MSPBots WIKI : Autotask Public Widgets
These Autotask widgets in published and alpha versions are ready for use.
In total, there are 565 publish/alpha widgets
Name | Description | Created Date | Last updated |
---|---|---|---|
Contract Margin | A card number showing the overall profit margin for the selected date range Calculated as (Billed-Total Cost)/Billed. | Nov 23, 2022 | Apr 24, 2023 |
Company Names | AutoTask - A dropdown list of company names | May 14, 2021 | Nov 22, 2022 |
Company Names_clone_2023-10-04T05:44:39Z | AutoTask - A dropdown list of company names | Oct 04, 2023 | Oct 04, 2023 |
Autotask NextTicket App Ticket Count Last 16 Weeks | A weekly report of the last 16 weeks, showing the count of tickets distributed by the NextTicket App. | Jan 19, 2022 | Dec 23, 2022 |
Avg. Time to Resolution Plan (in Hrs) | Autotask | A line graph showing the average Resolution Plan time (in Hrs) per ticket (non-internal). Data is from Autotask internal SLA. | Mar 14, 2023 | Apr 15, 2023 |
Closed Tickets - Autotask | A card number showing the count of tickets Closed | Jan 16, 2023 | Feb 16, 2023 |
Top 50 Contracts Effective Rates | Per Customer | A bar graph displaying the top 50 customers in terms of effective rates | Dec 02, 2022 | Feb 26, 2023 |
Contract Effective Rates | Per Contract Type | A table showing the following metrics per contract type: Billed, Addition Costs, Margin, and Effective Rate. | Nov 30, 2022 | Feb 26, 2023 |
% First Line Response | Autotask | A line graph showing the % of closed tickets (non-child, non-internal) that only have 1 recorded time entry. Excludes time entries with less than 3 minutes | Mar 15, 2023 | Apr 15, 2023 |
Autotask Projects Days to Completion | Per Manager | A bar graph showing the count of active projects that are scheduled to be completed in the next 4 weeks, divided per week. | Feb 06, 2023 | Mar 10, 2023 |
Hours Worked By Employee Today | A bar chart widget showing the sum of hours worked today by the employee. | Jul 27, 2022 | Dec 29, 2022 |
Procurement tickets Queue (Yesterday) | Card number widget to show the number of tickets that has Procurement status that needs attention dated from Yesterday and status is procurement. Drill down result shows ticket number, date opened, Ticket status, Summary of the ticket, Resource handling the ticket, and Company name. | Jul 25, 2022 | Feb 24, 2023 |
Hours Worked By Technician - Today | A column chart showing the sum of hours worked by each teachnician in the current day. | Aug 31, 2022 | Dec 29, 2022 |
Bot - Autotask Rejected Next Tickets | A table displaying the list of rejected next tickets in the last 24 hours | Feb 22, 2022 | Dec 28, 2022 |
Resolved | First Line Response | Autotask | A pie chart showing the percentage of tickets resolved with only 1 time entry recorded. | Mar 14, 2023 | Apr 15, 2023 |
Utilization Rate By Employee by Week To Date - Current Month | A grid widget that shows the resource's billable hours and actual hours and the calculation of the resource utilization for the current month. | Aug 03, 2022 | Dec 10, 2022 |
Kill Rate | This widget shows the percentage of closed tickets compared to opened tickets | Jun 06, 2022 | Feb 16, 2023 |
Team GPS KPI Ticket Details Updated Last 30 days | Autotask | Shows all the columns in the dataset. | Jul 28, 2023 | Jul 28, 2023 |
Tickets Worked On This Week - Autotask | A card number widget displaying the count of tickets worked on this week. | Feb 03, 2021 | Dec 10, 2022 |
No Charge Per Week | Autotask | A bar graph showing the weekly trend of total No Charge hours for the selected team/s and date ranges. | Feb 09, 2023 | Mar 26, 2023 |
Total Ticket Count | Autotask | (For Selected Date Range) | Shows the total ticket count for the selected date range | Mar 13, 2023 | May 18, 2023 |
Realized Hours Per Technician | Non-Billable | Autotask | A bar graph showing non-billable hours per technician. | Feb 01, 2023 | Mar 26, 2023 |
Avg. Time to Resolve (in Hrs) | Autotask | A line graph showing the average Time to Resolve (in Hrs) per ticket (non-internal). Data is from Autotask internal SLA. | Mar 14, 2023 | Apr 15, 2023 |
Breaching ResPlan - Next 60 Mins | This widget looks at the number of tickets awaiting the SLA status of resolution plan and are going to breach the goal in the next hour or have already breached. | Mar 30, 2023 | Mar 30, 2023 |
Top Ticket Creators Last 60 Days | A bar chart showing the most active ticket openers in the last 60 days. | Mar 29, 2021 | Dec 10, 2022 |
Breached ResPlan - Autotask | This widget looks at the number of tickets awaiting the SLA status of resolution plan and have breached their goal. | Mar 30, 2023 | Mar 30, 2023 |
Same Day Completed % Previous Month | Same Day Completed % Previous Month | Jun 28, 2022 | Aug 03, 2022 |
[Goal] Hours Worked - This Week - Autotask | A card number widget displaying the sum of total hours worked this current week. | Feb 05, 2021 | Dec 10, 2022 |
Advanced Hours Entered by Tech - Today | This is a sum of hours worked by tech for today. This is special though by using the advanced feature of dataset mashup to bring in member data to show technicians who have yet to enter time. | Jun 14, 2022 | Dec 10, 2022 |
Autotask Insufficient Time Entry Prompter [Bot] | A widget showing the time entries and their notes' length for Autotask. | Jul 15, 2022 | Dec 10, 2022 |
AT Users with the Most Late Time Entry Hours (Last 7 Days) | These are the top 5 users with the most hours of late time entries. | Jun 22, 2021 | Jan 03, 2023 |
Goal Kill Rate % - This Week | This widget shows the percentage of closed to open tickets in the current week (Sunday to Saturday). | Nov 03, 2022 | Feb 23, 2023 |
Unassigned | A card number widget displaying the count of tickets with no resource assigned and no completed date. | Apr 27, 2022 | Dec 10, 2022 |
AT Late Time Entry Distribution | This graph shows the frequency distribution of late time entries. | Jun 11, 2021 | Jan 03, 2023 |
Autotask Projects Days to Completion | A bar graph showing the count of active projects per release date group | Feb 03, 2023 | Mar 10, 2023 |
Tickets by Month Resolved - Autotask | A bar graph showing monthly rate of tickets resolved (non-child, non-internal) | Mar 15, 2023 | Apr 15, 2023 |
Team GPS KPI Timeentry Details Updated Last 30Days | Autotask | All columns in the dataset Time entries updated last 30 days. | Jul 28, 2023 | Jul 28, 2023 |
Projects Opened v. Closed - Last 3 Months - Autotask | A line chart widget showing the count of opened and closed projects in the last 3 months. | May 18, 2021 | Jan 24, 2023 |
Autotask Ticket Opened by Time of Day - 3 Months | A column chart displaying the number of tickets opened hourly from 00:00H as 0 to 23:00H as 23 in the last 3 months | Mar 03, 2022 | Mar 02, 2023 |
Next Ticket For AutoTask Rule Report | $row.get($key) | Aug 02, 2022 | Aug 12, 2022 |
Active Opportunities By Stage | A bar chart showing the count of opportunities by stage in the sales process | Apr 09, 2021 | Jan 24, 2023 |
No Charge | Per Work Type | Autotask | A bar graph displaying total No Charge hours per work type, separated between realized and internal. | Feb 23, 2023 | Mar 26, 2023 |
Tickets By Priority | A column chart displaying the count of tickets sorted by priority. | Mar 21, 2021 | Dec 10, 2022 |
Tickets Resolved | Month - Autotask | A pivot table showing total count of tickets pert team or techncian. | Mar 15, 2023 | Apr 15, 2023 |
Time This Week - Autotask | A card number displaying the total hours worked this week | Jul 07, 2022 | Jan 20, 2023 |
Hours Billed Yesterday - Autotask | A card number widget displaying the sum of hours to be billed with a date work of yesterday. | Feb 05, 2021 | Dec 10, 2022 |
Tickets Worked Today - Autotask | A card number widget displaying the count of tickets worked today. | Feb 03, 2021 | Dec 10, 2022 |
Tickets Opened by Time of Day - Last 3 Months | A column chart widget displaying the number of tickets opened by hour in the last 3 months. | Feb 24, 2022 | Feb 23, 2023 |
Tickets Opened - Today | This widget shows the count of tickets opened today. | Nov 01, 2022 | Dec 10, 2022 |
Hours Worked Today | A card number widget displaying the sum of hours worked with a date work of today. | Feb 03, 2021 | Dec 10, 2022 |
Tickets Opened In The Last 30 Days | A card number widget showing the count of tickets opened in the last 30 days. | Jan 24, 2021 | Feb 24, 2023 |
% 1st Response Resolution - Last 90 Days | This card number widget display the count of tickets completed in the last 90 days with only 1 associated time entry divided by all tickets completed in the last 90 days. | Jan 14, 2021 | Dec 10, 2022 |
Autotask / Average Resolution On Reactive Tickets | A card number displaying the average resolution hours of tickets resolved in the last 14 days. | Apr 25, 2022 | Feb 24, 2023 |
Tickets Pending Resolution | A card number widget displaying the count of tickets with no resolved date. | Mar 15, 2021 | Dec 10, 2022 |
Tickets Closed Today | A card number widget displaying the count of tickets with a completed date of today. | Mar 12, 2021 | Dec 10, 2022 |
Tickets Completed - Previous Month | Tickets Completed - Previous Month | Jun 28, 2022 | Dec 10, 2022 |
Hours Worked Last Month by Issue Type | A bar chart showing the sum of hours worked last month split up by issue type | Jan 13, 2021 | Dec 10, 2022 |
Tickets Worked On Today Per Resource | A bar chart showing the count of tickets worked on by resource today. | Jan 13, 2021 | Dec 10, 2022 |
Hours Worked By Client - Last 30 Days | A pie chart showing the sum of hours worked last 30 days split out by client. | Jan 13, 2021 | Dec 10, 2022 |
Total Hours Worked Last 60 Days - Autotask | A card number widget displaying the total hours worked in the last 60 days. | Jan 25, 2021 | Dec 10, 2022 |
Autotask Prolonged Time Entry Verifier [Bot] | The widget will display ticket time entries with a logged time of greater than or equal to 2 hours. | Jul 14, 2022 | Dec 10, 2022 |
Opportunities Closing Next 30 Days | A card number displaying the count of open opportunities with a projected close date in the next 30 days | Apr 07, 2021 | Jan 24, 2023 |
[Goal] Billable Hours Worked - This Week - Autotask | A card number widget displaying the sum of total hours marked as billable worked this current week. | Jan 13, 2021 | Dec 10, 2022 |
Hours Today by Engineer | A bar chart widget showing the sum of hours worked today by engineer and billing status. | Jan 13, 2021 | Dec 10, 2022 |
Bot - Autotask NextTicket Rejected Summary | Used for Bot. Shows Rejected Summary | Jun 08, 2022 | Dec 10, 2022 |
Total Hours Worked Last 30 Days - Autotask | A card number widget displaying the total hours worked in the last 30 days. | Feb 04, 2021 | Dec 10, 2022 |
Tickets Closed This Week - Autotask | A card number widget displaying the count of tickets closed this week. | Mar 26, 2021 | Dec 10, 2022 |
Opportunities Closed Today | A card number displaying the count of opportunities closed today. | Apr 07, 2021 | Jan 24, 2023 |
Autotask After Business Hours Verifier [Bot] | Autotask After Business Hours Verifier [Bot] | Jul 15, 2022 | Dec 10, 2022 |
Hours Worked - Current Week | A progress tracker showing the sum of hours worked in the current week. | Aug 26, 2022 | Dec 10, 2022 |
Realized Hours Trend | Autotask | A bar graph that shows monthly realized hours for the last 12 months. | Jan 27, 2023 | Mar 02, 2023 |
Open Tickets - Client | A card number widget displaying the count of tickets without a completed date thus status is Open. | Jan 18, 2021 | Dec 10, 2022 |
Autotask Average New Tickets - Last 4 Weeks | A column chart displaying the average count of tickets created in the last 4 weeks per day and per hour | Jul 11, 2022 | Dec 10, 2022 |
Bot - AT Ticket Long "In Progress" Verifier | Bot - AT Ticket Long "In Progress" Verifier | Mar 01, 2022 | Dec 10, 2022 |
Hours Worked By Queue This Week | A bar chart widget showing the sum of hours worked this week split out by the current queue a ticket is on. | Feb 17, 2021 | Dec 10, 2022 |
