MSPBots WIKI : Autotask Public Datasets
Here are the published or Alpha version ConnectWise Manage datasets that you can use to create the widgets and dashboards
In total, there are 91 publish/alpha Datasets
| Name | Description | Created Date | Last updated | Fields |
|---|---|---|---|---|
| Autotask Opportunity Data | This dataset contains opportunities from the Autotask CRM module without any date filters. Dataset Opportunity contains the opportunity record for all account types and tracks opportunities for each account. It displays the amount, due date, and probability of expected sales revenue from an opportunity and tracks the progress of the opportunity. | Sep 16, 2020 | Jan 27, 2022 | ["id", "create_date", "client", "probability", "status", "status_name", "rating", "assessment_score", "lead_referral", "relationship_assessment_score", "help_needed", "cost", "projected_live_date", "market", "closed_date", "closed_dt", "next_step", "stage_name", "sales_process_percent_complete", "product_id", "title", "revenue_spread_unit", "amount", "promotion_name", "projected_close_date", "expected_close_date", "advanced_field1", "advanced_field2", "advanced_field3", "advanced_field4", "advanced_field5", "use_quote_totals", "barriers", "revenue_spread", "through_date", "technical_assessment_score", "contact_name", "resource_name", "number_of_days_old", "number_days_until_closed", "product_name", "account_classification", "last_activity", "loss_reason", "loss_reason_detail", "monthly_cost", "monthly_revenue", "onetime_cost", "onetime_revenue", "quarterly_cost", "quarterly_revenue", "semiannual_cost", "semiannual_revenue", "total_amount_months", "win_reason", "win_reason_detail", "yearly_cost", "yearly_revenue"] |
| Autotask Ticket Statistics Last 210 Days - Legacy | This is a legacy dataset. Please use Autotask Ticket Details - Layered Ticket Statistics Dateset contains the data for all closed tickets with the last update in the last 210 days plus all open tickets. | Jan 06, 2021 | Dec 02, 2023 | ["id", "ticket_id", "ticketlink", "tablelink", "ticket_number", "title", "create_date", "date_worked", "completed_date", "ticket_age", "last_activity_date", "sla_met", "due_date_time", "first_response_date_time", "first_response_due_datetime", "met_first_response_sla", "resolution_plan_date_time", "resolution_plan_due_datetime", "met_resolution_plan_sla", "resolved_datetime", "resolved_due_datetime", "met_resolution_sla", "estimated_hours", "issue_type", "sub_issue_type", "ticket_type", "priority", "status", "has_service_call_ticket", "current_service_thermometer_rating", "previous_service_thermometer_rating", "service_thermometer_temperature", "client", "territory", "contract_name", "queue", "serial_number", "source", "contact_name", "resource_name", "completed_by", "time_to_response_hrs", "time_to_response", "time_to_resolution_hrs", "time_to_resolution", "time_to_resolution_plan_hrs", "time_to_resolution_plan", "time_to_response_plan_hrs", "time_to_response_plan", "hours_worked", "hours_to_bill", "closed_flag", "time_entry_count", "account_classification", "created_by", "configuration_item_id", "configuration_item_name", "configuration_item_type", "configuration_item_type_name", "product_attached", "same_day_completed", "ticket_category", "sla_name", "account_owner_full_name", "work_role", "time_to_response_goal", "time_to_resolution_plan_goal", "time_to_resolution_goal", "ticket_location_city", "ticket_location_name", "client_city", "contact_location_city", "contact_location_name", "recurring_ticket_flag", "company_name", "contact_id", "work_type", "email_address", "current_datetime", "current_day", "user_id", "username", "outsourced", "manager_name", "has_been_escalated", "last_customer_visible_activity_date_time", "elapse_business_hours", "project_name", "last_time_entry"] |
| Autotask Time Entry Last 210 Days - Legacy | This is a legacy dataset. Please use Autotask Time Entry Details - Layered The Time Entry dataset contains the time entry related to the tickets for the last 210 days. It displays data like the dates, resource name, project, client, agreement, and hours utilized for a specific task or ticket. | Jan 06, 2021 | Feb 09, 2023 | ["id", "ticket_id", "create_date", "last_modified_date", "first_sync_time", "date_worked", "start_date", "end_date", "start_hour", "end_hour", "end_hour_tz", "show_on_invoice", "hours_worked", "billing_status", "hours_to_bill", "ticket_number", "title", "notes", "notes_length", "ticket_status", "recurring_ticket_flag", "issue_type", "client", "resource_name", "queue", "role_name", "task_number", "contract_name", "contract_type", "time_entry_type", "first_name", "last_name", "email", "endtimedurationm", "work_type", "internal_category", "account_classification", "technician_availability", "queue_in_nt", "billing_code_name", "time_cost"] |
| Autotask Bot Tickets | Dataset contains Autotask ticket information. Use for Bots. | May 07, 2021 | Oct 09, 2023 | ["id", "tenant_code", "ticket_id", "title", "source", "status", "priority", "company_id", "contact_id", "ticket_type", "create_date", "last_activity_date", "sync_time", "source_name", "status_name", "priority_name", "company_name", "contact_name", "ticket_number", "creator_resource_id", "assigned_resource_id", "ticket_type_name", "current_service_thermometer_rating", "due_date_time", "estimated_hours", "first_response_date_time", "first_response_due_datetime", "issue_type", "previous_service_thermometer_rating", "queueid", "resolution_plan_date_time", "resolution_plan_due_datetime", "resolved_date_time", "resolved_due_datetime", "service_thermometer_temperature", "sub_issue_type", "ticket_category", "completed_date", "queue_id_name", "resolution", "change_approval_board", "change_approval_board_name", "last_activity_resource_id", "link", "first_name", "last_name", "email_address", "resource_name", "manager_name", "manager_email", "job_title"] |
| Autotask Time Entry for Bot | The dataset contains Autotask Time Entries information. Use for Bots. | May 07, 2021 | Dec 13, 2023 | ["ticket_type", "last_activity_resource_id", "resolution_plan_due_datetime", "contract_id", "sync_time", "source", "resolution", "completed_date", "end_date_time", "time_entry_id", "role_id", "last_modified_user_id", "action", "id", "first_response_date_time", "create_date", "last_modified_date_time", "first_response_due_datetime", "creator_user_id", "previous_service_thermometer_rating", "last_activity_date", "priority", "change_approval_board", "is_non_billable", "due_date_time", "company_name", "estimated_hours", "offset_hours", "status", "status_name", "current_service_thermometer_rating", "assigned_resource_id", "resolved_date_time", "change_approval_board_name", "ticket_link", "link", "task_id", "title", "creator_resource_id", "create_date_time", "sub_issue_type", "show_on_invoice", "source_name", "service_thermometer_temperature", "resolved_due_datetime", "queueid", "contact_name", "priority_name", "queue_id_name", "time_entry_type", "company_id", "resolution_plan_date_time", "issue_type", "ticket_category", "ticket_id", "ticket_number", "date_worked", "hours_to_bill", "ticket_type_name", "hours_worked", "resource_id", "start_date_time", "summary_notes", "tenant_code", "late_entry_minutes", "late_entry_hours", "first_name", "last_name", "email_address", "resource_first_name", "resource_last_name", "resource_email_address", "full_name", "sys_id", "job_title", "resource_full_name", "late_flag"] |
