Includes the Tech Productivity build guide and will send you access to Dax and schedule the install and training on the report and its data. Once purchased, you will be sent the live report, and we will send you access to Dax and install scheduling separately

Includes the Block Hour Contract build guide and will send you access to Dax and schedule the install and training on the report and its data. Once purchased, you will be sent the live report, and we will send you access to Dax and install scheduling separately

Dax Report Analyzer for the Tech Productivity Report, Beta release

Dax Report Analyzer for Block Hour Contract Report

This report gives you a clear view of all block-hour contracts in your Autotask environment — including remaining balances, expiration dates, and usage trends — so you can see which agreements are healthy and which ones are quietly drifting into risk.

When paired with Dax Analyzer, the report stops being a static snapshot and becomes an early-warning system.

What This Report Shows

• All active and expired block-hour contracts

• Remaining hour balances

• Contract start and end dates

• Usage patterns that indicate burn rate trends

On its own, this helps you understand where block time stands.
With Dax, it tells you what to do about it.

What Dax Analyzes

Dax reviews the report and surfaces clients who:

• Are projected to run out of hours based on current burn rate

• Will likely need a renewal or hour top-up in the next 30 days

• Are actively over-consuming block hours

• Have expired contracts with:

  • zero remaining hours

  • unused balances

• Show unusual variances that often signal:

  • missed renewals

  • misaligned contract terms

  • unmanaged overages

Dax doesn’t just flag problems — he explains why they matter and which ones actually need attention.

Why This Matters

Block contracts rarely fail loudly.
They fail quietly — until a client is out of hours, unhappy, or already upside down.

This report helps you:

• Get ahead of renewal conversations

• Prevent surprise overages

• Identify upsell and realignment opportunities

• Protect margins without guesswork

How You Use It

• Run the report on a schedule

• Review Dax’s analysis alongside the data

• Know exactly which clients are in jeopardy — and which are fine

No spreadsheets.
No manual forecasting.
No “we’ll keep an eye on it.”

Ideal For

• MSP owners

• Service delivery managers

• Account managers responsible for contract health

If block hours are part of your business, this report belongs in your regular review cycle

This service includes the installation and configuration of a full LiveReport Pack into your Autotask environment.

Installation covers importing the reports, aligning them to your configuration (statuses, queues, priorities, work types, and SLAs), and validating that each report reflects accurate, usable data. The goal is to ensure the reports work as intended in your tenant — not just that they exist.

This service is best for MSPs who want reports deployed quickly and correctly without spending time troubleshooting LiveReports setup or formatting.

This report shows how many time entries each technician logs per hour, broken down across the workday. If a tech records entries between 2–3 PM, you’ll see exactly how many — and if they don’t, that gap becomes visible.

This exposes workload patterns, time-tracking habits, and potential data gaps before they turn into billing issues or performance problems. When a technician goes several hours without an entry, this report highlights it — which often means they’re either working without logging or tracking time somewhere else (or not at all).

If you’ve ever wondered:

“Why does this person have so few hours in the system?”
“Where is all their time going?”
“Why does invoicing feel like detective work?”

…this is the report that answers those questions.

💡 Perfect For

✔️ Service desk leads who want visibility without micromanaging
✔️ MSP owners trying to understand low billable hours
✔️ Coaches/mentors training new technicians on PSA habits
✔️ Identifying time-entry drop-offs and delayed logs
✔️ Billing audits and time-tracking compliance

📊 What This Tells You

• Hour-by-hour time entry volume by technician

• Who is actively logging in real-time vs retroactively

• Workload spikes, bottlenecks, and idle periods

• Early warnings on burnout, overwhelm, or underutilization

• Documentation discipline and PSA hygiene

📦 What You Get

📄 PDF Build Guide

• Step-by-step walkthrough of the entire build

• Every formula included + appendix for copy/paste

• Field-by-field explanations so you actually learn LiveReports

🔧 Format & Structure Training

• Why each step exists (not just “click here”)

• Understand how LiveReports think so you can modify confidently

🎥 Support & Fine Tuning

• Email support included

• Short video explainers to help with tuning your layout

🚀 Optional Install Help (Add-On)

• If you prefer, I’ll install and tune it with you in your tenant
  (available as a bundle when you buy multiple reports)

🔌 Plug-and-Play Ready

• Built for most Autotask tenants

• Use as-is or as a foundation for more advanced reporting

✨ Bonus

• Learn a formatting approach you can reuse everywhere

• Build reporting confidence and reduce Autotask guesswork

🛠️ Technical Requirements

• Autotask LiveReports access

• Time Entry / Resource tracking in use

This report shows the actual time work began and ended on a ticket and pairs it with the time entry that was logged. The result? Any delay between when work happened and when it was entered becomes visible — instantly.