Projects Completed - Current Week - Autotask | A card number widget displaying the count of projects completed in the current week. | May 17, 2021 | Dec 10, 2022 |
Stale Tickets Per Resource - Autotask | A column chart widget for all unresolved ticket that are not updated for the last 3 days. | Mar 21, 2021 | Dec 10, 2022 |
Contract Effective Rates | Per Customer | A table showing the following metrics per customer: Profit, Margin, Effective Rate. | Nov 30, 2022 | Jan 25, 2023 |
No Charge | Per Customer | Autotask | A bar graph widget displaying the total No Charge hours per customer. | Feb 23, 2023 | Mar 26, 2023 |
AT Avg Late Time Entry Duration (In Hours) | This is the ratio of late time entry hours per user in the last 7 days (ie. the previous 7 days before today). This is calculated by dividing the total number of late hours by the number of users. | Jun 11, 2021 | Jan 03, 2023 |
Tickets Closed Previous Quarter - Autotask | A card number widget displaying the total number of tickets that were closed from the previous quarter. | Feb 22, 2021 | Dec 10, 2022 |
Hours Worked by Tech - Last Week | This widget shows the hours worked by tech last week. | Jul 11, 2022 | Dec 10, 2022 |
Technician Utilization - Last 7 Days | A column chart showing the sum of actual hours worked in the last 7 days by technician by work type. | Aug 26, 2022 | Dec 10, 2022 |
Daily Start | End | Total Summary | Autotask | A table showing the weekly total daily span and total labor hours per team and technician for the selected date ranges | Feb 08, 2023 | Mar 26, 2023 |
New Lead Opportunities | A card number displaying the count of open opportunities under the stage of New Lead, and in which the status is not in Closed, Lost, or Not Ready To Buy. | Apr 07, 2021 | Jan 30, 2023 |
AT Users with the Most Late Time Entry Count (Last 7 Days) | These are the top 5 users with the most number of logged late time entries. | Jun 22, 2021 | Jan 03, 2023 |
Tickets - Service Calls Scheduled - Current Month | A grid widget displaying the information about the service call schedule for the current month. | Feb 20, 2021 | Dec 10, 2022 |
Same Day Completed % Last 30 Days - Autotask | A card number widget showing the percentage of tickets completed on the same day they were created to for the tickets completed in the last 30 days. | Jul 07, 2022 | Feb 24, 2023 |
Tickets Scheduled Today | Autotask | A grid showing the details of the tickets that were scheduled today. | Mar 29, 2023 | Apr 30, 2023 |
Stale Projects - Autotask | A card number widget displaying the count of stale projects. | May 17, 2021 | Dec 10, 2022 |
Projects Ending This Week - Autotask | A card number widget displaying the count of projects that are ending in the current week. | May 18, 2021 | Dec 10, 2022 |
Tickets With No Resource Assigned | A card number widget displaying the count of tickets without a completed date and no resource assigned. | Mar 15, 2021 | Dec 10, 2022 |
Stale Tickets Grid - Autotask | A table that lists the details of tickets with no completed date and no activity in 2 days | Jan 27, 2022 | Dec 10, 2022 |
Resource Billable Hours Utilization - Today | A grid widget that lists the resource billable hours utilization today. | Mar 22, 2021 | Dec 10, 2022 |
Tickets Opened In The Last 7 Days | A card number widget displaying the count of tickets opened in the last 7 days. | Mar 15, 2021 | Dec 10, 2022 |
Revenue Won by Sales Rep Last 30 Days - Autotask | A bar chart showing the sum of the amount on an opportunity closed in the last 30 days with a status of closed split up by sales rep | Apr 14, 2021 | Jan 24, 2023 |
Stale Service Calls | A card number showing count of stale service calls | Jul 11, 2022 | Dec 10, 2022 |
Total Hours Worked Last 7 Days - Autotask | A card number widget displaying the total hours worked in the last 7 days. | Jan 25, 2021 | Dec 10, 2022 |
Hours Worked Per Contract - Current Month | A bar chart widget showing the sum of hours worked in the current month split up by contract. | Jan 13, 2021 | Dec 10, 2022 |
Tickets Breaching Resolution Plan Within 60 Minutes | A card number widget displaying the count of tickets breaching resolution plan within 60 minutes. | Mar 30, 2021 | Jan 20, 2023 |
Amount On Opportunities Closing By Day Next 30 Days | A bar chart showing the count of sum of the amount on opportunities open with an expected close date in the next 30 days. | Apr 08, 2021 | Jan 24, 2023 |
Tickets Past Due | Autotask | A card number displaying the count of tickets that are already past their due dates. | Mar 30, 2023 | Apr 30, 2023 |
In Progress | This is a count of tickets with no completed date or resolved date, but has set the SLA status of resolution plan | Apr 27, 2022 | Dec 10, 2022 |
Closed Today - Autotask | A card number widget displaying the count of tickets with a completed date of today. | Feb 05, 2021 | Dec 29, 2022 |
Breaching Response - SLA | A card number widget displaying the number of tickets that are breaching the response SLA | Apr 26, 2022 | Dec 10, 2022 |
Autotask / Amount On Invoices 60 Days Past Due | A card number widget displaying the sum on the total for invoices open and 60 days past their due date. | Apr 26, 2022 | Dec 10, 2022 |
Opened By Contact Last 14 Days - Client | A bar chart widget showing the count of tickets opened by contact with creation date for the last 14 days. | Jan 18, 2021 | Jan 05, 2023 |
All Open Tickets - Autotask | A card number showing the count of all open tickets. | Aug 30, 2022 | Dec 10, 2022 |
Average Age of Open Opportunities | A card number displaying the average of the number of days open for each currently open opportunity | Apr 09, 2021 | Jan 24, 2023 |
Completed Tickets By Technician - Current Week | A column chart showing the count of completed tickets in the current week grouped by each technician. | Aug 26, 2022 | Feb 23, 2023 |
Tickets Breaching Resolution Within 60 Minutes | A card number widget displaying the count of tickets breaching resolution within 60 minutes. | Mar 30, 2021 | Feb 23, 2023 |
Tickets Opened by Time of Day - Current Month | A column chart widget displaying the number of tickets opened by hour. | Feb 24, 2022 | Feb 23, 2023 |
Autotask Ticket Opened by Time of Day - 12 Months | A column chart displaying the number of tickets opened hourly from 00:00H as 0 to 23:00H as 23 in the last 12 months | Mar 03, 2022 | Dec 10, 2022 |
Technician Utilization - Today | A column chart showing the sum of actual hours worked today by technician by work type. | Aug 26, 2022 | Dec 10, 2022 |
Currently Open Projects By Status - Autotask | A pie chart widget showing the count of open projects split by status. | May 18, 2021 | Dec 10, 2022 |
Autotask / % Same Day % 3 Day and % 5 Day Close by Month | A column chart displaying the % same day close, % 3 day close, and % 5 day close grouped per month. | Apr 25, 2022 | Feb 23, 2023 |
Bottom 50 Contracts Effective Rates | Per Customer | A bar graph displaying the bottom 50 customers in terms of effective rates | Dec 02, 2022 | Feb 26, 2023 |
Total Labour Hours | Autotask | (For Selected Date Range) | Shows the total labor hours for the selected date range | Mar 13, 2023 | May 18, 2023 |
Open Tickets - Client Portal | A card number widget displaying the count of tickets without a completed date thus status is Open. Notes: With Client Portal Slicer. For Client Portal Use. | Jun 09, 2022 | Dec 10, 2022 |
Tickets Opened Last 60 Days__ | This widget uses a card number to show the number of Tickets Opened Last 60 Days and is in a queue under the Help Desk. | Jan 24, 2021 | Feb 23, 2023 |
Projects Starting This Week - Autotask | A card number widget displaying the count of projects that are starting in the current week. | May 18, 2021 | Jan 20, 2023 |
Open vs. Closed Tickets - Trailing 30 Days | A line chart widget displaying the two layers which are the count of tickets opened by day for the last 30 days and the count of tickets completed by day for the last 30 days. | Mar 26, 2021 | Dec 10, 2022 |
Outstanding Stale Tickets Per Resource Autotask (Yesterday) | A column chart widget for all unresolved tickets last modified date was yesterday and the status is still not complete. Drill down result shows ticket number, date opened, last activity date, Ticket status, Summary of the ticket, Resource handling the ticket, and Company name. | Jul 25, 2022 | Feb 23, 2023 |
Service Calls Scheduled to Start by Resource - Current Week | Bar Chart to display number of service calls to start by resource for the current week | Jul 11, 2022 | Dec 10, 2022 |
Tickets Opened Previous Month | A card number showing the count of tickets with a created date from the previous month. | May 24, 2022 | Feb 24, 2023 |
Hours Worked By Technician - Yesterday | A column chart showing the sum of hours worked by each technician yesterday. | Aug 29, 2022 | Dec 29, 2022 |
Tickets Opened By Contact - Last 365 Days | A bar chart widget showing the count of tickets opened by contact with creation date for the last 365 days. | Sep 22, 2022 | Feb 23, 2023 |
Completed Tickets With No Time Entry - Last 30 Days | A column chart showing the count of completed tickets with no time entries in the last 30 days, grouped by technician. | Sep 01, 2022 | Feb 23, 2023 |
SLA - Response | SLA - Response | May 31, 2022 | Feb 23, 2023 |
Bot - In Progress Within 30 Minutes | A table that lists the count of tickets in progress within 30 minutes per manager | Jun 15, 2021 | Dec 10, 2022 |
Waiting On Customer - Client | A card number widget displaying the count of tickets without a completed date and in "Waiting Customer" status. | Mar 29, 2021 | Dec 10, 2022 |
Tickets Opened By Contact - Last 30 Days | A bar chart widget showing the count of tickets opened by contact with creation date for the last 30 days. | Sep 22, 2022 | Dec 10, 2022 |
Stale Tickets Per Resource - Autotask (Today) | A column chart widget for all unresolved ticket that are not updated for the last 3 days. | Jul 27, 2022 | Feb 23, 2023 |
Hours Worked By Employee By Week - Current Month | This widget is a column-type widget that calculates and displays the number of hours worked by the employee and is grouped by the specific week in the current month. | Aug 03, 2022 | Dec 10, 2022 |
Tickets Opened By Contact - Last 90 Days | A bar chart widget showing the count of tickets opened by contact with creation date for the last 90 days. | Sep 06, 2022 | Dec 10, 2022 |
Projects - Stale | This is a count of tickets with no completed date and no activity in 7 days. | Jul 08, 2022 | Jan 23, 2023 |
Same Day Completed % Last 90 Days- Autotask | A card number widget showing the percentage of tickets completed on the same day they were created to for the tickets completed in the last 90 days. | Jan 22, 2021 | Dec 10, 2022 |
Hours Worked Per Resource - Current Week | A table showing the hours worked per resource per day in the current week | Aug 30, 2022 | Dec 10, 2022 |
Currently Open Projects Per Project Lead - Autotask | A column chart widget showing the count of open projects by project lead. | May 17, 2021 | Dec 10, 2022 |
Autotask Breaching Resolution [Bot] | A table showing unresolved tickets due to be resolved in the next 4 hours | Jul 26, 2022 | Feb 24, 2023 |
Tickets 3 Days Waiting On Client | A geid widget that lists the tickets with a status set to "Waiting Customer" and a last activity date earlier than 3 days ago. | Mar 12, 2021 | Dec 10, 2022 |
NextTicket For Autotask - NextTicket User Utilization Last 30 Days | A column chart showing the NextTicket user's utilization rate in the last 30 days, including the current day. The rate is equal to the number of updated tickets which are dispatched by the NextTicket app over the total number of updated tickets in Autotask. | Jan 26, 2022 | Feb 13, 2023 |
Tickets Opened by Type - Previous Quarter - Autotask | A pie chart wodget that provides an overview of the current type of each of your company's tickets opened in the previous quarter. | Jan 14, 2021 | Feb 23, 2023 |
Open - Autotask | A card number displaying the count of tickets with no completed date | Jan 15, 2021 | Jan 11, 2023 |