| Autotask Member Data | Lists all active users from Autotask. Ideal for dataset mashups. | May 11, 2021 | Dec 11, 2023 | ["user_name", "full_name", "first_name", "last_name", "user_type", "email", "office_phone", "payroll_type", "mobile_phone", "internal_cost", "resource_type", "resource_id", "last_time_entry", "hours_since_last_time_entry", "is_active", "active_member"] |
| Autotask Project Data | AT Project Data - A dataset showing list of project details from AutoTask including important details such as Project Name, description, client, duration, costs, and other important details. Date range: No range in the dataset | May 12, 2021 | Oct 19, 2023 | ["purchase_order_number", "project_name", "create_date", "client", "end_date", "labor_estimated_revenue", "change_orders_budget", "actual_hours", "completed_date", "status_detail", "duration", "labor_estimated_costs", "company_owner", "project_lead", "project_lead_email", "project_number", "change_orders_revenue", "id", "project_costs_revenue", "type", "status_name", "labor_estimated_margin_percentage", "contract_id", "ext_project_number", "original_estimated_revenue", "creator", "description", "actual_billed_hours", "external_project_type", "project_costs_budget", "estimated_time", "completed_percentage", "estimated_sales_cost", "project_cost_estimated_margin_percentage", "sgda", "status_date", "start_date", "line_of_business", "department", "account_classification", "project_and_client"] |
| Autotask Contract Service Units | Autotask Contract Service Units | May 18, 2021 | Oct 09, 2023 | ["id", "start_date_time", "end_date_time", "start_date", "end_date", "vendor_account_id", "vendor_company_id", "internal_currency_price", "contract_service_id", "service_id", "units", "contract_id", "service_name", "service_description", "period_type", "status", "contract_name", "account_name", "account_owner", "unit_price_this_period", "unit_cost", "in_current_period", "rnk"] |
| Autotask Service Call Tickets | Service Call Tickets | Oct 27, 2021 | Oct 10, 2023 | ["id", "ticket_id", "service_call_id", "ticket_title", "service_call_status", "service_call_date_created", "service_call_last_modified_date", "service_call_end_date", "account_physical_location_id", "service_call_duration", "service_call_creator_resource_id", "service_call_start_date", "service_call_description", "account_id", "service_call_complete", "creator_resource_name"] |
| Autotask Idle Time For Bot | AutoTask Idle Time For Bot | Dec 14, 2021 | Apr 22, 2023 | ["user_id", "user_firstname", "user_name", "user_email", "manager_id", "manager_firstname", "manager_name", "manager_email", "managerup_id", "managerup_firstname", "managerup_name", "managerup_email", "tenant_code", "ticket_id", "working_status", "sync_time", "update_time", "priority_name", "idle_duration", "company_name", "ticket_number"] |
| Autotask Contract ServiceBundleUnits - API | ODS Dataset which generated from Autotask Contract ServiceBundleUnits | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "contract_service_bundle_units_id", "contract_id", "contract_service_bundle_id", "organizational_level_association_id", "service_bundle_id", "units", "approve_and_post_date", "end_date", "start_date", "cost", "internal_currency_price", "price", "sync_time"] |
| Autotask Company Notes - API | ODS Dataset which generated from Autotask Company Notes | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "company_notes_id", "name", "note", "company_id", "contact_id", "action_type", "end_date_time", "opportunity_id", "start_date_time", "create_date_time", "last_modified_date", "completed_date_time", "assigned_resource_id", "impersonator_creator_resource_id", "impersonator_updater_resource_id", "sync_time"] |
| Autotask Contract Service Units - API | ODS Dataset which generated from Autotask Contract Service Units | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "contract_service_unit_id", "vendor_company_id", "contract_service_id", "service_id", "units", "contract_id", "internal_currency_price", "start_date", "end_date", "sync_time"] |
| Autotask Time Entries - API | ODS Dataset which generated from Autotask Time Entries | Jan 06, 2022 | Feb 25, 2022 | ["id", "tenant_code", "time_entry_id", "ticket_id", "task_id", "role_id", "contact_id", "resource_id", "last_modified_user_id", "creator_user_id", "contact_name", "summary_notes", "is_non_billable", "show_on_invoice", "time_entry_type", "hours_to_bill", "hours_worked", "offset_hours", "date_worked", "end_date_time", "start_date_time", "create_date_time", "last_modified_date_time", "sync_time", "action", "ticket_link", "contract_id", "link", "billing_code_id", "internal_billing_code_id"] |
| Autotask Service Call Ticket Resources - API | ODS Dataset which generated from Autotask Service Call Ticket Resources | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "service_call_ticket_resources_id", "resource_id", "service_call_task_id", "sync_time"] |
| Autotask Invoices - API | ODS Dataset which generated from Autotask Invoices | Jan 06, 2022 | Jan 25, 2022 | ["id", "tenant_code", "invoice_id", "batch_id", "invoice_editor_template_id", "payment_term", "tax_group", "comments", "invoice_number", "order_number", "tax_region_name", "invoice_total", "total_tax_value", "is_voided", "create_date_time", "due_date", "from_date", "invoice_date_time", "paid_date", "to_date", "voided_date", "web_service_date", "sync_time"] |
| Autotask Countries - API | ODS Dataset which generated from Autotask Countries | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "sync_time", "country_id", "country_name", "is_active", "country_code", "display_name", "address_format_id", "quote_template_id", "is_default_country", "invoice_template_id", "purchase_order_template_id"] |
| Autotask Contract Blocks | ODS Dataset which generated from Autotask Contract Blocks | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "contract_block_id", "is_paid", "hours_approved", "hours", "hourly_rate", "date_purchased", "end_date", "start_date", "sync_time", "last_update_time", "contract_id"] |
| Autotask Phases - API | ODS Dataset which generated from Autotask Phases | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "phase_id", "title", "estimated_hours", "start_date", "due_date", "sync_time", "creator_resource_id", "parent_phase_id", "project_id", "description", "external_id", "phase_number", "is_scheduled", "create_date", "last_activity_date_time"] |
| Autotask Service Calls - API | ODS Dataset which generated from Autotask Service Calls | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "service_calls_id", "cancelation_notice_hours", "canceled_by_resource_id", "canceled_date_time", "company_id", "company_location_id", "create_date_time", "creator_resource_id", "description", "duration", "end_date_time", "impersonator_creator_resource_id", "is_complete", "last_modified_date_time", "start_date_time", "status", "sync_time", "status_name"] |
| Autotask Departments - API | ODS Dataset which generated from Autotask Departments | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "department_id", "name", "number", "description", "primary_location_id", "sync_time"] |
