Welcome to

5 Essential Reports for Running Your Business

Steve KinaneSales 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

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

LiveReports System Reports

Where to access them

Duplication

Make them Your Own: Filters and Scheduling

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

Opportunity Detail Report

Opportunity Title Opportunity Product Name

Opportunity Stage Opportunity Stage Age

Opportunity Status

Opportunity Create Date

Opportunity Projected Close Date

Contact Full Name

Opportunity Amount

Workstations Managed Workstation New Lead 1 Active 02/09/13 09/09/13 Kinane, S £6,000.00

9 Managed Servers ServerStage 4 Contract Sent

4 Active 04/09/13 11/09/13 Kinane, S £5,400.00

12 Workstations Managed WorkstationStage 4 Contract Sent

4 Active 05/09/13 05/09/13 Kinane, S £7,200.00

Managed Print Services Managed Service New Lead 1 Active 05/09/13 05/09/13 Kinane, S £9,600.00Recurring Services Contract

Contract New Lead 1 Active 04/09/13 11/09/13 Kinane, S £11,400.00

£81,675.00

Recurring Services Contract

ContractStage 4 Contract Sent

4 Active 04/09/13 11/09/13 Kinane, S £11,400.00

£11,400.00

£93,075.00

Server Quote (From Quotewerks) (#TCGQ1111)

-Stage 3 Proposal Sent

3 Active 9/3/2013 9/3/2013Pierce, Pamela

£1,407.50

£1,407.50

£1,407.50

Account Name: Derwent Windows

Derwent Windows Total

Pierce, Pamela*^ Total

ABLE Manufacturing HQ* Total

Account Name: ABC Solicitors

ABLE Manufacturing West Coast Total

Kinane, Steve Total

Opportunity Owner Full Name: Pierce, Pamela*^

Opportunity Detail 06/09/13

Account Territory Region: UKOpportunity Owner Full Name: Kinane, SteveAccount Name: ABLE Manufacturing HQ*

Opportunity Owner Full Name: Timm, Chris

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

Closed Ticket PerformanceClosed Ticket Performance 06/09/13

Account Name Ticket Number

Ticket Title Issue Type

Sub Issue Type

Ticket Due Date and Time

Date and Time Completed

Total Worked Hours

Ticket Duration (Days)

Ticket Duration (Hrs)

Priority: Critical                  ABLE Manufacturing HQ*

T20130905.0040

Faulty Workstation Hardware

Hard Drive

05/09/2013 17:00 05/09/2013 16:00 4.25 0.75 6.00

Chemical Co T20130901.0048

Outlook issue Software

Outlook 02/09/2013 13:24 03/09/2013 09:00 6.00 2.00 11.50

Field IT T20130903.0002

Install and Configure Workstation

Install Hardware 05/09/2013 15:24 3 2.00 16.00

Autotask Corporation T20130903.0004

Faulty Laptop Hardware

Laptop 05/09/2013 10:00 05/09/2013 09.56 2 1.00 7.56

Critical Total             15.25    

Priority: Medium                  A1 Facilities T201308

30.0003Pc down Hardw

areNetwork Card

01/09/2013 11:52 06/09/2013 09.31 6.00 7.00 49.31

Medium Total             0.50    

Grand Total(s)             15.75    

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

Resource ProductivityResource Productivity

Worked Date Project NameActivity TitleHourly Role or Contract RateHours WorkedAmount Worked Non-Billable HoursBillable HoursRate Billed Hours BilledAmount Billed

Resource Name: Kinane, Steve

Account Name: ABLE Manufacturing HQ*Activity Type: Service Desk Ticket30/08/13 Server down £250.00 0.25 £62.50 0.00 0.25 £250.00 0.00 £0.0002/09/13 Server Support:£250.00 0.25 £62.50 0.00 0.25 £500.00 0.00 £0.00Service Desk Ticket Total 0.50 £125.00 0.00 £0.00