Tickets Opened by Time of Day - Last 12 Months | A column chart widget displaying the number of tickets opened by hour in the last 12 months. | Feb 24, 2022 | Feb 23, 2023 |
Tickets Resolved vs Created Last Month | This column widgets shows the Created vs resolved in the previous month. | Sep 07, 2022 | Dec 10, 2022 |
Autotask Ticket in Progress Too Long [Bot] | A widget for a bot that will show the tickets that are in progress in the last 2 hours for Autotask integration. | Jul 18, 2022 | Dec 10, 2022 |
Active Opportunities By Sales Rep By Stage | A bar chart showing the sum of the amount on open opportunities split out by sales rep by stage. | Apr 08, 2021 | Jan 24, 2023 |
New - Autotask | A card number widget displaying the count of new tickets. | Jan 10, 2022 | Jan 16, 2023 |
Currently Open Tickets By Type - Autotask | A pie chart widget showing an overview of the current type of each of your company's tickets with no completed date. | Jan 15, 2021 | Jan 11, 2023 |
MRR Details - Current Month | The corresponding MRR detailed entries for this month | Jun 07, 2022 | Dec 10, 2022 |
In Progress - Autotask | A card number widget displaying the count of tickets with no completed date or resolved date, but has set the SLA status of resolution plan. | Jan 15, 2021 | Feb 02, 2023 |
Stale Opportunities by Rep - Autotask | A bar chart showing the count of open opportunities with a last activity date earlier than 14 days ago split out by sales rep | Apr 14, 2021 | Jan 24, 2023 |
Amount Closing Next 30 Days by Rep - Autotask | A bar chart showing the sum of the amount of open opportunities with a projected close date in the next 30 days split out by sales rep | Apr 14, 2021 | Jan 24, 2023 |
Tickets Opened by Time of Day - Last 30 Days | A column chart widget displaying the number of tickets opened by hour in the last 30 Days | Aug 31, 2022 | Feb 24, 2023 |
MRR This Month | Summary of MRR information this month | Jun 02, 2022 | Dec 10, 2022 |
Completed Tickets Per Client | A column chart showing the count of completed tickets in the current week grouped by client. | Aug 26, 2022 | Dec 10, 2022 |
Active Contacts By Client | A table list showing the count of active contacts by company in the current year by month. | Jul 25, 2022 | Dec 10, 2022 |
Open Tickets by Tech - Client Portal | A column chart widget showing the count of tickets without a completed date split out by technicians. Notes: With Client Portal Slicer. For Client Portal Use. | Jun 09, 2022 | Feb 23, 2023 |
Opened By Contact Last 14 Days - Client Portal | A bar chart widget showing the count of tickets opened by contact with creation date for the last 14 days. Notes: With Client Portal Slicer. For Client Portal Use. | Jun 09, 2022 | Feb 24, 2023 |
Contract Effective Rate | A card number showing the overall effective rate for the selected date range | Nov 30, 2022 | Feb 26, 2023 |
NextTicket For Autotask - Technician Using NextTicket App For The Last 7 Days | A column chart that shows the technicians and the count of their updated tickets dispatched by the NextTicket app for the last 7 days, including the current day. | Jan 26, 2022 | Feb 13, 2023 |
Tickets Opened By Contact - Last 14 Days | A bar chart widget showing the count of tickets opened by contact with creation date for the last 14 days. | Sep 22, 2022 | Feb 23, 2023 |
Opened Vs Closed Last 14 Days - Client Portal | A bar chart showing the count of tickets opened by day and completed by day over the last 14 days Notes: With Client Portal Slicer. For Client Portal Use. | Jun 09, 2022 | Feb 23, 2023 |
MRR By Month - Last 12 Months | This widget shows the MRR for the last 12 months. | Jun 07, 2022 | Dec 10, 2022 |
Future Warranty Expirations | Future Warranty Expirations | Jun 01, 2022 | Dec 10, 2022 |
Tickets Opened Avg Per Day (M-F Only) - Current Month | Grid Widget to show average opened tech tickets open Monday to Friday only | Aug 03, 2022 | Dec 10, 2022 |
Time Entries With Missing Work Type - Last 30 Days | A column chart showing the count of associated tickets to time entries with missing work type in the last 30 days, grouped by technician. | Sep 01, 2022 | Dec 10, 2022 |
Autotask Total Projects | Shows total count of active projects for the filtered projects | Jan 31, 2023 | Mar 06, 2023 |
Autotask | Budget Hours On Schedule | Shows the count of active projects with actual labor hours not exceeding the budget hours | Feb 06, 2023 | Mar 06, 2023 |
Autotask NextTicket App User Count Last 16 Weeks | A weekly report of the last 16 weeks, showing the count of users using the NextTicket App. | Jan 17, 2022 | Dec 23, 2022 |
Autotask On Track | Budget Hours | Shows the percentage of active projects with actual labor hours not exceeding the budget hours | Jan 31, 2023 | Mar 06, 2023 |
Autotask Project Detail | A table showing project details that affect the project completion such as % Budget Remaining, Start Date, and Scheduled Date. | Jan 31, 2023 | Mar 06, 2023 |
Autotask Projects | On Track Budget Hours | Shows the percentage of active projects with actual labor hours not exceeding the budget hours | Feb 03, 2023 | Mar 06, 2023 |
Projects - Aging | This widget shows count of tickets without a completed date and are older than 14 days. | Sep 07, 2022 | Jan 24, 2023 |
Average Time to First Response - Last 90 Days - Autotask | A card number widget displaying the average time to first response in calendar minutes for tickets with a first response date in the last 90 days. | Jan 22, 2021 | Feb 23, 2023 |
Hours Worked by Client - This Week | A pie chart widget showing the sum of hours worked this week (Monday to Sunday) split out by client. | Oct 12, 2022 | Dec 10, 2022 |
Hours Worked by Client - Last Week | A pie chart widget showing the sum of hours worked last week (Monday to Sunday) split out by client. | Jan 13, 2021 | Dec 10, 2022 |
Autotask Total Budget Hours | Shows the total budget hours for the filtered projects | Jan 31, 2023 | Mar 06, 2023 |
Stale Opportunities - Autotask | A card number displaying the count of open opportunities with a last activity date earlier than 14 days ago. | Apr 07, 2021 | Jan 24, 2023 |
Opportunities Created Today - Autotask | A card number displaying the count of opportunities created today. | Apr 07, 2021 | Jan 24, 2023 |
Opportunities by Lead Referral | A pie chart showing the count of open opportunities split by lead referral (source) | Apr 08, 2021 | Jan 24, 2023 |
Autotask CPI | Shows the overall Cost Performance Index for the filtered projects. Computed as the ratio of budget hours and actual labor hours. | Jan 31, 2023 | Mar 06, 2023 |
Business Unit Hours | Per Team | Autotask | A table showing the total hours and percentage worked on Business Units by each team | Feb 24, 2023 | Mar 27, 2023 |
Autotask | Delivery On Schedule | Shows the count of active projects that are not beyond the scheduled completion date | Feb 06, 2023 | Mar 06, 2023 |
Projects |On Track Delivery Date | Shows the percentage of active projects that are not beyond the scheduled completion date | Feb 04, 2023 | Mar 06, 2023 |
Autotask Total Hours Actual | Shows the total actual labor hours for the filtered projects | Jan 31, 2023 | Mar 06, 2023 |
Autotask On Track | Delivery Date | Shows the percentage of active projects that are not beyond the scheduled completion date | Jan 31, 2023 | Mar 06, 2023 |
Tickets In New Status | A card number widget displaying the count of tickets with a status of New from the tickets updated in the last 14 days. | Apr 27, 2022 | Dec 10, 2022 |
Work Category Hours | Per Team | Autotask | A table showing the total hours and percentage worked on Work Categories by each team. | Feb 03, 2023 | Mar 08, 2023 |
AT Avg Late Hours per Time Entry in MSP | This is the ratio of hours late per time entry within the company for the last 7 days (the previous 7 days before today). This is calculated by dividing the number of hours entered late by the total number of time entries. | Jun 11, 2021 | Jan 03, 2023 |
Work Category Hours | Per Technician | Autotask | A table showing the total hours and percentage worked on Work Categories by each technician. | Feb 03, 2023 | Mar 08, 2023 |
Active Opportunities | A card number displaying the count of open opportunities in which the status is not in Closed, Lost, or Not Ready To Buy. | Apr 06, 2021 | Jan 24, 2023 |
Kill Rate - Today | This widget shows the ratio of closed to opened tickets today. | Nov 01, 2022 | Dec 10, 2022 |
Projects - Overdue | This is a count of tickets with no completed date and a due date earlier than today for the level 1 Que | Jul 08, 2022 | Feb 22, 2023 |
Tickets Opened per Client Top 20 - Current Month | Shows the number of tickets opened per client in the last month. (Top 20 only) | Aug 03, 2022 | Dec 10, 2022 |
Resource Billable Hours Utilization - Current Week | A grid widget that lists the resource billable hours utilization for the current week. | Jan 14, 2021 | Dec 10, 2022 |
Autotask Ticket Opened by Time of Day - Last 30 Days | A column chart displaying the number of tickets opened hourly from 00:00H as 0 to 23:00H as 23 in the last 30 days | Mar 03, 2022 | Dec 10, 2022 |
Hours Worked By Client Last 30 Days - Top 15 | A bar chart widget showing the sum of hours worked last 30 days split out by client and showing only the top 15. | Mar 23, 2021 | Dec 10, 2022 |
Stale Tickets - Autotask | A card number showing the count of open tickets that doesn't have an update within the last 3 days. | Aug 26, 2022 | Dec 10, 2022 |
Tickets Closed Last 60 Days - Autotask | A card number widget showing the count of tickets that are closed in the last 60 days. | Jan 22, 2021 | Dec 10, 2022 |
Hours Worked By Technician - Current Week | A column chart showing the sum of hours worked by each teachnician in the current week. | Aug 26, 2022 | Dec 10, 2022 |
Projects Created - Current Week - Autotask | A card number widget displaying the count of projects created in the current week. | May 17, 2021 | Jan 20, 2023 |
Hours Worked Yesterday - Autotask | A card number widget displaying the sum of hours worked with a date work of yesterday. | Feb 12, 2021 | Dec 10, 2022 |
Old Tickets | A card number widget displaying the count of old tickets for the last 14 days that are not yet completed. | Jan 19, 2021 | Dec 10, 2022 |
Tickets Pending Resolution Plan | A card number widget displaying the count of tickets with no resolution plan date. | Mar 31, 2021 | Dec 10, 2022 |
Breached Resolution Plan - Autotask | A card number widget displaying the count of tickets that have breached resolution plan. | Jan 27, 2021 | Jan 20, 2023 |
Average Time to First Response - Previous Quarter | This card number widget display the average time to first response in calendar minutes for tickets with a first response date from previous Quarter. | Jan 22, 2021 | Dec 10, 2022 |
Top Weekly Ticket Creators | A column chart widget showing the most active ticket openers for the previous week. | Mar 15, 2021 | Dec 10, 2022 |
Tickets Worked Yesterday - Autotask | A card number widget displaying the count of tickets worked yesterday. | Feb 03, 2021 | Dec 10, 2022 |
Autotask NextTicket App User Count Last 30 Days | Display count of the users using the NextTicket App for the last 30 days. | Jan 17, 2022 | Dec 23, 2022 |
Hours Worked by Employee (Yesterday) | Column Chart to show the hours worked by employees from yesterday and were only created from Yesterday, Drill down result shows ticket number, date opened, Last Modified, Ticket status, Summary of the ticket, Resource handling the ticket, Company name and Billable Hours. | Jul 25, 2022 | Dec 10, 2022 |
Board | Opened vs Opened/Closed Same Day - Autotask | A bar graph showing the count of tickets that were closed on the same day it was opened per board | Mar 09, 2023 | Apr 13, 2023 |
Business Unit Hours | Per Technician | Autotask | A table showing the total hours and percentage worked on Business Units by each technician. | Feb 24, 2023 | Mar 27, 2023 |
Opened Vs Closed Last 14 Days - Client | A bar chart showing the count of tickets opened by day and completed by day over the last 14 days | Mar 30, 2021 | Feb 13, 2023 |