| Autotask Configuration Items - API | ODS Dataset which generated from Autotask Configuration Items | Jan 06, 2022 | May 26, 2022 | ["id", "tenant_code", "contract_id", "items_id", "reference_number", "reference_title", "client", "notes", "location", "serial_number", "monthly_cost", "per_use_cost", "hourly_cost", "number_of_users", "setup_fee", "daily_cost", "create_date", "warranty_expiration_date", "install_date", "sync_time", "product_id", "last_update_time", "domain_conf_item", "is_active", "vendor_id", "company_id", "contact_id", "service_id", "ssl_source", "api_vendor_id", "rmm_device_id", "ssl_issued_by", "ssl_location", "rmm_device_uid", "datto_hostname", "datto_remote_ip", "installed_by_id", "ssl_common_name", "source_charge_id", "datto_internal_ip", "service_bundle_id", "ssl_organization", "ssl_serial_number", "datto_os_version_id", "source_charge_type", "company_location_id", "contract_service_id", "created_by_person_id", "datto_drives_errors", "datto_serial_number", "datto_zfs_version_id", "domain_registrar_id", "rmm_open_alert_count", "user_defined_fields", "datto_uptime_seconds", "datto_used_kilobytes", "device_networking_id", "datto_number_of_agents", "datto_number_of_drives", "datto_percentage_used", "ssl_organization_unit", "datto_kernel_version_id", "datto_number_of_volumes", "installed_by_contact_id", "last_activity_person_id", "ssl_valid_from_date_time", "configuration_item_type", "datto_offsite_used_bytes", "rmm_device_audit_model_id", "ssl_signature_algorithm", "ssl_valid_until_date_time", "last_activity_person_type", "rmm_device_audit_domain_id", "rmm_device_audit_hostname", "rmm_device_audit_last_user", "rmm_device_audit_snmp_name", "contract_service_bundle_id", "datto_available_kilobytes", "datto_protected_kilobytes", "rmm_device_audit_ip_address", "service_level_agreement_id", "datto_last_check_in_date_time", "domain_expiration_date_time", "rmm_device_audit_mac_address", "domain_last_updated_date_time", "parent_configuration_item_id", "rmm_device_audit_description", "rmm_device_audit_memory_bytes", "rmm_device_audit_processor_id", "rmm_device_audit_snmp_contact", "datto_device_memory_megabytes", "domain_registration_date_time", "rmm_device_audit_device_type_id", "rmm_device_audit_mobile_number", "rmm_device_audit_snmp_location", "rmm_device_audit_storage_bytes", "configuration_item_category_id", "rmm_device_audit_motherboard_id", "rmm_device_audit_patch_status_id", "rmm_device_audit_service_pack_id", "rmm_device_audit_architecture_id", "rmm_device_audit_backup_status_id", "rmm_device_audit_manufacturer_id", "impersonator_creator_resource_id", "rmm_device_audit_operating_system", "datto_nic_speed_kilobits_per_second", "rmm_device_audit_display_adaptor_id", "rmm_device_audit_software_status_id", "rmm_device_audit_antivirus_status_id", "rmm_device_audit_external_ip_address", "rmm_device_audit_missing_patch_count", "rmm_device_audit_mobile_network_operator_id"] |
| Autotask Companies | ODS Dataset which generated from Autotask Companies | Jan 06, 2022 | Apr 11, 2023 | ["id", "tenant_code", "company_id", "company_name", "phone", "city", "state", "is_active", "create_date", "last_activity_date", "sync_time", "country_id", "classification", "additional_address_information", "address1", "address2", "alternate_phone1", "alternate_phone2", "api_vendor_id", "asset_value", "bill_to_company_location_id", "bill_to_additional_address_information", "billing_address1", "billing_address2", "bill_to_address_to_use", "bill_to_attention", "bill_to_city", "bill_to_country_id", "bill_to_state", "bill_to_zip_code", "company_category_id", "company_number", "company_type", "competitor_id", "created_by_resource_id", "currency_id", "fax", "impersonator_creator_resource_id", "invoice_email_message_id", "invoice_method", "invoice_non_contract_items_to_parent_company", "invoice_template_id", "is_client_portal_active", "is_enabled_for_comanaged", "is_sample", "is_task_fire_active", "is_tax_exempt", "last_tracked_modified_date_time", "market_segment_id", "owner_resource_id", "parent_company_id", "postal_code", "purchase_order_template_id", "quote_email_message_id", "quote_template_id", "sic_code", "stock_market", "stock_symbol", "survey_company_rating", "tax_id", "tax_region_id", "territory_id", "web_address", "user_defined_fields"] |
| Autotask Products - API | ODS Dataset which generated from Autotask Products | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "products_id", "billing_type", "charge_billing_code_id", "default_vendor_id", "impersonator_creator_resource_id", "period_type", "price_cost_method", "product_billing_code_id", "product_category", "markup_rate", "msrp", "unit_cost", "unit_price", "description", "external_product_id", "internal_product_id", "link", "manu_facturer_name", "manu_facturer_product_name", "name", "sku", "vendor_product_number", "does_not_require_procurement", "is_active", "is_eligible_for_rma", "is_serialized", "sync_time"] |
| Autotask Service Level Agreement Results - API | ODS Dataset which generated from Autotask Service Level Agreement Results | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "service_level_agreement_results_id", "ticket_id", "is_resolution_met", "is_first_response_met", "is_resolution_plan_met", "resolution_resource_id", "resolution_elapsed_hours", "first_response_resource_id", "resolution_plan_resource_id", "first_response_elapsed_hours", "service_level_agreement_name", "resolution_plan_elapsed_hours", "first_response_initiating_resource_id", "sync_time"] |
| Autotask Resource Role Queues - API | ODS Dataset which generated from Autotask Resource Role Queues | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "name", "label", "value", "parent_value", "is_system", "is_active", "is_default_value", "sort_order", "sync_time", "type"] |
| Autotask Tickets - API | ODS Dataset which generated from Autotask Tickets | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "ticket_id", "title", "source", "status", "priority", "company_id", "contact_id", "ticket_type", "create_date", "last_activity_date", "sync_time", "source_name", "status_name", "priority_name", "company_name", "contact_name", "ticket_number", "creator_resource_id", "assigned_resource_id", "ticket_type_name", "current_service_thermometer_rating", "due_date_time", "estimated_hours", "first_response_date_time", "first_response_due_datetime", "issue_type", "previous_service_thermometer_rating", "queueid", "resolution_plan_date_time", "resolution_plan_due_datetime", "resolved_date_time", "resolved_due_datetime", "service_thermometer_temperature", "sub_issue_type", "ticket_category", "completed_date", "queue_id_name", "resolution", "change_approval_board", "change_approval_board_name", "last_activity_resource_id", "link"] |
| Autotask Resources - API | ODS Dataset which generated from Autotask Resources | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "user_id", "user_name", "email", "is_active", "hire_date", "sync_time", "first_name", "last_name", "license_type"] |
| Autotask Service Call Task Resource - API | ODS Dataset which generated from Autotask Service Call Task Resource | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "service_call_task_resource_id", "resource_id", "service_call_task_id", "sync_time"] |
