-month trend that gives increases and decreases meaning.
SLA Compliance
Response and resolution SLA rates per client
First response and resolution SLA percentages pulled directly from Autotask, formatted for a business reader instead of a technician.
Resource Hours
Time logged by category and service type
Hours broken out by category show clients exactly where your team's time went and make the scope of your work visible at a glance.
Contract Usage
Hours consumed vs contracted, milestone completion
Clients see how much of their contracted hours were consumed, reducing billing disputes and surfacing conversations about contract scope before they become problems.
Project Tracking
Project progress, completions, and open items
Completed project work, open milestones, and in-progress items from Autotask projects land in each client's report automatically.
First Response Times
Average time to first response by priority level
First response averages broken down by ticket priority give clients visibility into how quickly your team engages, reinforcing the value of your SLA commitments.
How it works

Your Autotask PSA setup stays exactly where it is.

01

Connect

REST API with a dedicated read-only Autotask member, scoped permissions covering only the data needed for reporting. NDA signed before access is granted. Roviret cannot create, modify, or delete anything in your Autotask instance.

02

Build

Your branded template is built with your logo and colors. Client accounts are mapped to the right metrics for each agreement type. Reports look like they came from your MSP, not from Roviret.

03

Deliver

Month-end automated delivery on your fixed schedule. No one on your team exports data or formats a document. API maintenance is included: when Autotask releases updates, we handle any reconnection without you filing a ticket.

Get My Free Sample Report →

Want more detail? Read our full guide to MSP reporting automation.

Get a free sample report built from your Autotask data

Tell us your PSA and RMM. We build a fully formatted sample in 48 hours. No cost. No disruption to your Autotask setup.

  • Direct integration with Autotask PSA via read-only REST API
  • We cannot modify, delete, or write anything to your Autotask instance
  • NDA signed before any connection
  • Sample delivered in 48 hours
  • $800/month flat for your full client roster after $1,500 one-time setup
FAQ

Questions worth asking before you fill out the form.

Does Roviret integrate with Autotask PSA?

Yes, via the Autotask REST API using a read-only member with scoped permissions. No Autotask Marketplace add-on is required. We have handled Autotask API connections across a range of versions and manage reconnection when Autotask releases updates.

What Autotask data goes into the report?

Ticket counts by queue and priority, SLA compliance rates, first response time averages, resource hour utilization, contract milestone tracking, and project progress. The exact fields depend on your Autotask configuration and client agreement types. We map this during setup and adjust based on what matters most to each client.

Does Roviret change anything in my Autotask setup?

No. Roviret uses read-only access only. An NDA is signed before any connection is made. We cannot create, modify, or delete anything in your Autotask instance. The only addition is a read-only member account with scoped permissions, which we help create during onboarding.

How long does Autotask reporting setup take?

A free sample built from your Autotask data is ready in 48 hours. No system access needed to get started. Full production setup covers the API connection, data mapping per client account type, and your branded template build. It completes in 30 days. After that, reports run automatically every month.

What happens after we get the sample?

If the sample looks right, we scope the full setup. The $1,500 one-time setup fee covers the API connection to Autotask, data mapping across your client roster, and your branded template build. Ongoing service is $800/month flat for your entire client roster. No per-client fees, no long-term contract required. If the sample does not look right, there is no further obligation.

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