Resource Scorecard This Week | This widget is a collection of data for every resource in your company. It shows tickets open, closed, hours worked, billed, and tickets updated. | May 04, 2022 | Mar 24, 2023 |
AT Late Time Entries Per User | This is the ratio of late time entries per user for the last 7 days (ie. the previous 7 days before today). This is calculated by dividing the number of late time entries by the number of users. The lower the number, the better. | Jun 11, 2021 | Apr 09, 2023 |
Average Time to Resolution (Hours) | This card number widget display the average time to resolution for tickets resolved in the last 30 days. | Jan 22, 2021 | Feb 21, 2023 |
Budget Hours On Schedule - Autotask | Shows the count of active projects with actual labor hours not exceeding the budget hours | Mar 16, 2023 | Mar 27, 2023 |
Tickets Scheduled in the Next 5 Days | Autotask | A grid showing the details of the tickets that is scheduled in the next 5 days. | Mar 30, 2023 | Apr 30, 2023 |
SLA Open - Autotask | A card number widget displaying the count of Open or Unresolved tickets based on SLA data | Feb 04, 2022 | Feb 24, 2023 |
Tickets Closed Month-to-Date | A card number widget showing the count of tickets with a completed date in the current month to date. | Jan 15, 2021 | Feb 24, 2023 |
Currently Open Tickets - by Status | A pie chart widget that displays the count of tickets by status. | Mar 09, 2021 | Feb 24, 2023 |
Tickets Closed In The Last 30 Days | A card number widget showing the count of tickets with a completed date in the last 30 days. | Jan 22, 2021 | Feb 24, 2023 |
Stale Autotask | This widget is a count of tickets with no completed date and no activity in 3 days. | Sep 06, 2022 | Feb 24, 2023 |
Tickets Open Card | Tickets Open | Jun 28, 2022 | Feb 24, 2023 |
Tickets Aging 7 Days | A card number showing the count of tickets with age of equal to or greater than 7 days. | Aug 30, 2022 | Feb 24, 2023 |
Tickets in New Status | A card number widget displaying the count of tickets with a status of New. | Mar 29, 2021 | Feb 24, 2023 |
Tickets Resolved Per Resource - Last 7 days | A bar chart widget showing the count of tickets resolved in the last 7 days, divided per resource and day. | Jan 15, 2023 | Feb 24, 2023 |
Tickets By Issue Type Last 14 Days - Client | A pie chart widget showing the count of tickets by issue type opened in the last 14 days. | Mar 12, 2021 | Feb 24, 2023 |
Tickets Closed Last Month - Autotask | A card number widget showing the count of tickets completed in the previous month. | Feb 22, 2023 | Feb 22, 2023 |
Tickets Opened Previous Quarter | A card number widget showing the count of tickets with a created date of the previous quarter. | Jan 14, 2021 | Feb 22, 2023 |
Tickets Resolved Per Resource Per Priority - Today | A bar chart widget showing the count of tickets resolved today per resource and priority. | Mar 15, 2021 | Feb 22, 2023 |
Hours By Type/Sub (Last 30 Days) | Hours By Type/Sub (Last 30 Days) | Jun 01, 2022 | Feb 24, 2023 |
Most Active Users - Previous Month | This bar chart displays the most active ticket openers for the previous calendar month. | May 24, 2022 | Feb 24, 2023 |
Tickets Overdue Per Resource | A bar chart widget showing the count of tickets overdue per resource. | Mar 31, 2021 | Feb 22, 2023 |
Opened Tickets - Autotask | A card number showing the count of tickets opened/created in the selected date range | Jan 16, 2023 | Feb 22, 2023 |
Autotask / % 3 Day % 5 Day Close and % Same Day Close by Priority | A bar chart displaying the % 3 day close, % 5 day close, and % same day close grouped per priority. | Apr 25, 2022 | Feb 24, 2023 |
Priority 2 Open Tickets | A card number showing the count of open tickets under Priority 2 | Jan 15, 2023 | Feb 24, 2023 |
Ticket Types (Last 30 Days) -Template | Ticket Types (Last 30 Days) -Template | Jun 10, 2022 | Feb 22, 2023 |
Average Time To First Response | This card number widget display the average time to first response in calendar minutes for tickets with a first response date in the last 30 days. | Jan 22, 2021 | Feb 24, 2023 |
Resource Scorecard Today | This widgets shows the collection of data for every resource in your company. It shows tickets open, closed, hours worked, billed, and tickets updated. | Jul 11, 2022 | Feb 22, 2023 |
Ticket Source (Last 30 Days) - Template | Ticket Source (Last 30 Days) - Template | Jun 10, 2022 | Feb 24, 2023 |
Total Budget Hours - Autotask | Shows the total budget hours for the filtered projects | Mar 16, 2023 | Mar 27, 2023 |
Tickets Opened And Closed - Last 14 Days | A bar chart widget showing the count of tickets opened by day and the count of tickets completed by day for the last 14 days. | Mar 30, 2021 | Feb 24, 2023 |
Scheduled Today | This card number widget contains the number of tickets with the due date of today and are not yet closed. | Apr 27, 2022 | Feb 24, 2023 |
Assigned - Autotask | A card number widget displaying the count of tickets without a completed date and have an assigned tech. | Jan 14, 2021 | Feb 22, 2023 |
Tickets Opened This Week - Autotask | A card number widget displaying the count of tickets opened this week. | Mar 26, 2021 | Feb 24, 2023 |
Resolved This Week - Autotask | A card number displaying the count of tickets resolved today | Jul 07, 2022 | Feb 22, 2023 |
Tickets Waiting - Autotask | A card number widget displaying the count of tickets that currently have a "Waiting" status. | Feb 04, 2022 | Feb 24, 2023 |
Tickets Resolved Today by Engineer | A bar chart widget showing the count of tickets with a resolution date of today split out by assigned technician. | Mar 31, 2021 | Feb 22, 2023 |
Open Tickets by Client | A column chart widget showing the count of tickets without a completed date split out by Client. | Apr 26, 2022 | Feb 24, 2023 |
Tickets Due Today Per Resource | A bar chart widget showing the count of tickets without a resolved date and with a due date of today per resource. | Mar 12, 2021 | Feb 22, 2023 |
Autotask / SLA Performance Met % | A card number displaying the ratio of the count of tickets resolved within the agreement to the count of tickets resolved in the last 14 days. | Apr 25, 2022 | Feb 24, 2023 |
Autotask Tickets Need Quote [Bot] | A widget that will show the list of tickets that are by status. | Jul 18, 2022 | Feb 24, 2023 |
Total Tickets Opened (Yesterday) | Card Number widget to show Tickets that have been opened from yesterday and status of the tickets comprise all. Drill down result shows ticket number, date opened and Closed, Ticket status, Summary of the ticket, Resource handling the ticket, and Company name. | Jul 25, 2022 | Feb 24, 2023 |
Open Tickets by Client-Autotask | A column chart widget showing the count of tickets without a completed date split out by Client. | Jun 02, 2022 | Feb 24, 2023 |
Opened vs. Closed Tickets - Previous Month | This is a line chart with layers showing: 1. A count of tickets opened by day for the previous Month 2. A count of tickets completed by day for the previous Month | May 24, 2022 | Feb 24, 2023 |
Tickets Opened (Yesterday) | Card Number widget to show Tickets opened from yesterday and status is still not complete. Drill down result shows ticket number, date opened, Ticket status, Summary of the ticket, Resource handling the ticket, and Company name. | Jul 25, 2022 | Feb 24, 2023 |
Kill Rate % - Today | This widget shows the percentage ratio of closed to opened tickets today. | Nov 01, 2022 | Feb 24, 2023 |
Average Time to Resolution - Previous Quarter - Autotask | A card number widget that displays the average time of resolution for the tickets in the previous quarter. | Jan 22, 2021 | Feb 24, 2023 |
Open Tickets by Tech - Client | A column chart widget showing the count of tickets without a completed date split out by technicians. | Mar 26, 2021 | Feb 24, 2023 |
Tickets Opened By Sub-Type - Trailing 30 Days | This column chart provides an overview of the current sub-type of each of your company's tickets opened in the past 30 days. | Apr 07, 2021 | Feb 24, 2023 |
Tickets 7 Days with No Activity | A card number widget displaying the count of tickets with no completed date and no update in the last 7 days. | Mar 29, 2021 | Feb 24, 2023 |
Opened Today - Autotask | A card number widget displaying the count of tickets with a created date of today. | Jan 10, 2022 | Feb 24, 2023 |
Oldest Ticket List | A table that lists the tickets that are currently open, oldest at the top | Feb 26, 2021 | Feb 24, 2023 |
Breaching Resolution - SLA | A card number widget displaying the count of tickets that are breaching the resolution SLA. | Jul 26, 2022 | Feb 24, 2023 |
Completed Tickets - Current Week | A progress tracker showing the count of tickets that were completed in the current week. | Aug 26, 2022 | Feb 24, 2023 |
Tickets Opened By Day - Current Month | Shows the number of tickets opened by day in the current month. | Aug 03, 2022 | Feb 24, 2023 |
Tickets By Issue Type Last 14 Days - Client Portal | A pie chart widget showing the count of tickets by issue type opened in the last 14 days. Notes: With Client Portal Slicer. For Client Portal Use. | Jun 09, 2022 | Feb 24, 2023 |
Tickets Closed In The Last 7 Days | A card number displaying the count of tickets with a completed date in the last 7 days | Mar 12, 2021 | Feb 24, 2023 |
First Response Failed Tickets | A card number showing the count of tickets that didn't meet the first response sla in the date period of current week. | Aug 25, 2022 | Feb 24, 2023 |
No Charge Per Day | Autotask | A bar graph showing the daily trend of total No Charge hours for the selected team/s and date ranges | Feb 23, 2023 | Mar 26, 2023 |
Total Hours Actual - Autotask | Shows the total actual labor hours for the filtered projects | Mar 16, 2023 | Mar 27, 2023 |
Opened Tickets Last 8 Weeks | A column chart showing the count of opened tickets per week in the last weeks. | Aug 26, 2022 | Feb 23, 2023 |
Waiting On Customer - Client Portal | A card number widget displaying the count of tickets without a completed date and in "Waiting Customer" status. Notes: With Client Portal Slicer. For Client Portal Use. | Jun 09, 2022 | Feb 23, 2023 |
Tickets Breaching Response Within 60 Minutes | A card number widget displaying the count of tickets breaching response within 60 minutes. | Mar 30, 2021 | Feb 23, 2023 |
Response over 60 mins Today | This is a count of tickets with a created date of today. | Jul 11, 2022 | Feb 23, 2023 |
Ticket Type | A pie chart showing the number of IDs of each type created in previous month. | May 24, 2022 | Feb 23, 2023 |
1st Response Resolution - This Week | This card number widget display the count of tickets completed this week (Monday-Sunday) with only 1 associated time entry | Jan 14, 2021 | Feb 23, 2023 |
Average Time to Resolution This Week | A card number showing the average time to resolution of tickets that were resolved in the current week. | Aug 26, 2022 | Feb 23, 2023 |
Tickets Opened Last Month - Autotask | A card number showing the count of tickets with a created date of the previous month. | Jan 18, 2021 | Feb 23, 2023 |
Tickets Opened Yesterday | A card number widget displaying the count of tickets with a creation date of yesterday. | Mar 15, 2021 | Feb 23, 2023 |
Waiting On Customer | A card number widget displaying the count of tickets with no completed date and current status of Waiting for Client. | Mar 15, 2021 | Feb 23, 2023 |
Tickets Created - Previous Month | Tickets Created - Previous Month | Jun 28, 2022 | Feb 23, 2023 |
Stale (No Activity > 3 Days) | This widget shows the count of tickets with no activities more than 3 days. | Oct 27, 2022 | Feb 23, 2023 |
Open Tickets Per Resource | A column chart showing the count of open tickets per resource. | Mar 01, 2021 | Feb 23, 2023 |
Tickets - Previous Month | Tickets- Previous Month | Jun 28, 2022 | Feb 23, 2023 |
Tickets Breaching Resolution Within 60 Minutes By Resource | A grid widget that lists the count of tickets breaching resolution within 60 minutes by resource. | Mar 12, 2021 | Feb 23, 2023 |
Tickets Open By Priority | A bar chart showing the count of tickets without a completed date split out by priority | Mar 30, 2021 | Feb 23, 2023 |