| Autotask Contacts - API | ODS Dataset which generated from Autotask Contacts | Jan 06, 2022 | Jan 25, 2022 | ["id", "tenant_code", "contact_id", "company_id", "company_name", "first_name", "last_name", "phone", "city", "state", "is_active", "create_date", "last_activity_date", "sync_time", "email_address", "title"] |
| Autotask Opportunities - API | ODS Dataset which generated from Autotask Opportunities | Jan 06, 2022 | Jan 06, 2022 | [] |
| Autotask Service Call Tickets - API | ODS Dataset which generated from Autotask Service Call Tickets | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "service_call_tickets_id", "service_call_id", "ticket_id", "sync_time"] |
| Autotask Roles - API | ODS Dataset which generated from Autotask Roles | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "roles_id", "description", "hourly_factor", "hourly_rate", "is_active", "is_excluded_from_new_contracts", "is_system_role", "name", "quote_item_default_tax_category_id", "role_type", "sync_time"] |
| Autotask Projects - API | ODS Dataset which generated from Autotask Projects | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "project_id", "actual_billed_hours", "actual_hours", "change_orders_budget", "change_orders_revenue", "completed_date_time", "completed_percentage", "contract_id", "create_date_time", "department", "description", "duration", "estimated_sales_cost", "estimated_time", "ext_project_type", "ext_project_number", "labor_estimated_costs", "labor_estimated_margin_percentage", "labor_estimated_revenue", "original_estimated_revenue", "project_cost_estimated_margin_percentage", "project_costs_budget", "project_costs_revenue", "project_name", "project_number", "purchase_order_number", "sgda", "status", "start_date_time", "status_detail", "status_date_time", "project_type", "sync_time", "end_date_time", "project_lead_resource_id", "status_name", "project_type_name"] |
| Autotask Service Bundles - API | ODS Dataset which generated from Autotask Service Bundles | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "service_bundles_id", "billing_code_id", "create_date", "creator_resource_id", "description", "invoice_description", "last_modified_date", "service_bundles_name", "percentage_discount", "period_type", "service_level_agreement_id", "unit_cost", "unit_discount", "unit_price", "update_resource_id", "sync_time", "is_active"] |
| Autotask Service Call Tasks - API | ODS Dataset which generated from Autotask Service Call Tasks | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "service_call_tasks_id", "service_call_id", "task_id", "sync_time"] |
| Autotask Next Ticket Reject Logs | Shows List of Ticket Rejected on the Next Ticket in the last 30 days. | Jan 11, 2022 | Jul 07, 2023 | ["tenant_code", "user_id", "full_name", "autotask_user_full_name", "create_time", "type", "ticket_id", "ticket_number", "title", "company_name", "reason", "username", "job_title", "manager", "manager_email", "link", "ticket_link"] |
| Autotask Next Ticket Logs | Shows the next ticket logs data for the last 4 months for auto task clients. | Jan 17, 2022 | Dec 11, 2023 | ["tenant_code", "user_id", "action", "title", "create_date", "create_time", "ticket_id", "ticket_number", "status", "queue", "update_ticket_flag", "last_update_date", "last_update_time", "first_response_date_time", "company_name", "techname", "techfname", "techlname", "email"] |
| Contract Service Bundle Units | Contract service bundles with a period start date in the last 2 years. | Feb 09, 2022 | Dec 10, 2022 | ["id", "contract_id", "contract_period_start_date", "contract_period_end_date", "internal_currency_price", "contract_service_bundle_id", "service_bundle_id", "units", "service_bundles_name", "service_bundle_description", "period_type", "contract_status", "contract_name", "account_name", "account_owner", "unit_price", "datediff", "in_current_period"] |
| 0-24Hour | 0~24 | Feb 10, 2022 | Feb 24, 2023 | ["first_response_date_time_full", "value", "tenant_code"] |
| Autotask Company List for Currently Logged In User | This dataset will return all of the companies under the currently logged in user. | Feb 10, 2022 | Feb 21, 2023 | ["id", "email", "first_name", "last_name", "full_name", "company_name"] |
| Autotask In Progress Ticket | This dataset contains Autotask tickets that the status is currently in progress. Shows previous status,activity date and resource. | Mar 01, 2022 | Dec 10, 2022 | ["tenant_code", "ticket_id", "status_name", "sync_time", "ticket_number", "last_activity_date", "last_activity_resource_id", "creator_resource_id", "assigned_resource_id", "from_status", "working_name", "in_progress_flag", "from_in_progress_flag", "link", "mins_since_last_activity", "first_name", "last_name", "username"] |
| Autotask Contracts | Dataset for Autotask Contracts/Agreement | Mar 17, 2022 | Jun 29, 2023 | ["company", "cost_company", "contract_number", "description", "contract", "compliant", "estimated_hours", "overage_billing_rate", "purchase_order_number", "estimated_cost", "estimated_revenue", "setup_fee", "start_date", "end_date", "status", "type", "billing_preference", "contract_period_type", "account_classification", "date", "quantity", "rate", "revenue", "subtype", "billed_hours", "profit", "profitability", "unit_cost", "unit_price", "item_description", "actual_hours", "labor_cost", "invoice_date_time"] |
| Autotask Company Locations - API | ODS Dataset which generated from Autotask Company Locations | Mar 22, 2022 | Mar 22, 2022 | ["id", "tenant_code", "sync_time", "other_id", "fax", "city", "name", "phone", "state", "address1", "address2", "is_active", "company_id", "country_id", "is_primary", "postal_code", "description", "is_tax_exempt", "tax_region_id", "alternate_phone1", "alternate_phone2", "roundtrip_distance", "override_company_tax_settings"] |
| Autotask Invoice Data | Invoices created in the last 2 years from Autotask. | Apr 26, 2022 | Apr 18, 2023 | ["total_tax_value", "voided_date", "to_date", "id", "tax_region_name", "comments", "from_date", "batch_id", "due_date", "client", "invoice_date", "invoice_total", "payment_term", "voided_by", "account_owner", "invoice_number", "invoice_editor_template_id", "is_voided", "tax_group", "creator", "paid_date", "aging", "aging_status", "created_date", "order_number", "web_service_date", "state", "zip_code"] |
| Autotask Configuration Data | Autotask Configuration Data | May 30, 2022 | Jan 10, 2024 | ["reference_number", "daily_cost", "create_date", "client", "monthly_cost", "type", "notes", "per_use_cost", "install_date", "hourly_cost", "installed_by_id", "installed_by", "number_of_users", "location", "warranty_expiration_date", "is_active", "serial_number", "setup_fee", "reference_title", "product_name", "manufacturer_name", "id", "contract_id", "account_classification", "company_name", "company_id"] |
| Autotask Configuration Item Types - API | ODS Dataset which generated from Autotask Configuration Item Types | May 31, 2022 | Jun 01, 2022 | ["id", "tenant_code", "sync_time", "item_type_id", "is_active", "name"] |
| Autotask Holiday Sets - API | ODS Dataset which generated from Autotask Holiday Sets | Jun 01, 2022 | Jun 01, 2022 | $row.get($key) |