If a technician starts work at 9:00 AM, stops at 9:42 AM, and doesn’t record the entry until 11:30 AM, that gap shows up. Multiply that across a team and you get a clear picture of who is logging accurately in real time, who’s falling behind, and where documentation discipline is slipping.

This report doubles as a utilization visibility tool and a coaching guide. It reveals patterns that point to training needs, time-entry avoidance, ticket-hopping, or workload overload that’s forcing entries to pile up.

When time entry feels like guesswork, this is your audit trail.

💡 Perfect For

✔️ Service desk managers & team leads
✔️ Coaching new techs on PSA habits
✔️ Billing accuracy & real-time entry compliance
✔️ Finding documentation blind spots
✔️ Process improvement without micromanaging

📊 What This Tells You

• When work actually happened vs when it was entered

• Which techs are logging in real time vs hours later

• Gaps in utilization that kill billing accuracy

• Training & accountability opportunities

• Whether PSA processes are being followed or ignored

📦 What You Get

📄 PDF Build Guide

• Step-by-step walkthrough of the entire build

• Every formula included + appendix for copy/paste

• Field-by-field explanations so you actually learn LiveReports

🔧 Format & Structure Training

• Why each step exists (not just “click here”)

• Understand how LiveReports think so you can modify confidently

🎥 Support & Fine Tuning

• Email support included

• Short video explainers to help with tuning your layout

🚀 Optional Install Help (Add-On)

• Available when bundling multiple reports

• I’ll install and tune it with you in your tenant

🔌 Plug-and-Play Ready

• Built for most Autotask tenants

✨ Bonus

• Use the formatting approach to build your own audit & performance reports

🛠️ Technical Requirements

• Autotask LiveReports access

• Time entry & work start/stop tracking in use

This report breaks down recurring service profitability at the most practical level: by service, by client, by recurring contract.

See exactly which services are profitable, which are barely breaking even, and which ones are secretly bleeding margin. Instead of guessing where money is made or lost, you get a clear breakdown of monthly recurring revenue vs cost vs margin for every client and every service you provide.

If you’ve ever stared at your P&L thinking:

“Where is the margin actually coming from?”
“Is this contract even worth it?”
“Which services are subsidizing others?”

This report tells you — instantly.

💡 Perfect For

✔️ MSP owners evaluating contract profitability
✔️ CFOs and ops managers preparing QBRs and renewals
✔️ Reviewing pricing before renewals or scope increases
✔️ Identifying underpriced or over-delivered services
✔️ Strategic service stack decisions (what stays / what goes)

📊 What This Tells You

• Revenue, internal cost, and margin per recurring service

• Which clients are profitable vs underwater

• Which services carry the business (and which drag it down)

• Where pricing or labor alignment is out of balance

• Evidence to support price adjustments before renewal

📦 What You Get

📄 PDF Build Guide

• Step-by-step walkthrough of the entire build

• Every formula included + appendix for copy/paste

• Field-by-field explanations so you actually learn LiveReports

🔧 Format & Structure Training

• Why each step exists (not just “click here”)

• Understand how LiveReports think so you can modify confidently

🎥 Support & Fine Tuning

• Email support included

• Short video explainers to help with tuning your layout

🚀 Optional Install Help (Add-On)

• Available when bundling multiple reports

• I’ll install and tune it with you in your tenant

🔌 Plug-and-Play Ready

• Built for most Autotask tenants

• Use as-is or customize as your stack evolves

✨ Bonus

• Build reporting skills you can reuse across your PSA

• Perfect foundation for deeper financial analytics

🛠️ Technical Requirements

• Autotask LiveReports access

• Recurring services and billing configured

This report tells you exactly what’s been sold, ordered, received, billed — or forgotten. It matches what you’ve charged a client for against the current purchase order status so you can confirm nothing is stuck, missing, backordered, or accidentally never invoiced.