Tickets Breaching Response Within 60 Minutes By Resource | A grid widget that lists the count of tickets breaching response within 60 minutes by resource. | Mar 12, 2021 | Feb 23, 2023 |
Priority 1 Open Tickets | A card number showing the count of open tickets under Priority 1 urgency. | Jan 15, 2023 | Feb 23, 2023 |
Open Tickets Older Than 14 Days Per Resource | A table that lists the open tickets with age greater than or equal to 14 by resource | Mar 01, 2021 | Feb 23, 2023 |
Top Ticket Creators Last 30 Days | A bar chart showing the most active ticket openers for the previous calendar month. | Mar 15, 2021 | Feb 23, 2023 |
Breached Response - Autotask | A card number widget displaying the number of tickets that have breached response | Jan 27, 2021 | Feb 23, 2023 |
Customer Note Added (Yesterday) | A card number widget displays the count of tickets that are not completed thus the status is Open and needs follow-up and the status is Customer note added Drill down result shows ticket number, date opened, Ticket status, Summary of the ticket, Resource handling the ticket, and Company name. | Jul 25, 2022 | Feb 23, 2023 |
Tickets Currently Open - Autotask | A card number widget displaying the count of tickets with no completion date. | Mar 26, 2021 | Feb 23, 2023 |
Stale - Autotask | A card number widget displaying the count of tickets with no completed date and no activity in 3 days. | Mar 12, 2021 | Feb 23, 2023 |
Tickets Pending Response | A card number widget displaying the count of tickets with no first response date. | Mar 15, 2021 | Feb 23, 2023 |
Kill Rate % Today | A card number displaying the ratio of closed to open tickets today | Jul 07, 2022 | Feb 24, 2023 |
Projects | On Track Delivery Date - Autotask | Shows the percentage of active projects that are not beyond the scheduled completion date | Mar 16, 2023 | Mar 27, 2023 |
Kill Rate % Last 7 Days | A table displaying the daily ratio of closed to open tickets in the last 7 days | Feb 07, 2022 | Feb 23, 2023 |
Most Active Users - Previous Quarter- Autotask | A bar chart widget that displays the most active ticket openers for the previous quarter. | Jan 08, 2021 | Mar 07, 2023 |
Average Time To Resolution - Last 90 Days | A card number widget that displays the average amount of time it takes for your support team to make a resolved tickets in hours. This counts tickets with a resolution date in the last 90 days. The time is in calendar hours. | Jan 22, 2021 | Feb 23, 2023 |
Unassigned Tickets/ No Assigned Resources [Bot] | A card number widget showing the total number of unassigned tickets or tickets that have no assigned resources for Autotask integration. | Jul 14, 2022 | Feb 23, 2023 |
Tickets By Issue Type Last 14 Days | A pie chart widget showing the count of tickets by issue type opened in the last 14 days. | Jun 02, 2022 | Feb 23, 2023 |
Customer Note Added | A card number widget displaying the count of tickets without a completed date thus status is Open. | Jul 27, 2022 | Feb 23, 2023 |
Tickets Assigned By Tech (By Client) | A bar chart showing which engineers are assigned to the most tickets, broken down further by client and only shows tickets with no completed date | Mar 12, 2021 | Feb 23, 2023 |
Average Time to First Response This Week | A card number that shows the average time to first response to tickets that were responded in the current week. | Jan 25, 2021 | Feb 23, 2023 |
[Goal] Tickets Resolved - This Week | A card number widget displaying the count of tickets with a resolution date of current week (Sunday to Saturday). | Feb 24, 2021 | Feb 23, 2023 |
High Priority Tickets | This card number widget contains the number of tickets under high priority. | Apr 27, 2022 | Feb 23, 2023 |
Opened Tickets Today | A card number displaying the count of tickets with a created date of today | Jan 18, 2021 | Feb 23, 2023 |
Tickets Closed Yesterday | A card number displaying the count of tickets with a completed date of yesterday. | Mar 29, 2021 | Feb 23, 2023 |
Tickets Breaching Resolution Plan Within 60 Minutes By Resource | A grid widget that lists the count of tickets breaching resolution plan within 60 minutes by resource. | Mar 12, 2021 | Feb 23, 2023 |
Tickets Resolved Today - Autotask | A card number widget displaying the count of tickets with a resolution date of today. | Jan 21, 2021 | Feb 23, 2023 |
Oldest Ticket | Created | Autotask | This shows the age of the oldest active tickets based on the ticket created date | Mar 07, 2023 | Apr 13, 2023 |
Active Tickets | Queue | Autotask | A bar graph showing the count of active tickets per current Queue | Mar 08, 2023 | Apr 13, 2023 |
Realized Hours Per Technician | Projects (Billable) | Autotask | A bar graph showing billable hours per technician against projects. | Feb 01, 2023 | Mar 07, 2023 |
Autotask Utilization Analysis App Settings | This formlist is for the Autotask Utilization Analysis Settings | Mar 23, 2023 | Apr 23, 2023 |
Average Time to Resolution - Last 30 Days | Autotask | A card number widget that displays the average amount of time it takes for your support team to make a resolved tickets in hours. This counts tickets with a resolution date in the last 30 days. The time is in calendar hours. | Mar 23, 2023 | Mar 23, 2023 |
Utilized Hours Trend | Autotask | A bar graph that shows monthly utilized hours for the last 12 months. | Jan 27, 2023 | Jul 06, 2023 |
Ticket and Labor | Customer | Autotask | A table showing the ticket count, labor hours, resolved tickets, and average minutes to resolve per customer | Mar 13, 2023 | Jun 23, 2023 |
Team GPS - Billable Utilization Last 7 Days | Autotask | Shows a detailed breakdown of billable hours last 7 days per member | Jul 28, 2023 | Aug 27, 2023 |
Ticket and Labor | Queue | Autotask | A table showing the ticket count, labor hours, resolved tickets, and average minutes to resolve per Queue | Mar 13, 2023 | Apr 13, 2023 |
Ticket and Labor | Subtype | Autotask | A table showing the ticket count, labor hours, resolved tickets, and average minutes to resolve per ticket subtype | Mar 13, 2023 | Jun 23, 2023 |
Team GPS - Member First Touch Resolution Last 7 Days Ticket Details | Autotask | Member Details with Drill through for ticket id, board name, summary resolved by, resolved date, and time_entry count. Shows a count of tickets resolved by a member that has equal to or less than 1-time entries. | Jul 28, 2023 | Jul 31, 2023 |
Autotask Projects | Project Manager | A bar graph showing the count of active projects handled by each project manager in decreasing order. | Feb 06, 2023 | Mar 09, 2023 |
Autotask Projects | Project Customer | A bar graph showing the count of active projects per customer in decreasing order. | Feb 06, 2023 | Mar 09, 2023 |
Autotask Projects Days to Completion | Per Customer | A grid table showing the count of active projects per release date group on a per customer level | Feb 06, 2023 | Mar 09, 2023 |
Autotask Projects | Project Status | A bar graph showing the count of active projects per project status in decreasing order. | Feb 06, 2023 | Mar 09, 2023 |
Autotask Projects | Project Type | A bar graph showing the count of active projects per project type in decreasing order. | Feb 06, 2023 | Mar 09, 2023 |
Autotask Projects Set to Delivery | Next 4 Weeks | A bar graph showing the count of active projects that are scheduled to be completed in the next 4 weeks, divided per week. | Feb 06, 2023 | Mar 09, 2023 |
Contract Margin Review | A table that enables users to categorize contract types and customers by profit margin values per month | Dec 02, 2022 | Mar 07, 2023 |
Ave. Ticket Age | Ticket Created | Autotask | Shows the average age of active tickets (non-child, non-internal) based on the ticket created date | Mar 07, 2023 | Apr 13, 2023 |
Team GPS - Average Billable Hours Last 7 Days | Autotask | Shows a detailed breakdown of billable hours last 7 days per member | Jul 27, 2023 | Aug 27, 2023 |
Breached Resolution - Autotask | A card number widget displaying the count of tickets that have breached resolution. | Feb 04, 2022 | Mar 30, 2023 |
Average Time to Resolution Plan - Last 30 Days | Autotask | A card number displaying the average time to resolution plan (in hours) for the tickets that were resolution planned in the last 30 days. | Mar 30, 2023 | Mar 30, 2023 |
Oldest Ticket | Last Updated | Autotask | Shows the age of the oldest active tickets based on the last updated date | Mar 07, 2023 | Apr 13, 2023 |
Ticket KPIs Details | Autotask | A table showing values for key ticket KPIs for each customer for the filtered date range | Mar 14, 2023 | Apr 28, 2023 |
Billable Utilized Per Day | Autotask | A bar graph showing the daily trend of total billable utilized hours for the selected team/s and date ranges | Feb 08, 2023 | May 15, 2023 |
Technician Hours Summary | Pre-Period | Autotask | A table showing a breakdown of utilization metrics per technician for the selected date ranges (ex: Utilization, Realization, Billable, Do Not Bill, No Charge). Follows the Pre Period Slicer. | Feb 02, 2023 | May 12, 2023 |
Autotask | Ticket Age | Ticket Created | Per Priority | A bar graph showing the active tickets per priority and age group based on ticket created date | Mar 08, 2023 | Apr 13, 2023 |
Board | Opened/Closed Same Day | % of Entered - Autotask | A bar graph showing the % of tickets that were closed on the same day it was opened per board | Mar 09, 2023 | Apr 13, 2023 |
Team Hours Summary | Pre-Period | Autotask | A table showing a breakdown of utilization metrics per team for the selected date ranges (ex: Utilization, Realization, Billable, Do Not Bill, No Charge) Follows the Pre-Period slicer | Feb 02, 2023 | May 12, 2023 |
Labor | Autotask | This widget shows monthly trend of total labor hours | Mar 13, 2023 | Apr 13, 2023 |
Realization | Autotask | A progress tracker widget that displays the percentage of realized hours over the staff available hours. | Jan 26, 2023 | May 12, 2023 |
Staff By Month | Autotask | A bar graph showing the monthly trend of the staff count for the last 12 months | Jan 27, 2023 | May 12, 2023 |
Staff Available Hours | Autotask | A card number showing the total staff available hours of the selected technicians for the selected date ranges Computed as: Available Hours minus PTO hours | Jan 26, 2023 | May 12, 2023 |
Billable Utilization | Autotask | A progress tracker widget that displays the percentage of billable utilized hours over the staff available hours. | Jan 27, 2023 | May 12, 2023 |
Utilization | Autotask | A progress tracker widget that displays the percentage of utilization hours over the staff's available hours. | Jan 26, 2023 | May 12, 2023 |
Staff Count | Autotask | A card number widget displaying the count of staff with recorded time entries | Feb 01, 2023 | May 15, 2023 |
Staff Billable Days | Autotask | A card number showing equivalent staff billable days of the selected technicians for the selected date ranges. Computed as: Staff Available Hours divided by 8 hours. | Jan 26, 2023 | May 12, 2023 |
% Utilization | Autotask | A card number that shows utilization as a % of staff available hours | Jan 27, 2023 | May 12, 2023 |
Utilized/Day | Autotask | A card number widget displaying the total utilized hours of technicians per day. | Jan 27, 2023 | May 12, 2023 |
Utilized Hours | Autotask | A card number widget displaying the total utilized hours of technicians. | Jan 27, 2023 | May 12, 2023 |
% Realization | Autotask | A card number that shows realization as a % of staff available hours | Jan 27, 2023 | May 12, 2023 |
Realized Hours | Autotask | A card number widget displaying the total realized hours of technicians. | Jan 27, 2023 | May 12, 2023 |
Realized/Day | Autotask | A card number widget displaying the total realized hours of technicians per day. | Jan 27, 2023 | May 12, 2023 |
% Billable Utilization | Autotask | A card number that shows billable utilization as a % of staff available hours. | Jan 27, 2023 | May 12, 2023 |