| Autotask Task Data | A dataset containing the details for all the tasks that were updated in the last 120 days. | Jun 03, 2022 | Jan 05, 2024 | ["id", "task_id", "status_name", "is_task_billable", "last_activity_date_time", "type_name", "title", "can_client_portal_user_complete_task", "priority", "project_id", "project_name", "project_account", "status_detail", "project_status_set_date", "start_date_time", "department_id", "purchase_order_number", "task_number", "description", "end_date_time", "create_date_time", "completed_date_time", "allocation_code", "creator_resource_username", "creator_resource", "creator_type", "is_visible_in_client_portal", "estimated_hours", "assigned_resource_role", "assigned_resource", "assigned_resource_name", "remaining_hours", "phase_title", "phase_start_date", "phase_estimated_hours", "phase_due_date", "assigned_resource_email", "project_lead", "project_lead_email", "customer", "project_number", "department", "creator_resource_type", "task_age", "task_age_range"] |
| Autotask Service Call Ticket Resource | A dataset containing the details about the service calls, especially the assignees. | Jun 07, 2022 | Nov 27, 2023 | ["id", "service_call_assignee", "service_call_ticket_id", "ticket_id", "service_call_duration", "service_call_start_date", "service_call_end_date", "service_call_description", "service_call_status", "service_call_date_created", "ticket_title", "ticket_number", "ticket_status", "service_call_assignee_email"] |
| Autotask Resources | This dataset contains the details for the Autotask resources api with Full name. | Jun 23, 2022 | Oct 02, 2023 | ["full_name", "id", "tenant_code", "user_id", "user_name", "email", "is_active", "hire_date", "sync_time", "first_name", "last_name", "license_type", "user_type", "office_phone", "payroll_type", "mobile_phone", "resource_type", "internal_cost", "default_service_desk_role_id", "title", "email_type_code", "email_type_code2", "email_type_code3", "resource_available_hours"] |
| AutoTask Survey Results Full | This dataset will return your survey results from your AutoTask integration. This contains the survey rating per resource, contact full name, ticket id, etc | Jul 13, 2022 | Dec 10, 2022 | ["id", "send_date", "survey_id", "survey_rating", "survey_rating_dec", "complete_date", "account_id", "account", "contact_id", "contact_full_name", "contact_rating", "resource_rating", "ticket_id", "ticket_title", "company_rating", "ticket_date_opened", "ticket_date_resolved", "ticket_date_closed", "resource_name", "account_owner_full_name"] |
| Next Ticket For AutoTask Rule Report | Next Ticket For AutoTask Rule Report | Aug 02, 2022 | Aug 02, 2022 | ["model_name_default", "id", "tenant_code", "rule_number", "rule_name", "display_name", "enable", "rule_description", "rule_config", "model_id", "model_name", "creator", "create_date", "type"] |
| Autotask Contacts | This dataset is the DW version of the Autotask Contacts dataset. This lists the contacts registered in Autotask. | Oct 05, 2022 | May 18, 2023 | ["id", "contact_id", "company_id", "company_name", "first_name", "last_name", "phone", "city", "state", "is_active", "create_date", "last_activity_date", "email_address", "title", "additional_address_information", "address_line", "address_line1", "alternate_phone", "bulk_email_opt_out_time", "company_location_id", "country_id", "email_address2", "email_address3", "extension", "external_id", "facebook_url", "fax_number", "impersonator_creator_resource_id", "is_opted_out_from_bulk_email", "last_modified_date", "linked_in_url", "middle_initial", "mobile_phone", "name_prefix", "name_suffix", "note", "receives_email_notifications", "primary_contact", "room_number", "solicitation_opt_out", "solicitation_opt_out_time", "survey_opt_out", "twitter_url", "zip_code", "notifications", "classification_name", "classification_value"] |
| Autotask Ticket Notes - API | ODS Dataset which generated from Autotask Ticket Notes | Nov 09, 2022 | Nov 09, 2022 | ["id", "tenant_code", "other_id", "ticket_id", "create_date_time", "created_by_contact_id", "creator_resource_id", "description", "impersonator_creator_resource_id", "impersonator_updater_resource_id", "last_activity_date", "note_type", "publish", "title", "sync_time"] |
| Autotask Information | A dataset containing all Autotask information | Nov 22, 2022 | Apr 25, 2023 | ["id", "label", "name", "type", "is_active"] |
| Autotask Contract Profitability Data | Dataset for Autotask Contracts | Dec 02, 2022 | Apr 07, 2023 | ["company_id", "company_name", "contract_name", "contract_type", "contract_category", "contract_id", "periodtype", "contract_start_date", "contract_end_date", "invoice_date_time", "invoice_date", "value", "total_billed", "service_cost", "labor_cost", "profit", "actual_hours", "labor_hours", "effective_labor_hours", "target_hours"] |
| Autotask Contract Data | Listing of contracts within Autotask. | Dec 13, 2022 | Jan 14, 2023 | ["status", "billing_preference", "contract_category", "contract_type", "client", "account_classification", "contract_name", "estimated_revenue", "overage_billing_rate", "end_date", "purchase_order_number", "estimated_cost", "compliance", "is_default_contract", "contract_number", "setup_fee", "start_date", "estimated_hours", "time_reporting_requires_start_and_stop_times", "id", "description"] |
| Autotask Ticket Details - Layered | Main Layer : All open tickets and all closed tickets with an update in the last 14 days. Layers: - Tickets Updated Last 210 days - Tickets Updated Last 365 days | Dec 13, 2022 | Dec 11, 2023 | ["id", "ticket_id", "ticket_number", "title", "create_date", "completed_date", "ticket_age", "last_activity_date", "sla_met", "due_date_time", "first_response_datetime", "first_response_due_datetime", "met_first_response_sla", "resolution_plan_datetime", "resolution_plan_due_datetime", "met_resolution_plan_sla", "resolved_datetime", "resolved_due_datetime", "met_resolution_sla", "estimated_hours", "issue_type", "sub_issue_type", "ticket_type", "priority", "status", "has_service_call_ticket", "current_service_thermometer_rating", "previous_service_thermometer_rating", "service_thermometer_temperature", "client", "territory", "contract_name", "queue", "serial_number", "work_type", "source", "contact_name", "resource_name", "time_to_response_hrs", "time_to_response", "time_to_resolution_hrs", "time_to_resolution", "time_to_resolution_plan_hrs", "time_to_resolution_plan", "time_to_response_plan_hrs", "time_to_response_plan", "hours_worked", "closed_flag", "time_entry_count", "account_classification", "created_by", "product_attached", "same_day_completed", "ticket_category", "sla_name", "account_owner_full_name", "work_role", "time_to_response_goal", "time_to_resolution_plan_goal", "time_to_resolution_goal", "ticket_location_city", "ticket_location_name", "client_city", "contact_location_city", "contact_location_name", "recurring_ticket_flag", "ticketlink", "company_name", "first_response_date_time", "resolution_plan_date_time", "configuration_item_name", "contact_id", "current_datetime", "current_day", "user_id", "username", "email_address", "last_customer_visible_activity_date_time", "configuration_item_id", "manager_name", "tablelink", "configuration_item_type_name", "configuration_item_type", "date_worked", "outsourced", "has_been_escalated", "hours_to_bill", "timeentry_resource_names", "time_entry_ids", "description", "project_id", "mapped_company_name", "ticket_location_active_status", "contact_location_active_status", "resolution"] |
