Undelivered Client Items

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