Autotask | Ticket Age | Last Updated | Per Priority | A bar graph showing the active tickets per priority and age group based on last updated date | Mar 08, 2023 | Apr 13, 2023 |
Billable Utilized Hours | Autotask | A card number widget displaying the total billable utilized hours of technicians. | Jan 27, 2023 | May 12, 2023 |
% Billable Utilization Trend | Autotask | A line graph that shows monthly billable utilized hours, as a % of staff available hours, for the last 12 months. | Jan 27, 2023 | May 12, 2023 |
Available Hours | Autotask | This card number shows the total available hours of the selected technicians for the selected date ranges. Computed as: daily capacity recorded per member * # of weekdays for the selected date range | Jan 26, 2023 | May 12, 2023 |
Tickets Resolved | Month | Autotask | A pivot table showing total count of tickets resolved per team or technician. | Mar 13, 2023 | Apr 14, 2023 |
% Utilization Trend | Autotask | A line graph that shows monthly utilized hours, as a % of staff available hours, for the last 12 months. | Jan 27, 2023 | May 12, 2023 |
% Realization Trend | Autotask | A line graph that shows monthly realized hours, as a % of staff available hours, for the last 12 months. | Jan 27, 2023 | May 12, 2023 |
Reopened Tickets | Autotask | A line graph showing the count of tickets that were reopened, meaning it was tagged as closed at one point but was changed to open/in-progress again. | Mar 15, 2023 | Apr 28, 2023 |
Realized Hours Per Technician | Service (Billable) | Autotask | A bar graph showing billable hours per technician against service requests. | Feb 01, 2023 | May 12, 2023 |
Active Tickets | Period Created | Autotask | A bar graph showing the count of active tickets per month based on the ticket created date, arranged from the current month to the oldest one | Mar 08, 2023 | Apr 13, 2023 |
Tickets | Opened/Closed Same Day | %of Entered | Autotask | A line graph showing the weekly trend of % of tickets that were closed on the same day it was opened per board | Mar 09, 2023 | Apr 13, 2023 |
Autotask | Ticket Age | Last Updated | A bar graph showing the count of active tickets per ticket age group based on last updated date | Mar 08, 2023 | Apr 13, 2023 |
Active Tickets | Autotask | Shows the count of active tickets | Mar 07, 2023 | Apr 13, 2023 |
Ave. Ticket Age | Last Updated | Autotask | Shows the average age of active tickets (non-child, non-internal) based on the last updated date | Mar 07, 2023 | Apr 13, 2023 |
Autotask | Ticket Age | Ticket Created | A bar graph showing the count of active tickets per ticket age group based on ticket created date | Mar 08, 2023 | Apr 13, 2023 |
Active Tickets | Status | Autotask | A bar graph showing the count of active tickets per current status | Mar 08, 2023 | Apr 13, 2023 |
Tickets Resolved | Company | Autotask | This widget is a bar graph showing count of tickets resolved per company for the selected date range | Mar 08, 2023 | Apr 13, 2023 |
Tickets | Opened vs Opened/Closed Same Day | Autotask | A line graph showing the weekly trend of count of tickets that were closed on the same day it was opened per board | Mar 08, 2023 | Apr 13, 2023 |
% Closed First Contact | Autotask | A line graph showing the % of closed tickets that only have 1 or 0 recorded time entry. Excludes time entries with less than 3 minutes | Mar 13, 2023 | Apr 14, 2023 |
Tickets Resolved | Board | Autotask | A bar graph showing count of tickets resolved per board for the selected date range. | Mar 13, 2023 | Apr 14, 2023 |
Contract Profit Margin Trend | A line graph showing the monthly trend of Profit Margin for the last 12 months | Nov 22, 2022 | Apr 24, 2023 |
Tickets Resolved | Technician | Autotask | A bar graph showing count of tickets resolved per technician for the selected date range. | Mar 09, 2023 | Apr 14, 2023 |
Contract Effective Rate Trend | A line graph showing the monthly trend of Effective Rate for the last 12 months | Nov 30, 2022 | Apr 24, 2023 |
Tickets Resolved | Average Per Day | Month | Autotask | A pivot table showing the resulting daily average ticket resolved per team or technician. | Mar 14, 2023 | Apr 14, 2023 |
Contract Contribution Rate Trend | A line graph showing the monthly trend of Contribution Rate for the last 12 months | Nov 22, 2022 | Apr 24, 2023 |
Contract Labor Hours Trend | A bar graph showing the monthly trend of Actual Labor Hours for the last 12 months | Dec 02, 2022 | Apr 24, 2023 |
Avg. Time to Respond (in Hrs) - Autotask | A line graph showing the average number of hours it takes before the first time entry is recorded per ticket. | Mar 15, 2023 | Apr 16, 2023 |
Total Contract Billed | A card number showing the total value of billings for the selected date range | Dec 02, 2022 | Apr 24, 2023 |
% Single Tech on Ticket | Autotask | A line graph showing the % of closed tickets (non-child, non-internal) with only 1 technician that logged time. Excludes time entries with less than 3 minutes | Mar 15, 2023 | Apr 16, 2023 |
Avg. Time to First Time Entry (in Hrs) | Autotask | A line graph showing the average number of hours it takes before the first time entry is recorded per ticket. | Mar 15, 2023 | Apr 16, 2023 |
% Multiple Techs on Ticket | Autotask | A line graph showing the % of closed tickets (non-child, non-internal) with 2 or more technicians that logged time. Excludes time entries with less than 3 minutes | Mar 15, 2023 | Apr 16, 2023 |
Total Contract Profit | A card number showing the total profit for the selected date range | Nov 21, 2022 | Apr 24, 2023 |
Time Entry Details (Non-Business Hours) | Autotask | A table showing a list of time entries under non-business hours and details such as Time Entry Date, Start Time, and End Time | Feb 08, 2023 | May 12, 2023 |
Contract Profitability Details | A table showing key KPIs per contract type plus more fields contributing to the profitability such as Service Costs, Labor Hours, Labor Costs. | Dec 02, 2022 | Apr 24, 2023 |
Technician Hours Summary (Non-Business Hours) | Autotask | A table showing the total recorded time under non-business hours per technician | Feb 08, 2023 | May 12, 2023 |
Contract Hours vs. Contract Target Hours | A line graph showing actual contract hours versus computed target hours | Nov 21, 2022 | Apr 24, 2023 |
Contracts | A card number showing the total count of contracts for the selected date range | Dec 02, 2022 | Jul 21, 2023 |
CPI | Autotask | This is a card number widget that shows the Cost Performance Index of projects. | Mar 16, 2023 | Apr 27, 2023 |
Projects | Project Status - Autotask | A bar graph showing the count of active projects per status in decreasing order. | Mar 16, 2023 | Apr 27, 2023 |
Projects | Project Manager - Autotask | A bar graph showing the count of active projects handled by each project manager in decreasing order. | Mar 16, 2023 | Apr 27, 2023 |
Total Hours Actual | Autotask | This is a card number widget that shows the Total Hours Actual of projects. | Mar 16, 2023 | Apr 27, 2023 |
Breaching Resolution - Next 60 Mins | This widget looks at the number of tickets awaiting the SLA status of resolution plan and are going to breach the goal in the next hour or have already breached. | Mar 27, 2023 | Apr 27, 2023 |
On Track | Budget Hours | Autotask | This is a card number widget that shows the on track percentage based on the project's budget hours. | Mar 16, 2023 | Apr 27, 2023 |
Projects | On Track Budget Hours - Autotask | Shows the percentage of active projects with actual labor hours not exceeding the budget hours | Mar 16, 2023 | Apr 27, 2023 |
Projects Set to Delivery | Next 4 Weeks - Autotask | A bar graph showing the count of active projects that are scheduled to be completed in the next 4 weeks, divided per week. | Mar 16, 2023 | Apr 27, 2023 |
Total Budget Hours | Autotask | This is a card number widget that contains the project Total Budget Hours in Autotask. | Mar 16, 2023 | Apr 27, 2023 |
Delivery On Schedule - Autotask | Shows the count of active projects that are not beyond the scheduled completion date | Mar 15, 2023 | Apr 27, 2023 |
Cost Performance Index (CPI) | Autotask | Shows the overall Cost Performance Index for the filtered projects. Computed as the ratio of budget hours and actual labor hours. | Feb 04, 2023 | Apr 27, 2023 |
Projects | Customer - Autotask | A bar graph showing the count of active projects per customer in decreasing order. | Mar 16, 2023 | Apr 27, 2023 |
On Track | Delivery Date | Autotask | This is a card number widget that shows the On Track percentage of Delivery Date of the projects. | Mar 16, 2023 | Apr 27, 2023 |
Total Projects - Autotask | Shows total count of active projects for the filtered projects | Mar 15, 2023 | Apr 27, 2023 |
Technician Realized Per Week | Autotask | This is a card number widget that shows the Technician Realized Per Week in Autotask | Feb 08, 2023 | May 15, 2023 |
Time Recorded Today | Autotask | A progress tracker showing the sum of hours worked by technician in the current day. | Mar 23, 2023 | May 04, 2023 |
Assigned Tickets | Autotask | A card number widget displaying the count of opened tickets with assigned resources from tickets updated in the last 14 days or not closed. | Mar 23, 2023 | May 04, 2023 |
Billable Utilized/Day | Autotask | A card number widget displaying the total billable utilized hours of technicians per day. | Jan 27, 2023 | May 12, 2023 |
Non-Billable Time | Per Technician Summary | Autotask | A table showing a breakdown of Non-Billable Time per technician for the selected date ranges. Also shows proportion of non billable time recorded of customer and internal company. | Feb 07, 2023 | May 15, 2023 |
Technician No Charge Hours Week | Autotask | Shows the weekly average No Charge hours per technician | Feb 08, 2023 | May 15, 2023 |
Team Hours Summary | Post-Period | Autotask | A table showing a breakdown of utilization metrics per team for the selected date ranges (ex: Utilization, Realization, Billable, Do Not Bill, No Charge) Follows the Post-Period slicer | Feb 03, 2023 | May 12, 2023 |
Non-Billable Time Overview | Autotask | A table showing a summary of Non-Billable Time metrics. | Feb 03, 2023 | May 15, 2023 |
Technician Hours Summary | Post-Period | Autotask | A table showing a breakdown of utilization metrics per technician for the selected date ranges (ex: Utilization, Realization, Billable, Do Not Bill, No Charge). Follows the Post Period Slicer. | Feb 02, 2023 | May 12, 2023 |
Team GPS - Productive Time - Last 7 Days | Autotask | Shows Productive Time per member last 7 days. | Jul 27, 2023 | Aug 27, 2023 |
Technician Billable Utilized Per Week | Autotask | This is a card number widget that shows the Technician Billable Utilized Per Week in Autotask. | Feb 08, 2023 | May 15, 2023 |
Technician Do Not Bill Per Week | Autotask | This is a card number widget that shows the Technician Do Not Bill Per Week in Autotask. | Feb 08, 2023 | May 15, 2023 |
Technician Utilized Per Week | Autotask | This is a card number widget that shows the Technician Utilized Per Week in Autotask | Feb 08, 2023 | May 15, 2023 |
Do Not Bill | Per Customer | Autotask | A bar graph widget displaying the total non-billable of the technician hours per customer. | Feb 06, 2023 | May 15, 2023 |
Do Not Bill | Per Work Type | Autotask | A bar graph displaying total Do Not Bill hours per work type, separated between realized and internal. | Feb 06, 2023 | May 15, 2023 |
Realized Per Day | Autotask | A bar graph showing the daily trend of total realized hours for the selected team/s and date ranges | Feb 08, 2023 | May 15, 2023 |
Technician Billable Utilized Per Day | Autotask | Shows the daily average billable utilized hours per technician | Feb 08, 2023 | May 15, 2023 |
Do Not Bill Per Week | Autotask | This is a bar chart widget that shows the Do Not Bill Per Week in Autotask. | Feb 09, 2023 | May 15, 2023 |
Per Team Utilization | Autotask | A bar graph showing total % utilization per team. | Feb 01, 2023 | May 15, 2023 |
Utilized Per Day | Autotask | A bar graph showing the daily trend of total utilized hours for the selected team/s and date ranges | Feb 08, 2023 | May 15, 2023 |