| Autotask Contract Charges Data | Autotask Contract Charges data describes a cost associated with an Autotask Contract. A cost is a billing item for products or materials. Cost items can be billable or non-billable. Billable cost items appear in Approve and Post. | Dec 30, 2022 | Mar 16, 2023 | ["billable_amount", "billing_code_id", "charge_type", "contract_charges_id", "contract_id", "contract_service_bundle_id", "contract_service_id", "create_date", "creator_resource_id", "date_purchased", "description", "extended_cost", "id", "internal_currency_billable_amount", "internal_currency_unit_price", "internal_purchase_order_number", "is_billable_to_company", "is_billed", "name", "notes", "organizational_level_association_id", "product_id", "purchase_order_number", "status", "status_last_modified_by", "status_last_modified_date", "unit_cost", "unit_price", "unit_quantity", "company_name"] |
| Autotask Holiday Data | Autotask dataset that shows company holiday data | Jan 10, 2023 | Feb 10, 2023 | ["id", "holiday_id", "holiday_date", "holiday_name", "holiday_set_id"] |
| Autotask Time Entry Details - Layered | This dataset will return all of your time entries. It currently has 2 layers. The main layer covers the time entries for the last 14 days while the sub-layer covers 210 days. | Jan 11, 2023 | Dec 11, 2023 | ["id", "create_date", "last_modified_date", "date_worked", "start_date", "end_date", "show_on_invoice", "hours_worked", "billing_status", "hours_to_bill", "ticket_number", "title", "ticket_status", "issue_type", "client", "resource_name", "queue", "work_type", "internal_category", "role_name", "task_number", "contract_name", "contract_type_name", "contract_type", "account_classification", "summary_notes", "project_name", "ticket_id", "user_id", "username", "resource_username", "mapped_company_name"] |
| Autotask App Suite Time Entry Details | Please use the dataset Autotask Time Entry Details if you're trying to get data from the time entries in Autotask. This dataset is for Autotask Suites available in the Apps. | Jan 26, 2023 | Nov 27, 2023 | ["id", "date", "create_date", "date_time", "last_modified_date", "date_worked", "start_date", "day_of_week", "end_date", "show_on_invoice", "hours_worked", "billing_status", "hours_to_bill", "ticket_number", "title", "ticket_status", "issue_type", "client", "resource_name", "active_resource", "queue", "work_type", "internal_category", "role_name", "task_number", "contract_name", "contract_type", "account_classification", "daily_capacity_per_user", "is_weekday", "time_entry_type", "time_entry_type_name", "internal_company", "is_non_billable", "team_name", "non_business_hours", "estimated_hours", "daily_span", "week_start", "department", "source_name"] |
| Autotask App Suite Team Name | This dataset is for the teams in Autotask App Suites | Jan 27, 2023 | Apr 11, 2023 | ["resource_name", "team_name"] |
| Autotask Resource Role Departments - API | ODS Dataset which generated from Autotask Resource Role Departments | Feb 06, 2023 | Feb 06, 2023 | ["id", "tenant_code", "resource_role_departments_id", "sync_time", "department_id", "is_active", "is_default", "is_department_lead", "resource_id", "role_id"] |
| Autotask Ticket Delete - API | ODS Dataset which generated from Autotask Ticket Delete | Feb 15, 2023 | Feb 15, 2023 | ["id", "tenant_code", "other_id", "ticket_id", "ticket_number", "ticket_title", "deleted_by_resource_id", "sync_time", "deleted_date_time"] |
| Autotask Tickets History - API | ODS Dataset which generated from Autotask Tickets History | Feb 20, 2023 | Feb 20, 2023 | ["id", "sync_time", "tenant_code", "ticket_id", "other_id", "action", "detail", "resource_id", "date"] |
| Autotask Time Off Requests | This dataset shows the list of time off requests from Autotask. | Feb 27, 2023 | Mar 30, 2023 | ["time_off_id", "resource_identifier", "resource_name", "hours", "request_date", "status", "reason", "time_off_request_type", "approve_reject_resource_name", "last_modified_by_resource_name", "created_by_resource_name", "reject_reason", "start_time", "end_time", "approved_date_time", "last_modified_date_time", "create_date_time"] |
| Autotask Account Notes | This dataset will return your company notes for the last 4 months, details about the assigned resource for the note, and opportunity details for the companies | Mar 08, 2023 | Apr 08, 2023 | ["id", "assigned_resource_id", "end_date", "opporunity_id", "account_note", "start_date", "action_type", "last_modified_date", "account_id", "resource_name", "account_name", "opportunity_title", "opportunity_date_closed"] |
| Autotask App Suite Ticket Details - Layered | Please use the dataset Autotask Ticket Details if you're trying to get data from the ticket details in Autotask. This dataset is for Autotask Suites available in the Apps. Main Layer : All open tickets and all closed tickets with an update in the last 14 days. Layers: - Tickets Updated Last 210 days - Tickets Updated Last 365 days | Mar 08, 2023 | Jan 05, 2024 | ["id", "ticket_id", "ticket_number", "title", "create_date", "completed_date", "ticket_age", "ticket_age_range", "last_activity_date", "sla_met", "due_date_time", "first_response_datetime", "first_response_due_datetime", "met_first_response_sla", "resolution_plan_datetime", "resolution_plan_due_datetime", "met_resolution_plan_sla", "resolved_datetime", "resolved_due_datetime", "met_resolution_sla", "estimated_hours", "issue_type", "sub_issue_type", "ticket_type", "priority", "status", "has_service_call_ticket", "current_service_thermometer_rating", "previous_service_thermometer_rating", "service_thermometer_temperature", "client", "territory", "contract_name", "contract_category", "queue", "serial_number", "work_type", "source", "contact_name", "resource_name", "time_to_response_hrs", "time_to_response", "time_to_resolution_hrs", "time_to_resolution", "time_to_resolution_plan_hrs", "time_to_resolution_plan", "time_to_response_plan_hrs", "time_to_response_plan", "hours_worked", "closed_flag", "time_entry_count", "account_classification", "created_by", "product_attached", "same_day_completed", "ticket_category", "sla_name", "account_owner_full_name", "work_role", "time_to_response_goal", "time_to_resolution_plan_goal", "time_to_resolution_goal", "ticket_location_city", "ticket_location_name", "client_city", "contact_location_city", "contact_location_name", "recurring_ticket_flag", "ticketlink", "company_name", "first_response_date_time", "resolution_plan_date_time", "configuration_item_name", "contact_id", "current_datetime", "current_day", "user_id", "username", "email_address", "last_customer_visible_activity_date_time", "configuration_item_id", "manager_name", "tablelink", "configuration_item_type_name", "configuration_item_type", "date_worked", "outsourced", "has_been_escalated", "hours_to_bill", "team_name", "internal_company", "create_age", "last_update_age", "completed_by", "create_range", "updated_range", "department", "te_count_over3mins", "distinct_total_member_te_logged", "first_time_entry", "closed_first_contact", "first_line_response", "time_to_first_entry"] |