If you’ve ever had to dig through tickets, POs, invoices, and contract charges just to see what happened to that laptop they ordered, this report kills that pain. It pulls the reconciliation into a single view — no more internal detective work.

💡 Perfect For

✔️ MSPs that resell hardware or software
✔️ Internal reconciliation before invoicing
✔️ Catching missed billing before it costs you
✔️ Procurement + finance handoffs
✔️ Cleaning up order-to-cash chaos

📊 What This Tells You

• What was sold and to which client

• Whether the item has been ordered, received, invoiced, or fulfilled

• What’s stuck in purchasing limbo

• What was delivered but never billed 😬

• Where you’re losing revenue due to broken process or assumptions

Instead of trusting someone’s memory or scattered ticket notes, this makes the whole lifecycle visible.

📦 What You Get

📄 PDF Build Guide

• Step-by-step walkthrough of the entire build

• Every formula included + appendix for copy/paste

• Field-by-field explanations so you actually learn LiveReports

🔧 Format & Structure Training

• Why each step exists (not just “click here”)

• Understand how LiveReports think so you can modify confidently

🎥 Support & Fine Tuning

• Email support included

• Short video explainers to help with tuning your layout

🚀 Optional Install Help (Add-On)

• Available when bundling multiple reports

• I’ll install and tune it with you in your tenant

🔌 Plug-and-Play Ready

• Built for most Autotask tenants

✨ Bonus

• Builds your procurement → billing visibility foundation

• Great launching point for inventory or hardware lifecycle reporting

🛠️ Technical Requirements

• Autotask LiveReports access

• Using POs + billing for hardware or software resale

This report shows everything you posted to billing for each contract — across all service types — for a defined billing period (usually the previous month). It’s a clean audit trail that confirms what went out the door and what made it to invoicing, without digging through piles of tickets, charges, and contracts.

If you’ve ever needed to double-check:

“Did we actually bill them for all of that?”
“Why is this invoice total lower than expected?”
“What changed from last month?”

…this report gives you that clarity fast.

Perfect for month-end reconciliation or preparing next month’s billing.

💡 Perfect For

✔️ Month-end billing review
✔️ Internal audits before invoicing goes out
✔️ Spotting missing or miscategorized charges
✔️ Confirming contract alignment
✔️ Rebuilding trust in your billing data

📊 What This Tells You

• What was posted to each contract in the selected period

• All service types side by side (labor, recurring services, charges, project labor, etc.)

• Trends across multiple billing periods

• Where totals don’t match expectations (red flags)

• Historical reporting to support billing dispute resolution

This is the kind of report that saves thousands by catching issues before the invoice is sent.

📦 What You Get

📄 PDF Build Guide

• Step-by-step build instructions

• Every formula included + appendix for copy/paste

• Explanation of why each component exists (not just button clicks)

🔧 Format & Structure Training

• Build with confidence, not guesswork

• Learn principles you can reuse for future financial reports

🎥 Support & Fine Tuning

• Email support included

• Short tuning videos available for clarity and troubleshooting

🚀 Optional Install Help (Add-On)

• Available as part of multi-report bundles

• I’ll install and verify it in your tenant

🔌 Plug-and-Play Ready

• Built for most Autotask setups

• Designed around standard billing flows

✨ Bonus

• Great tool to standardize a billing meeting cadence

• Helps reduce “billing surprises” and invoice arguments

🛠️ Technical Requirements

• Autotask LiveReports access

• Posted billing history

Exactly what it sounds like: this report shows everything a client is expecting that hasn’t been delivered yet. Hardware, software, onboarding items, contracted services — if it’s owed, promised, scheduled, or sitting in limbo, it shows up here.

This is how you stop clients from chasing you asking,

“Hey… whatever happened to that thing?”

…and how you stop those same questions from blindsiding your team.

By surfacing undelivered items across the PSA, you get ahead of problems, close loops, and eliminate those embarrassing “we’ll look into that” moments.

💡 Perfect For

✔️ Project & onboarding follow-through
✔️ Hardware & procurement fulfillment
✔️ Ticket → delivery handoffs
✔️ Account managers prepping QBRs
✔️ Preventing client escalations

📊 What This Tells You

• What each client is waiting on

• Who’s responsible and where it’s stuck

• Items purchased but not deployed

• Promised services not yet live

• Follow-through issues before they become customer complaints

This is your anti-escalation safety net.