Utilized Per Week | Autotask | This is a bar chart widget that shows the Utilized Per Week in Autotask. | Feb 08, 2023 | May 15, 2023 |
Technician Hours Summary Comparison | Autotask | A table showing a breakdown of utilization metrics per technician (ex: Utilization, Realization, Billable, Do Not Bill, No Charge) | Jan 30, 2023 | May 15, 2023 |
Team - Total Daily Span | Autotask | A bar graph showing the total daily span for each team for the selected date ranges | Feb 22, 2023 | May 15, 2023 |
Total Daily Span - Weekly User Average (Last 6 Months) | Autotask | A line graph showing the weekly trend and average of total daily span per user for the selected date ranges | Feb 22, 2023 | May 15, 2023 |
Daily Data | Autotask | A table showing the total labor hours per day per technician including start time and end time | Feb 08, 2023 | May 15, 2023 |
Team User - Average Daily Span | Autotask | A bar graph showing the average daily span for each team for the selected date ranges | Feb 22, 2023 | May 15, 2023 |
Technician Realized Per Day | Autotask | Shows the daily average realized hours per technician | Feb 08, 2023 | May 15, 2023 |
Technician No Charge Per Day | Autotask | Shows the daily average No Charge hours per technician | Feb 23, 2023 | May 15, 2023 |
Technician Utilized Per Day | Autotask | This widget shows the daily average utilized hours per technician | Feb 08, 2023 | May 15, 2023 |
Technician Do Not Bill Per Day | Autotask | Shows the daily average Do Not Bill hours per technician | Feb 08, 2023 | May 15, 2023 |
Do Not Bill Per Day | Autotask | A bar graph showing the daily trend of total Do Not Bill hours for the selected team/s and date ranges | Feb 08, 2023 | May 15, 2023 |
Realized Per Week | Autotask | This is a bar chart widget that shows the Realized Per Week in Autotask. | Feb 08, 2023 | May 15, 2023 |
Billable Utilized Per Week | Autotask | This is a bar chard widget that shows the Billable Utilized Per Week in Autotask. | Feb 09, 2023 | May 15, 2023 |
Tickets Due Today | A card number widget displaying the count of tickets without a resolved date and with a due date of today. | Jan 15, 2021 | May 24, 2023 |
Tickets Overdue | A card number widget displaying the count of tickets with no completed date and a due date earlier than today. | Jan 21, 2021 | May 24, 2023 |
Time Today - Autotask | A card number widget displaying the sum of hours worked with a start date of today using the Time Entry dataset. | Feb 03, 2021 | May 24, 2023 |
Worked On Today - Autotask | A progress widget showing the count of tickets worked on today using the Time Entry dataset. | Jan 08, 2021 | May 24, 2023 |
Time Yesterday - Autotask | A card number widget displaying the sum of hours worked with a start date of yesterday using the Time Entry dataset. | Feb 03, 2021 | May 24, 2023 |
Worked On Yesterday - Autotask | A progress widget showing the count of tickets worked on yesterday using the Time Entry dataset. | Jan 08, 2021 | May 24, 2023 |
Tickets Resolved Yesterday | A card number widget displaying the count of tickets with a resolution date of yesterday. | Jan 21, 2021 | May 24, 2023 |
Aging - Autotask | A card number displaying the count of tickets without a completed date and are older than 14 days | Jan 14, 2021 | May 24, 2023 |
Autotask Active Project Tickets | Shows the count of active project ticket updated last 240 days. | Apr 21, 2023 | May 25, 2023 |
Autotask Oldest Project Ticket | Ticket Created | Shows the count of Autotask Oldest Project Ticket | Ticket Created last 240 days. | Apr 21, 2023 | May 25, 2023 |
Worked On This Week - Autotask | A progress widget showing the count of tickets worked on this week using the Time Entry dataset | Jul 07, 2022 | May 24, 2023 |
Hours Worked This Week - Autotask | A card number widget displaying the sum of hours worked this week. | Feb 05, 2021 | May 24, 2023 |
Autotask Project Ticket Age | Ticket Created | Column chart widget that shows count of active tickets' divided by the ticket's created date age range | Apr 24, 2023 | May 25, 2023 |
Autotask Active Project Tickets | Period Created | Widget that shows the count of active project tickets per month, in descending count order. | Apr 24, 2023 | May 25, 2023 |
Autotask Project Ticket Age | Ticket Created | Per Priority | Column chart widget that shows count of active tickets' divided by the ticket's created date age range and ticket priority | Apr 24, 2023 | May 25, 2023 |
Autotask Ave. Project Ticket Age | Ticket Created | Shows the count of Ave. Project Ticket Age | Last Updated updated last 240 days. | Apr 21, 2023 | May 25, 2023 |
Autotask Project Ticket Age | Last Updated | Per Priority | Column chart widget that shows count of active tickets divided by last update age range and ticket priority | Apr 24, 2023 | May 25, 2023 |
Autotask Oldest Project Ticket | Last Updated | Shows the Oldest Project Ticket | Last Updated updated last 240 days. | Apr 24, 2023 | May 25, 2023 |
Autotask Active Project Tickets | Status | Bar chart widget that shows the count of active project tickets by status. | Apr 24, 2023 | May 25, 2023 |
Autotask Project Ticket Age | Last Updated | Column chart widget that shows count of active tickets' divided by the ticket's updates date age range | Apr 24, 2023 | May 25, 2023 |
Autotask Active Project Tickets | Board | Bar chart widget that shows count of active project tickets per Board. | Apr 24, 2023 | May 25, 2023 |
Autotask Ave. Project Ticket Age | Last Updated | Shows the count of Ave. Project Ticket Age | Last Updated updated last 240 days. | Apr 24, 2023 | May 25, 2023 |
Open Tickets By Priority - Autotask | A pie chart widget showing the count of tickets without a completed date split by priority. | Jan 15, 2021 | May 24, 2023 |
Active Technology Areas (Top 5) | Indicates the technology areas which have generated the most reactive tickets for the previous month. | Aug 06, 2023 | Aug 06, 2023 |
Autotask - Too many "In progress" Alert [Bot] | A widget displaying the number of tickets in progress per resource. | Jul 15, 2022 | Dec 13, 2023 |
Team GPS - P2 Response SLA Compliance Tickets - Last 7 Days | Autotask | Priority 2 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | Jul 28, 2023 | Aug 28, 2023 |
Stale Tickets (7 Days) - Autotask | A target card showing the count of tickets without update for 7 days. | Nov 04, 2022 | Dec 10, 2022 |
Customer Note Added [Bot] | This widget is dedicated to bot use only. It returns all of the technicians with in shift and the list of opened tickets where the customer added a note. | Jul 14, 2022 | Jul 26, 2023 |
Ticket | Autotask | This widget shows monthly trend of total ticket count | Mar 13, 2023 | Jun 23, 2023 |
NextTicket For AutoTask - Technician Ticket Summary Last 30 Days | A table that shows the number of dispatched, worked, and rejected tickets by the technicians for the last 30 days using the NextTicket app. This also shows the number of tickets updated in Autotask, which was then used for the NextTicket utilization rate. | Jan 24, 2022 | Aug 15, 2023 |
Hours Worked By Client Last 30 Days - Top 15_clone_2023-07-12T07:33:09Z | A bar chart widget showing the sum of hours worked last 30 days split out by client and showing only the top 15. | Jul 12, 2023 | Jul 12, 2023 |
Billable Utilized Hours Trend | Autotask | A bar graph that shows monthly billable utilized hours for the last 12 months. | Jan 27, 2023 | Jul 14, 2023 |
Team GPS - P3 Response SLA Compliance Ticket Last 7 Days | Autotask | Priority 3 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | Jul 28, 2023 | Aug 28, 2023 |
Autotask Stale Ticket [Bot] | A bot that alerts a technician on week days at 9:00 a.m. whenever they have stale tickets that are last updated 3 days ago. | Jul 18, 2022 | Jul 25, 2023 |
Team GPS Unscheduled Leave Last 7 Days | Autotask | Count unscheduled leave for the last 7 days per member. Count if the time entry charge or work role is as selected as PTO in the settings. | Jul 27, 2023 | Jul 28, 2023 |
Team GPS - P3 Resolution SLA Compliance Ticket Last 7 Days | Autotask | Priority 3 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | Jul 28, 2023 | Aug 28, 2023 |
Team GPS Late Time Entry Count Last 7 Days | Autotask | This report shows the number of late time entries for each member over the past 7 days. Late time entries are calculated as the difference between the start time and the date_entered time of the time entries. | Jul 28, 2023 | Aug 28, 2023 |
Team GPS - P1 Resplan SLA Compliance Ticket Details Last 7 Days | Autotask | Priority 1 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | Jul 28, 2023 | Aug 28, 2023 |
Team GPS - P1 Response SLA Compliance Ticket Details - Last 7 Days | Autotask | $row.get($key) | Jul 28, 2023 | Aug 28, 2023 |
Team GPS - P3 Resplan SLA Compliance Ticket Last 7 Days | Priority 3 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | Jul 28, 2023 | Aug 28, 2023 |
Team GPS - P2 Resolution SLA Compliance Ticket Last 7 Days | Autotask | Priority 2 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | Jul 28, 2023 | Aug 28, 2023 |
Team GPS - P2 Resplan SLA Compliance Ticket Last 7 Days | Autotask | Priority 2 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | Jul 28, 2023 | Aug 28, 2023 |
Team GPS - Resolved Tickets Last 7 Days | Autotask | Member Details with Drill through for ticket id, board name, summary resolved by, and resolved date | Jul 28, 2023 | Aug 28, 2023 |
Tickets Worked on This Week Leaderboard - Autotask | A grid widget showing the count of tickets worked on this week by resource. | Feb 09, 2021 | Dec 10, 2022 |
Team GPS - Same Day Close Ticket Last 7 Days | Autotask | Same Day Close Ticket Details for your team with our intuitive widget. This gauge displays the number of tickets closed on the same day they were opened, per member resources. | Jul 28, 2023 | Aug 18, 2023 |
SLA Breach In 60 Minutes Per Resource | A grid widget showing the count of tickets per resource with SLA breach in 60 minutes. | Mar 30, 2021 | Feb 24, 2023 |
Hours Worked By Client List - Last 30 Days | A grid table widget that lists the sum of hours worked last 30 days split out by client. | Mar 23, 2021 | Dec 10, 2022 |
Revenue Closing Next 30 Days Leaderboard | A table showing the amount of revenue expected to closed in the next 30 days by sales rep with a 75% probability, where only the top 10 earners are shown | Apr 09, 2021 | Jan 24, 2023 |
Hours Worked This Week Leaderboard - Autotask | A grid widget showing the sum of hours worked this week by technician. It shows the top 10 hours earners. | Feb 09, 2021 | Jan 30, 2023 |
Revenue Closed Last 12 Months Leaderboard | A table showing the amount of revenue won in the last 12 months by sales rep, where only the top 10 earners are shown | Apr 09, 2021 | Jan 24, 2023 |
Tickets Opened By Day of Week - Previous Week - Autotask | A column chart widget displaying the count of tickets opened by day (numerical day) for the previous week (Monday-Sunday). | Jan 15, 2021 | Feb 24, 2023 |
Tickets Completed This Week Leaderboard | A grid table widget showing the top ticket closers for the current week. This only shows the top 10. | Mar 11, 2021 | Feb 23, 2023 |
NextTicket for Autotask - Rejected Tickets Summary Last 30 Days | This widget displays the rejected tickets on the next ticket for Autotask, the users who rejected the ticket, the reason why they rejected it, and when they rejected it. Rejecting a ticket happens when a user does not want to work on a ticket due to several reasons. To know more about how a Reject Ticket Function works, read this user guide. | Jan 11, 2022 | Oct 11, 2023 |
Team GPS - P1 Resolution SLA Compliance Ticket Details Last 7 Days | Autotask | Priority 1 SLA Compliance for each team member over the last 7 days. Gain insight into individual performance with a clear and concise visual representation of compliance levels. | Jul 28, 2023 | Sep 25, 2023 |
Revenue Won Vs Lost Last 12 Months | A bar chart showing the amount of revenue won and lost in the last 12 months by sales rep. | Apr 09, 2021 | Oct 02, 2023 |
