Datto Autotask Report Templates for MSPs
Free, professional report templates designed specifically for MSPs using Datto. Export your data, fill in the template, and deliver polished client reports in minutes.
About Datto Autotask
Datto Autotask PSA is a cloud-based professional services automation platform purpose-built for MSPs, with strong ticketing and project tracking.
Key integrations: Datto RMM, BCDR, SaaS Protection
All Datto Report Templates
8 report templates optimized for Datto workflows and data exports.
Monthly Service Report
A comprehensive monthly summary of all IT service activities, ticket volumes, resolution metrics, an...
- Executive Summary
- Ticket Volume & Trends
- SLA Compliance Metrics
Quarterly Business Review
A strategic quarterly review template covering business alignment, IT roadmap, budget planning, and ...
- Business Alignment Review
- Quarterly Performance Summary
- Budget vs. Actual Analysis
SLA Compliance Report
Track and demonstrate service level agreement compliance with detailed uptime, response time, and re...
- SLA Overview & Targets
- Uptime Performance
- Response Time Metrics
Ticket Analysis Report
Deep-dive analysis of support ticket patterns, categories, resolution efficiency, and workload distr...
- Ticket Volume Overview
- Category Breakdown
- Priority Distribution
Security Assessment Report
Comprehensive security posture assessment covering vulnerabilities, patch status, threat detection, ...
- Security Posture Overview
- Vulnerability Scan Results
- Patch Compliance Status
Billing & Usage Report
Transparent billing breakdown showing service utilization, license consumption, project hours, and c...
- Billing Summary
- Service Utilization Breakdown
- License & Subscription Usage
Client Onboarding Report
Structured onboarding documentation covering asset inventory, network topology, access credentials, ...
- Client Overview & Contacts
- Asset Inventory
- Network Topology Map
Incident Response Report
Post-incident documentation template covering timeline, impact assessment, root cause analysis, and ...
- Incident Summary
- Timeline of Events
- Impact Assessment
Why Datto MSPs Need Better Reports
Datto provides powerful data management and automation capabilities, but its built-in reporting often falls short of what clients expect to see. Standard exports are technical, dense, and not designed for executive-level communication.
These templates bridge that gap. They take the data you already have in Datto and present it in a format that builds client trust, demonstrates your value, and supports strategic conversations about IT investments.
Whether you need a quick monthly summary or a comprehensive quarterly business review, each template is structured around the metrics and workflows specific to Datto environments.