📦 What You Get

📄 PDF Build Guide

• Step-by-step build instructions

• All formulas included + appendix for copy/paste

• Field explanations so you learn why, not just how

🔧 Format & Structure Training

• Loosely based on real onboarding workflows

• Easily customizable to your internal process

🎥 Support & Fine Tuning

• Email support & tuning videos as needed

🚀 Optional Install Help (Add-On)

• Available when bundling with other reports

🔌 Plug-and-Play Ready

• Built for most Autotask tenants

• No prerequisites besides normal PSA usage

✨ Bonus

• A low-effort way to upgrade account management

• Great for QBRs / monthly check-ins

🛠️ Technical Requirements

• Autotask LiveReports access

• Active ticketing / project delivery

Summarizes profit per contract across designated billing periods

Tech Daily Productivity Report + Dax Analyzer

This report shows you how your technicians are actually spending their time — day by day — across tickets, work types, and billable vs non-billable effort.

It gives you a clear picture of productivity without turning into a micromanagement tool.

When paired with Dax Analyzer, the report becomes a coaching and capacity signal instead of just a scorecard.

What This Report Shows

• Daily hours logged per technician

• Billable vs non-billable time

• Time distribution across work types

• Gaps, spikes, and inconsistencies in daily logging

On its own, this report highlights patterns.
With Dax, it explains what those patterns actually mean.

What Dax Analyzes

Dax reviews the report and identifies:

• Technicians consistently under or over target hours

• Days where time isn’t being logged accurately or completely

• Patterns that suggest:

  • context switching overload

  • ticket sprawl

  • burnout risk

• Variances between expected productivity and actual output

• Trends that point to:

  • staffing or scheduling issues

  • training gaps

  • process friction

Dax doesn’t just call out numbers — he provides context so you know when to coach, when to adjust, and when to leave things alone.

Why This Matters

Raw productivity numbers often cause the wrong reaction.

This report helps you:

• Spot issues early without micromanaging

• Separate process problems from people problems

• Support technicians with data instead of assumptions

• Make staffing decisions with confidence

The goal isn’t pressure.
It’s clarity.

How You Use It

• Run the report daily or weekly

• Review Dax’s analysis alongside the data

• Focus on the signals that actually require action

No spreadsheets.
No guessing.
No reactive management.

This report analyzes the last 90 days of tickets and breaks them down by Issue Type → Sub-Issue, grouped by client. It reveals exactly what clients struggle with most, what categories drive the bulk of your support load, and where recurring problems are eating your team alive.

This is the MSP version of a root-cause radar.

Instead of drowning in noise, you get patterns:

• “Email issues are 30% of Client A’s tickets”

• “Laptops are failing weekly for Client B”

• “Client C keeps breaking OneDrive”

• “Mr. Pickles needs a phishing training session… urgently” 😅

This is how you walk into a QBR and steer the conversation like a pro — with data that proves what needs to change.

💡 Perfect For

✔️ QBRs that lead to meaningful action
✔️ Pitching upgrades, projects, onboarding cleanups
✔️ Recurring advisory conversations
✔️ Roadmapping client improvements
✔️ Spotting training / policy / tooling gaps

📊 What This Tells You

• Top recurring issues by client

• Sub-issues driving the majority of noise

• Where standardization or automation would help

• Which environments need overhauls

• Where unmanaged devices/apps create chaos

• Data-driven talking points for upsell & scope change

It turns “we recommend this project” into

“This project will remove 40% of your recurring support noise. Here’s the data.”

Now you’re not selling — you’re advising.

📦 What You Get

📄 PDF Build Guide

• Step-by-step construction

• All formulas included (copy/paste appendix)

• Explanation of grouping, hierarchy, and totals

🔧 Format & Structure Training

• Learn how to build Issue/Sub-Issue hierarchies that actually render cleanly in LiveReports

• Tune the 90-day range or adjust to 30 / 60 / 120

🎥 Support & Fine Tuning

• Email support included

• Short tuning videos available

🚀 Optional Install Help (Add-On)

• Available when bundling reports

🔌 Plug-and-Play Ready

• Works in most Autotask tenants

✨ Bonus

• Instantly elevates client meetings from “status updates” to strategic consulting

🛠️ Technical Requirements

• Autotask LiveReports access

• Issue/Sub-Issue taxonomy in use

Shows total ticket by client to ideThis report shows ticket volume by client, with a breakdown of the actual tickets behind the numbers — not just a count. It’s perfect for understanding where your service load is coming from, which clients are consuming the most time, and how SLA performance aligns with ticket volume.