Ticket and Labor | Subtype | Autotask_clone_2023-10-19T21:09:51Z | A table showing the ticket count, labor hours, resolved tickets, and average minutes to resolve per ticket subtype | Oct 19, 2023 | Oct 19, 2023 |
Team GPS Member KPI Last 30 Days | Autotask | Shows all the columns in the dataset with the range of the last 30 days.. | Jul 28, 2023 | Oct 03, 2023 |
Reopened Tickets - Last 6 Months | This line chart widget tracks the number of tickets that have been reopened over the past six months, offering insights into recurring issues and areas for improvement. Tickets were tagged as closed at one point but was changed to open/in-progress again. | Nov 01, 2023 | Nov 07, 2023 |
Opened Projects | A card number widget displaying the count of open projects. | May 17, 2021 | Nov 13, 2023 |
Total Number of Service Tickets | A card number showing the total count of tickets of Service Tickets. | Aug 25, 2022 | Nov 13, 2023 |
Hours Worked This Month and Prior Months by Client | A table showing the hours worked for the last 6 months grouped per client. | Sep 01, 2022 | Nov 17, 2023 |
Unassigned - Autotask | A card number widget displaying the count of tickets with no resource assigned and no completed date. | Mar 29, 2021 | Nov 17, 2023 |
Contract Type Summary | A table showing the following metrics per contract type: Profit, Margin, Effective Rate, and Contribution Rate. | Dec 02, 2022 | Jan 04, 2024 |
AT Avg Time Entries Per User | This widget shows the ratio of time entries per user for your company for the last 7 days excluding today. | Jun 11, 2021 | Dec 14, 2023 |
Tickets Due Today_clone_2023-12-19T14:16:18Z | A card number widget displaying the count of tickets without a resolved date and with a due date of today. | Dec 19, 2023 | Dec 19, 2023 |
Stale - Autotask_clone_2023-12-19T14:16:40Z | A card number widget displaying the count of tickets with no completed date and no activity in 3 days. | Dec 19, 2023 | Dec 19, 2023 |
Aging - Autotask_clone_2023-12-19T14:21:00Z | A card number displaying the count of tickets without a completed date and are older than 14 days | Dec 19, 2023 | Dec 19, 2023 |
Tickets Overdue _clone_2023-12-19T14:21:41Z | A card number widget displaying the count of tickets with no completed date and a due date earlier than today. | Dec 19, 2023 | Dec 19, 2023 |
Autotask Project and Client | A multi select slicer for Autotask Project and Client from the Autotask project Data Dataset. | Feb 04, 2023 | Feb 04, 2023 |
Autotask | Status | A multi select slicer for status name taken from the Autotask Project Data dataset. | Feb 04, 2023 | Feb 04, 2023 |
Autotask Sales Rep Slicer | Multi Select slicer for sales and opportunities data. | Jan 20, 2023 | Jun 08, 2023 |
Autotask | Project Lead | A multi select slicer for Autotask Project Manager taken from the Autotask Project Data dataset. | Feb 04, 2023 | Feb 04, 2023 |
Autotask Created By | A multi-select dropdown for created_by from the Autotask Ticket dataset | Feb 14, 2023 | Mar 17, 2023 |
Slicer For AutoTask Rule Report | $row.get($key) | Aug 02, 2022 | Aug 22, 2022 |
Autotask Current User Slicer | Will only show the current user login but if admin role, it will show all the users. | Feb 21, 2023 | Mar 24, 2023 |
Contract Company | Autotask Contract Company Names | Nov 22, 2022 | Jan 05, 2023 |
Contract Type | Autotask Contract Type | Dec 02, 2022 | Jan 26, 2023 |
Company Names [Single Select] | A single select slicer for the company names using the ODS Companies dataset. | Nov 07, 2022 | Dec 10, 2022 |
Company Names (Ticket Statistics) | A slicer containing the list of company names using the dataset Autotask Ticket Statistics. | Feb 28, 2022 | Dec 10, 2022 |
Autotask Classification Slicer | This slicer is used for Autotask clients' company classification. | Oct 05, 2022 | Dec 10, 2022 |
Autotask Account Classification | A multi-select dropdown for Account Classification from the Autotask Ticket dataset | Feb 13, 2023 | Mar 16, 2023 |
Queue Name | Queue slicer for Autotask template reports. This uses the Autotask Ticket Statistics dataset. | Feb 08, 2022 | Dec 13, 2023 |
Autotask Suite Team Name | Autotask Suite Team Name | Jan 27, 2023 | Mar 31, 2023 |
Autotask Resource Names | A multi-select dropdown for Resource Names from the Autotask Ticket dataset | Feb 10, 2023 | Aug 24, 2023 |
Autotask Contract Category | The slicer shows the list of contract category. | Jan 25, 2023 | Apr 14, 2023 |
Autotask Resource | Slicer for Autotask user | Jul 27, 2023 | Aug 27, 2023 |
Autotask Company Names | This slicer is for the list of all company names that are active. | Jan 27, 2023 | Apr 14, 2023 |
N-able Benchmark Ticket Category List | N-able Benchmark Ticket Category List used in the N-able Benchmarking Configuration Form | Jun 22, 2023 | Jul 22, 2023 |
Autotask Member Slicer | Autotask Member Slicer | Jan 27, 2023 | Jun 07, 2023 |
Autotask Queue Name | Queue slicer for Autotask reports. This uses the Autotask Ticket Statistics dataset. | Jul 16, 2023 | Jul 16, 2023 |
Autotask Ticket Status | Multiple selections of Autotask ticket Status. | Apr 21, 2023 | Sep 13, 2023 |
Autotask Ticket Type Slicer | Autotask Ticket Type Slicer | Sep 28, 2022 | Sep 13, 2023 |
Client List | A slicer will be used to filter the client column in the Autotask tenants. | Feb 08, 2022 | Oct 26, 2023 |
Autotask Department | This slicer shows the list of departments using the Autotask App Suite Time Entry Details dataset 210 layer. | Feb 22, 2023 | Dec 12, 2023 |
Autotask | Project Type | A multi-select slicer for Project Type taken from the Autotask Project Data dataset. | Feb 04, 2023 | Dec 12, 2023 |
Client Portal Company Slicer for Autotask | This is a specially designed Slicer widget, only should be used for the client portal, this slicer will detect current logged-in MSP's clients by their Email address, use the email address to identify the AutoTask company name, then only display the data that belongs to this AutoTask company. Admin can see all company. User can see only specific company in the client portal. | Feb 10, 2022 | Jan 17, 2024 |
Avg. Time to Respond (in Hrs) - Autotask_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | A line graph showing the average number of hours it takes before the first time entry is recorded per ticket. | Jun 30, 2023 | Invalid date |
% First Line Response | Autotask_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | A line graph showing the % of closed tickets (non-child, non-internal) that only have 1 recorded time entry. Excludes time entries with less than 3 minutes | Jun 30, 2023 | Invalid date |
% Closed First Contact | Autotask_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | A line graph showing the % of closed tickets that only have 1 or 0 recorded time entry. Excludes time entries with less than 3 minutes | Jun 30, 2023 | Invalid date |
Avg. Time to First Time Entry (in Hrs) | Autotask_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | A line graph showing the average number of hours it takes before the first time entry is recorded per ticket. | Jun 30, 2023 | Invalid date |
Breached Resolution - Autotask_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | A card number widget displaying the count of tickets that have breached resolution. | Jun 30, 2023 | Invalid date |
IT Haven - Tickets Past Due_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | A card number displaying the count of tickets that are already past their due dates. | Jun 30, 2023 | Invalid date |
Breached ResPlan - Autotask_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | This widget looks at the number of tickets awaiting the SLA status of resolution plan and have breached their goal. | Jun 30, 2023 | Invalid date |
Breaching Resolution - Next 60 Mins_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | This widget looks at the number of tickets awaiting the SLA status of resolution plan and are going to breach the goal in the next hour or have already breached. | Jun 30, 2023 | Invalid date |
Breaching ResPlan - Next 60 Mins_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | This widget looks at the number of tickets awaiting the SLA status of resolution plan and are going to breach the goal in the next hour or have already breached. | Jun 30, 2023 | Invalid date |
IT Haven - Assigned Tickets_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | A card number widget displaying the count of opened tickets with assigned resources from tickets updated in the last 14 days or not closed. | Jun 30, 2023 | Invalid date |
Average Time to Resolution Plan - Last 30 Days | Autotask_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | A card number displaying the average time to resolution plan (in hours) for the tickets that were resolution planned in the last 30 days. | Jun 30, 2023 | Invalid date |
IT Haven - Time Recorded Today_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | A progress tracker showing the sum of hours worked by technician in the current day. | Jun 30, 2023 | Invalid date |
IT Haven Tickets Scheduled Today_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | A grid showing the details of the tickets that were scheduled today. | Jun 30, 2023 | Invalid date |
IT Haven - Tickets Scheduled / Next 5 Days_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | A grid showing the details of the tickets that is scheduled in the next 5 days. | Jun 30, 2023 | Invalid date |
% Single Tech on Ticket | Autotask_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | A line graph showing the % of closed tickets (non-child, non-internal) with only 1 technician that logged time. Excludes time entries with less than 3 minutes | Jun 30, 2023 | Invalid date |
Ticket KPIs Details | Autotask_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | A table showing values for key ticket KPIs for each customer for the filtered date range | Jun 30, 2023 | Invalid date |
% Multiple Techs on Ticket | Autotask_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | A line graph showing the % of closed tickets (non-child, non-internal) with 2 or more technicians that logged time. Excludes time entries with less than 3 minutes | Jun 30, 2023 | Invalid date |
Reopened Tickets | Autotask_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | A line graph showing the count of tickets that were reopened, meaning it was tagged as closed at one point but was changed to open/in-progress again. | Jun 30, 2023 | Invalid date |
Avg. Time to Resolve (in Hrs) | Autotask_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | A line graph showing the average Time to Resolve (in Hrs) per ticket (non-internal). Data is from Autotask internal SLA. | Jun 30, 2023 | Invalid date |
Avg. Time to Resolution Plan (in Hrs) | Autotask_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | A line graph showing the average Resolution Plan time (in Hrs) per ticket (non-internal). Data is from Autotask internal SLA. | Jun 30, 2023 | Invalid date |
Opened Today - Autotask_clone_2023-09-21T13:53:37Z_test_1_clone_2023-09-22T07:16:40.69Z | A card number widget displaying the count of tickets with a created date of today. | Sep 22, 2023 | Invalid date |
Opened Today - Autotask_clone_2023-09-21T13:53:37Z_test_1_clone_2023-09-22T07:40:27.75Z_clone_2023-09-22T07:41:12.60Z | A card number widget displaying the count of tickets with a created date of today. | Sep 22, 2023 | Invalid date |
Opened Today - Autotask_clone_2023-09-21T13:53:37Z_test_1_clone_2023-09-22T07:40:35.23Z_clone_2023-09-22T07:43:44.06Z | A card number widget displaying the count of tickets with a created date of today. | Sep 22, 2023 | Invalid date |
Queue Name_IT Haven - Autotask Technician Activity_clone_2023-06-30T15:49:59.30Z | Queue slicer for Autotask template reports. This uses the Autotask Ticket Statistics dataset. | Jun 30, 2023 | Invalid date |
Autotask Suite Team Name_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | Autotask Suite Team Name | Jun 30, 2023 | Invalid date |
Queue Name_IT Haven - Ticket KPIs_clone_2023-06-30T16:46:41.14Z | Queue slicer for Autotask template reports. This uses the Autotask Ticket Statistics dataset. | Jun 30, 2023 | Invalid date |