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

Summarizes profit per contract across designated billing periods