It’s not a vanity metric.
It’s client impact visibility.

If one client is generating 60% of your service load, this report is how you discover it — and how you start a conversation around onboarding cleanups, user training, contract scope, or service alignment.

💡 Perfect For

✔️ Identifying “heavy use” clients draining the service desk
✔️ QBRs and monthly check-ins
✔️ Resetting expectations with over-consuming clients
✔️ Scoping managed services and renewals
✔️ Backing up contract pricing decisions with data

📊 What This Tells You

• Ticket volume per client

• Which priorities dominate their workload

• Quick view of SLA compliance per ticket

• Evidence to justify escalations, price changes, or coaching

• Clarity on where your team is actually spending time

This report turns:

“They take a lot of time”
into
“They opened 42 tickets last month and missed SLA on 14% — let’s talk next steps.”

Now you’ve got leverage and clarity.

📦 What You Get

📄 PDF Build Guide

• Step-by-step instructions

• All formulas included (copy/paste appendix)

• Field explanations so nothing breaks when you apply it

🔧 Format & Structure Training

• Understand grouping, totals, and SLA display logic

• Learn how to expand this into monthly trend reporting

🎥 Support & Fine Tuning

• Email support included

• Short video walk-throughs as needed

🚀 Optional Install Help (Add-On)

• Available when bundling reports

🔌 Plug-and-Play Ready

• Works in most Autotask tenants

✨ Bonus

• Perfect stepping stone to deeper service consumption reporting

🛠️ Technical Requirements

• Autotask LiveReports access

• SLA configuration helpful but not requiredntify high need accounts

Stop guessing how your MSP is performing — this report tells you straight up.

The SLA Summary lists every client, their total ticket volume, how many tickets failed your SLA journey, and the percentage of success across your three SLA checkpoints. At a glance, you’ll see exactly where the service desk is performing well, where requests are falling through the cracks, and which clients are at risk of becoming “we’re canceling services” conversations.

This is the dashboard that exposes:

• 🔥 Clients quietly drowning in SLA failures

• 🧨 Techs who struggle with prioritization

• 🚫 Service issues blindsiding leadership

• ⚠️ Workflow and automation gaps destroying response times

• 🧩 Internal gaps in request handling that hurt client confidence

If you want a one-page SLA truth machine that instantly shows who’s protected and who’s slipping — this is it.

💡 Perfect For

✔️ Quarterly Business Reviews / client-facing meetings
✔️ Service desk performance reviews
✔️ Proactive churn prevention
✔️ Identifying training + workflow gaps
✔️ Proving value with data, not vibes

📦 What You Get

📄 PDF Build Guide

• Step-by-step walkthrough of the entire build

• Every formula included + appendix for copy/paste

• Field-by-field explanations so you actually learn LiveReports

🔧 Format & Structure Training

• Why each step exists (not just “click here”)

• Understand how LiveReports think so you can modify confidently

🎥 Support & Fine Tuning

• Email support included

• Short video explainers to help with tuning your layout

🚀 Optional Install Help

• Skip the setup completely — I’ll install and tune it with you in your tenant

🔌 Plug-and-Play Ready

• Built for most Autotask tenants

• Use as-is or as a foundation for more advanced reporting

✨ Bonus

• Learn a formatting approach you can reuse on every future report

• Build your reporting confidence and reduce Autotask guesswork

🛠️ Technical Requirements

• Autotask LiveReports access

• Service desk using SLAs

• (Optional) Filters for time ranges or assigned technicians

This report breaks down SLA performance by client, showing ticket volume against the three major SLA milestones and the percentages met for each. It’s the closest thing to a monthly service scorecard — tracking how well your team is honoring response, planning, and resolution commitments.

Instead of just saying, “We hit our SLAs,” you can prove it — or identify where you didn’t — with a clean breakdown that goes straight into QBRs, renewal conversations, and internal coaching.

This is how you translate service delivery into client confidence.