| Autotask Ticket History | This dataset list all the tickets that have the status changed in the last 210 days. May contain multiple ticket_id if a ticket has changed status many times in the last 210 days. | Mar 21, 2023 | Nov 30, 2023 | ["other_id", "status_change_date", "from_status", "to_status", "resource_name", "id", "ticket_id", "ticket_number", "title", "create_date", "completed_date", "ticket_age", "ticket_age_hour", "last_activity_date", "sla_met", "due_date_time", "first_response_datetime", "first_response_due_datetime", "met_first_response_sla", "resolution_plan_datetime", "resolution_plan_due_datetime", "met_resolution_plan_sla", "resolved_datetime", "resolved_due_datetime", "met_resolution_sla", "estimated_hours", "current_issue_type", "current_sub_issue_type", "current_ticket_type", "current_priority", "current_status", "has_service_call_ticket", "client", "territory", "contract_name", "queue", "serial_number", "work_type", "source", "contact_name", "time_to_response_hrs", "time_to_response", "time_to_resolution_hrs", "time_to_resolution", "time_to_resolution_plan_hrs", "time_to_resolution_plan", "time_to_response_plan_hrs", "time_to_response_plan", "hours_worked", "current_closed_flag", "time_entry_count", "account_classification", "created_by", "product_attached", "same_day_completed", "ticket_category", "account_owner_full_name", "time_to_response_goal", "time_to_resolution_plan_goal", "time_to_resolution_goal", "ticket_location_city", "ticket_location_name", "client_city", "contact_location_city", "contact_location_name", "recurring_ticket_flag", "ticketlink", "company_name", "first_response_date_time", "resolution_plan_date_time", "configuration_item_name", "contact_id", "current_datetime", "current_day", "last_customer_visible_activity_date_time", "configuration_item_id", "tablelink", "configuration_item_type_name", "configuration_item_type"] |
| Autotask App Suite Ticket History | A dataset containing the ticket's historical data. This is for the Autotask App Suite. | Mar 22, 2023 | Nov 30, 2023 | ["other_id", "status_change_date", "from_status", "to_status", "resource_name", "id", "ticket_id", "ticket_number", "title", "create_date", "completed_date", "ticket_age", "last_activity_date", "sla_met", "due_date_time", "first_response_datetime", "first_response_due_datetime", "met_first_response_sla", "resolution_plan_datetime", "resolution_plan_due_datetime", "met_resolution_plan_sla", "resolved_datetime", "resolved_due_datetime", "met_resolution_sla", "estimated_hours", "current_issue_type", "current_sub_issue_type", "current_ticket_type", "current_priority", "current_status", "has_service_call_ticket", "client", "territory", "contract_name", "queue", "serial_number", "work_type", "source", "contact_name", "time_to_response_hrs", "time_to_response", "time_to_resolution_hrs", "time_to_resolution", "time_to_resolution_plan_hrs", "time_to_resolution_plan", "time_to_response_plan_hrs", "time_to_response_plan", "hours_worked", "current_closed_flag", "time_entry_count", "account_classification", "created_by", "product_attached", "same_day_completed", "ticket_category", "account_owner_full_name", "time_to_response_goal", "time_to_resolution_plan_goal", "time_to_resolution_goal", "ticket_location_city", "ticket_location_name", "client_city", "contact_location_city", "contact_location_name", "recurring_ticket_flag", "ticketlink", "company_name", "first_response_date_time", "resolution_plan_date_time", "configuration_item_name", "contact_id", "current_datetime", "current_day", "last_customer_visible_activity_date_time", "configuration_item_id", "tablelink", "configuration_item_type_name", "configuration_item_type", "internal_company", "team_name"] |
| Autotask App Utilization Analysis Time Entry Total Per Technician 30 Days | The dataset contains the aggregated time entry details such as the count of time entries and the sum of hours grouped by day and technician in the last 30 days. | Mar 23, 2023 | Apr 28, 2023 | ["tenant_code", "log_date", "resource_id", "resource_name", "email", "total_time_entry", "hours_worked_billable", "hours_worked_nonbillable", "hours_worked_nocharge", "hours_worked", "hours_billable", "total_entry_last_30d", "log_month", "log_week", "log_day_of_week", "user_title", "user_tenant_role", "include_in_utilization_reporting_flag", "hire_duration", "team_name", "leader_name", "department_name"] |
| Autotask Late Time Entry User 30 Days | All Autotask user time entries for the last 30 days | Mar 28, 2023 | May 03, 2023 | ["tenant_code", "resource_id", "entry_day", "total_time_entry", "late_time_entry", "late_rate", "late_hours", "company_rank", "msp_rank", "sys_uid", "manager_id", "manager_full_name", "user_full_name", "user_status"] |
| Autotask Change Order Charges - API | ODS Dataset which generated from Autotask Change Order Charges | May 31, 2023 | May 31, 2023 | ["id", "tenant_code", "sync_time", "other_id", "billable_amount", "billing_code_id", "change_order_hours", "charge_type", "contract_service_bundle_id", "contract_service_id", "create_date", "creator_resource_id", "date_purchased", "description", "extended_cost", "internal_currency_billable_amount", "internal_currency_unit_price", "internal_purchase_order_number", "is_billable_to_company", "is_billed", "name", "notes", "organizational_level_association_id", "product_id", "purchase_order_number", "status", "status_last_modified_by", "status_last_modified_date", "task_id", "unit_cost", "unit_price", "unit_quantity"] |
| Autotask Inventory StockedItems - API | ODS Dataset which generated from Autotask Inventory StockedItems | Jun 13, 2023 | Jun 13, 2023 | ["id", "tenant_code", "sync_time", "other_id", "available_units", "company_id", "configuration_item_id", "create_date_time", "created_by_resource_id", "current_inventory_location_id", "delivered_units", "inventory_product_id", "purchase_order_item_receiving_id", "on_hand_units", "parent_inventory_stocked_item_id", "picked_removed_by_resource_id", "picked_removed_date_time", "picked_units", "purchase_order_id", "purchase_order_item_id", "quote_item_id", "removed_units", "reserved_units", "return_price", "return_type_id", "serial_number", "status_id", "transferred_units", "unit_cost", "vendor_id", "vendor_invoice_number", "parent_stocked_item_received_units", "contract_charge_id", "project_charge_id", "ticket_charge_id"] |
| Autotask Ticket Charges - API | ODS Dataset which generated from Autotask Ticket Charges | Jun 19, 2023 | Jun 19, 2023 | ["id", "tenant_code", "sync_time", "other_id", "billable_amount", "billing_code_id", "charge_type", "contract_service_bundle_id", "contract_service_id", "create_date", "creator_resource_id", "date_purchased", "description", "extended_cost", "internal_currency_billable_amount", "internal_currency_unit_price", "internal_purchase_order_number", "is_billable_to_company", "is_billed", "name", "notes", "organizational_level_association_id", "product_id", "purchase_order_number", "status", "status_last_modified_by", "status_last_modified_date", "ticket_id", "unit_cost", "unit_price", "unit_quantity"] |
| Autotask Inventory Items - API | ODS Dataset which generated from Autotask Inventory Items | Jun 19, 2023 | Jun 19, 2023 | ["id", "tenant_code", "sync_time", "other_id", "back_order_quantity", "bin", "inventory_location_id", "product_id", "quantity_maximum", "quantity_minimum", "quantity_on_hand", "quantity_on_order", "quantity_picked", "quantity_reserved", "reference_number"] |
| Autotask Inventory Locations - API | ODS Dataset which generated from Autotask Inventory Locations | Jun 21, 2023 | Jun 21, 2023 | ["id", "tenant_code", "sync_time", "other_id", "impersonator_creator_resource_id", "is_active", "is_default", "location_name", "resource_id"] |