ABLE Manufacturing HQ* Total 0.50 £125.00 0.00 £0.00

Account Name: Autotask CorporationActivity Type: Service Desk Ticket30/08/13 SQL Job cleanup log files£250.00 0.25 £62.50 0.25 0.00 £0.00 0.00 £0.0003/09/13 Pc down £250.00 0.25 £62.50 0.25 0.00 £0.00 0.00 £0.00Service Desk Ticket Total 0.50 £125.00 0.00 £0.00

Autotask Corporation Total 0.50 £125.00 0.00 £0.00

Kinane, Steve Total 1.00 £250.00 0.00 £0.00

Resource Name: Kumar, Deepak

Account Name: ABLE Manufacturing HQ*Activity Type: Service Desk Ticket29/08/13 PC wireless is intermittent£250.00 12.00 £3,000.00 0.00 12.00 £0.00 0.00 £0.0030/08/13 Opportunity Closed:[Network Installation]£250.00 0.25 £62.50 0.00 0.25 £312.50 0.00 £0.0030/08/13 Opportunity Closed:[Network Installation]£250.00 0.25 £62.50 0.00 0.25 £112.50 0.20 £22.5003/09/13 Server Support:£250.00 0.25 £62.50 0.00 0.25 £312.50 0.25 £78.1303/09/13 Server Support:£250.00 0.25 £62.50 0.00 0.25 £312.50 0.25 £78.1303/09/13 Server Support:£250.00 0.25 £62.50 0.00 0.25 £250.00 0.00 £0.0004/09/13 Server Support:£250.00 0.25 £62.50 0.00 0.25 £312.50 0.10 £31.2505/09/13 Server Support:£250.00 0.25 £62.50 0.00 0.25 £312.50 0.25 £78.13Service Desk Ticket Total 13.75 £3,437.50 1.05 £288.13

ABLE Manufacturing HQ* Total 13.75 £3,437.50 1.05 £288.13

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

Pre-Posting DetailPre-Posting Detail 06/09/13

Item Date Billing Entity Type

Project Name

Item Title Task or Ticket Status

Configuration Item Name

Role Name

RateActual Billable Hours

Actual Non-Billable Hours

Billable Amount

Account Name: ABLE Manufacturing HQ*              Contract Name: Able Manufacturing - Recurring Service              Contract Type Description: Recurring Service              16/04/13 Ticket Cost Workstation Complete        £1,000.0016/04/13 Ticket Cost Cable Cat5e Complete        £25.0016/04/13 Ticket Cost Custom Workstation Complete        £4,000.0006/09/13 Service Desk Ticket Request for Help In Progress Exec.

Management

£250.000.00 0.25 £0.00

Contract Total              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 IT:Techni

cian II£125.001.00 0.00 £0.00

14/04/13 Service Desk Ticket Save/Close Error^ Scheduled SW:Support I

£100.003.00 0.00 £0.00

14/04/13 Service Desk Ticket Save/Close Error^ Scheduled SW:Support I

£100.001.00 0.00 £0.00

11/05/13 Service   SW:Hosted Application: Premium [05/11/2013 - 06/10/2013]     £5,000.0003/09/13 Ticket Cost Travel In Progress        £250.0004/09/13 Ticket Cost Cable Cat5e New          £0.0004/09/13 Ticket Cost Network Attached Storage New          £0.00Contract Total              5.00 0.00 £5,250.00

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

Profit Summary by Contract

Profit Summary by Contract 06/09/13

Contract Name     Profit

Account Name: ABLE Manufacturing HQ*Able Manufacturing - Recurring Service £9,763.07Test Contract     £32,325.00ABLE Manufacturing HQ* Total   £42,088.07

Account Name: Autotask Corporation  Autotask - MSP - RSC     £2,600.00Autotask Corporation Total     £2,600.00

Account Name: Blue Sky Group    Blue Sky Group - Hosted SaaS   £1,245.00Blue Sky Group Total     £1,245.00

Account Name: Brown Brothers Bottling^Brown Brothers Bottling^ - Hosted SaaS £5,955.00Brown Brothers Bottling^ Total   £5,955.00

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

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

Thank you and final thought:

The price of light is less than the cost of darkness

Q & A

Data Dictionary

Data Dictionary

Data Dictionary