💡 Perfect For

✔️ QBRs and renewal prep
✔️ Monthly service reporting
✔️ Identifying service delivery pain points
✔️ Client relationship management
✔️ Internal benchmarks + accountability

📊 What This Tells You

• Ticket count per client

• Time to respond / plan / resolve in hours + days

• SLA percentage achieved for each milestone

• Which milestones you miss most often

• Where to prioritize operational improvements

This becomes a conversation tool — not just a report.

It helps you say things like:

“You had 60 tickets this month. We missed first response on 35%, so let’s fix that before it becomes a recurring pain.”
or
“We hit 92.8% resolution compliance — here’s what we’re improving next.”

Trust is built on visibility. This gives it to you.

📦 What You Get

📄 PDF Build Guide

• Step-by-step build instructions

• All formulas included with a copy/paste appendix

• Field-level clarity so you understand the structure

🔧 Format & Structure Training

• Learn how SLA fields behave in Autotask

• Avoid the “why doesn’t this calculate correctly” math traps

🎥 Support & Fine Tuning

• Email support included

• Short tuning/tutorial videos available

🚀 Optional Install Help (Add-On)

• Available when bundling multiple reports

🔌 Plug-and-Play Ready

• Built around standard Autotask SLA configs

✨ Bonus

• Perfect plug-in for your QBR template

• Turns SLA into a dashboard conversation, not a mystery metric

🛠️ Technical Requirements

• Autotask LiveReports access

• SLA events configured in Autotask

Tracks average resolution time per techThis report tracks how long it actually takes to resolve tickets — not SLA targets, not “best case,” but real-world time from creation to completion. It shows resolution time in hours and days, grouped by technician, client, or priority, so you can see patterns in performance and response reality.

This isn’t theoretical SLA math.
It’s the truth behind your service delivery.

With MTTR visible, you can finally answer questions like:

“Why is Client X always upset?”
“Why does Priority 3 take two days?”
“Is this tech overloaded or just inefficient?”

…and you’ll have the data to confirm or debunk those assumptions.

💡 Perfect For

✔️ Coaching technicians on speed + quality
✔️ Client-facing reporting for QBRs (no fluff)
✔️ Identifying training or workflow gaps
✔️ Rebalancing queue assignments or workload
✔️ Benchmarking service delivery as you scale

📊 What This Tells You

• Ticket count per technician or client

• Resolution time in hours AND days

• Priority-based handling performance

• Outliers (burning tickets, slow tickets, stuck tickets)

• Service patterns that create customer frustration

• Trends that show improvement or decline

This is the KPI behind your perceived service quality.

When clients “feel ignored,” this is where that story lives.

📦 What You Get

📄 PDF Build Guide

• Step-by-step instructions to build from scratch

• All formulas included (copy/paste appendix)

• Explains how to structure resolution time calculations correctly

🔧 Format & Structure Training

• Learn how to calculate MTTR in Autotask without breaking it

• Fix common math/field mistakes MSPs make in LiveReports

🎥 Support & Fine Tuning

• Email help included

• Short video explainers for tuning & variances

🚀 Optional Install Help (Add-On)

• Available when bundling multiple reports

🔌 Plug-and-Play Ready

• Works in most Autotask tenants

• Easy to tune by technician, client, or priority

✨ Bonus

• Great for QBR decks + internal leadership reporting

• Easy win for sales teams proving operational maturity

🛠️ Technical Requirements

• Autotask LiveReports access

• Ticket closure workflow active for service efficiency review

Get a grip on margins, contract profitability, and client trends.
Designed to uncover financial blind spots in your Autotask data.

• 🔹 Charges and Profit per Client

• 🔹 Profit Summary by Contract

• 🔹 Contract Service Profitability

• 📄 Easy-to-follow guide PDFs + formulas included

• 🛠 Optional install support available

Have us do the report install, debugging and scheduling for your live report. Good for up to 5 reports.

See how your team is really performing.
Includes 6 LiveReports focused on service volume, resolution time, and SLA consistency.

• 🔹 MTTR, SLA Summary, and SLA Metric reports

• 🔹 Issue/Sub-Issue breakdowns

• 🔹 Ticket Volume by Client

• 📄 Step-by-step build guides + copy-paste filters

• 🛠 Self-install or choose done-for-you support