| Autotask Organizational Level1 - API | ODS Dataset which generated from Autotask Organizational Level1 | Jul 05, 2023 | Jul 05, 2023 | ["id", "tenant_code", "other_id", "sync_time", "name", "description", "is_active"] |
| Autotask Organizational Level2 - API | ODS Dataset which generated from Autotask Organizational Level2 | Jul 05, 2023 | Jul 05, 2023 | ["id", "tenant_code", "other_id", "sync_time", "name", "description", "is_active"] |
| Autotask Organizational Level Associations - API | ODS Dataset which generated from Autotask Organizational Level Associations | Jul 12, 2023 | Jul 12, 2023 | ["id", "tenant_code", "sync_time", "other_id", "is_active", "organizational_level1_id", "organizational_level2_id", "insert_db_time"] |
| Autotask Organizational Resources - API | ODS Dataset which generated from Autotask Organizational Resources | Jul 12, 2023 | Jul 12, 2023 | ["id", "tenant_code", "sync_time", "other_id", "organizational_level_association_id", "resource_id", "insert_db_time"] |
| Autotask Survey Results - API | ODS Dataset which generated from Autotask Survey Results | Jul 18, 2023 | Jul 18, 2023 | ["id", "tenant_code", "survey_result_id", "survey_id", "contact_id", "ticket_id", "survey_rating", "contact_rating", "resource_rating", "company_rating", "send_date", "complete_date", "sync_time", "company_id"] |
| Team GPS Autotask Member KPI | Team GPS Member KPI Dataset. Contain member's KPI based on the KPI set by the company. | Jul 26, 2023 | Oct 04, 2023 | ["dataset_name", "date", "last_update_time", "user_id", "name", "user_name", "daily_capacity", "actual_hours", "billable_hours", "count_notes_ticket", "count_timentry_ticket", "ticket_touches_kpi", "ticket_touches_format", "unscheduled_leave_kpi", "unscheduled_leave_format", "productive_time_kpi", "productive_time_format", "true_productive_time_kpi", "true_productive_time_format", "billable_utilization_rate_kpi", "billable_utilization_rate_format", "resolved_tickets_kpi", "resolved_tickets_format", "response_met_p1", "response_unmet_p1", "p1_sla_response_kpi", "p1_sla_response_format", "response_met_p2", "response_unmet_p2", "p2_sla_response_kpi", "p2_sla_response_format", "response_met_p3", "response_unmet_p3", "p3_sla_response_kpi", "p3_sla_response_format", "resolution_plan_met_p1", "resolution_plan_unmet_p1", "p1_sla_resolution_plan_kpi", "p1_sla_resolution_plan_format", "resolution_plan_met_p2", "resolution_plan_unmet_p2", "p2_sla_resolution_plan_kpi", "p2_sla_resolution_plan_format", "resolution_plan_met_p3", "resolution_plan_unmet_p3", "p3_sla_resolution_plan_kpi", "p3_sla_resolution_plan_format", "resolved_met_p1", "resolved_unmet_p1", "p1_sla_resolved_kpi", "p1_sla_resolved_format", "resolved_met_p2", "resolved_unmet_p2", "p2_sla_resolved_kpi", "p2_sla_resolved_format", "resolved_met_p3", "resolved_unmet_p3", "p3_sla_resolved_kpi", "p3_sla_resolved_format", "first_call_resolution_kpi", "first_call_resolution_format", "same_day_close_kpi", "same_day_close_format", "late_time_entry_kpi", "late_time_entry_format", "client_retention_kpi", "client_retention_format"] |
| Team GPS Autotask KPI Ticket Details | Dataset shows the Ticket Details such as ticket number, status, priority, and dates. This is also connected with the Team GPS KPI settins. | Jul 26, 2023 | Aug 31, 2023 | ["ticket_id", "board_id", "board_name", "date_entered", "date_entered_date", "date_resolved", "date_resolved_date", "closed_date", "date_closed_date", "date_resplan", "date_resplan_date", "date_responded", "date_responded_date", "responded_by", "resplan_by", "resolved_by", "close_by", "ticket_owner_id", "ticket_owner_identifier", "metresponsesla", "metresplansla", "metresolvesla", "sla_name", "sla_id", "same_day_close_flag", "same_day_resolve_flag", "timeentry_count", "priority_id", "priority_name", "last_updated", "sla_kpi", "ticket_touches_kpi", "first_call_resolution_kpi", "same_day_close_kpi", "priority_1_kpi", "priority_2_kpi", "priority_3_kpi"] |
| Autotask Ticket Statistics Last 14 Days | All open tickets and all closed tickets with an update in the last 14 days. | Jul 26, 2023 | Aug 31, 2023 | ["id", "ticket_id", "ticket_number", "title", "create_date", "completed_date", "ticket_age", "last_activity_date", "sla_met", "due_date_time", "first_response_date_time", "first_response_due_datetime", "met_first_response_sla", "resolution_plan_date_time", "resolution_plan_due_datetime", "met_resolution_plan_sla", "resolved_datetime", "resolved_due_datetime", "met_resolution_sla", "estimated_hours", "issue_type", "sub_issue_type", "ticket_type", "priority", "status", "has_service_call_ticket", "current_service_thermometer_rating", "previous_service_thermometer_rating", "service_thermometer_temperature", "client_name", "territory", "contract_name", "queue", "serial_number", "source", "contact_name", "resource_name", "time_to_response_hrs", "time_to_response", "time_to_resolution_hrs", "time_to_resolution", "time_to_resolution_plan_hrs", "time_to_resolution_plan", "time_to_response_plan_hrs", "time_to_response_plan", "hours_worked", "closed_flag", "time_entry_count", "account_classification", "created_by", "product_attached", "same_day_completed", "ticket_category", "sla_name", "account_owner_full_name", "work_role", "time_to_response_goal", "time_to_resolution_plan_goal", "time_to_resolution_goal", "ticket_location_city", "ticket_location_name", "client_city", "contact_location_city", "contact_location_name", "recurring_ticket_flag", "work_type"] |
| Team GPS Autotask KPI Time Entry Details | This dataset presents the details of time entries, as well as the names of associated tickets and boards, all of which are connected to the team's GPS settings within the past month. | Jul 27, 2023 | Oct 03, 2023 | ["ticket_id", "timeentry_id", "summary", "board_name", "board_id", "billable_flag", "actual_hours", "hours_billed", "resource_id", "billable_option", "time_start", "date_start", "time_end", "date_entered", "update_time", "entered_duration", "work_type_name", "worktype_id", "notes", "unsched_leave", "sla_id", "identifier", "user_name", "member_name", "user_id", "daily_capacity", "actual_hours_kpi", "billable_hours_kpi", "late_time_entry_kpi", "productive_time_kpi"] |
| Autotask Resource Daily Availabilities - API | ODS Dataset which generated from Autotask Resource Daily Availabilities | Aug 03, 2023 | Aug 03, 2023 | ["id", "tenant_code", "other_id", "sync_time", "resource_id", "sunday_available_hours", "monday_available_hours", "tuesday_available_hours", "wednesday_available_hours", "thursday_available_hours", "saturday_available_hours", "weekly_billable_hours_goal", "travel_availability"] |
| Autotask Survey Results Last 120 Days | This will show all of your survey results that was sent out for the last 120 days | Oct 02, 2023 | Oct 19, 2023 | ["survey_result_id", "survey_id", "contact_id", "ticket_id", "survey_rating", "contact_rating", "resource_rating", "company_rating", "send_date", "complete_date", "client", "create_date", "contact_full_name", "resource_name", "ticket_title"] |
| Autotask Contract Role Costs | ODS Dataset which generated from Autotask Contract Role Costs | Nov 07, 2023 | Nov 07, 2023 | ["id", "tenant_code", "sync_time", "role_costs_id", "rate", "role_id", "contract_id", "resource_id"] |