Creating Autotask Monthly Report for New Customer (for use with Datto RMM)
Article is n process of being updated. Old info greyed out but not yet deleted. -RP 4/30/26
1. In Autotask Live Reports Designer, copy one of the templates from Monthly Reports Sent to ThinkAutomation to be Appended to Datto RMM Reports.
2. Change filters Contract: Account and Contract: Contract Name to the correct client.
2B. Confirm the following additional filters already exist. If not, add them:
Ticket Complete Date:
Is Between First Day Of Last Month' And 'Last Day Of Last Month' And Contract.Account = 'GM6 Management, LLC'
Ticket Title:
Ticket.Ticket Title Does Not Contain 'Closed Opportunity for'
When you add the keywords, do NOT put them in quotes. It should look like this:
3. Save, Right click and schedule the report.
4. Name the schedule: Monthly report for [Customer Name].
4.1 Make sure Export type is pdf.
5. Choose a time that is at least 10 minutes apart from any other monthly customer report's scheduled time. Make sure the date is correct.
6. Recurrence Pattern: Monthly 5thd day of every month. Start date will be the first day the report will be running. End date - 10 years in the future.
7. Filters: Check that filters are correct: Should be first day of last month and last day of last month and the correct client name.
8. Recipients: Send to request@thinkauto.geekgirlsit.com receivermmreport@geekgirlsit.com under other emails and cc info@geekgirlsit.com, also under other emails.
9. Subject must be EXACTLY as follows:
AT Report: (Exact customer name as in AT)
E.g:
AT Report: Poor Billy's Lasagna Company
10. Email body must be EXACTLY as follows can be empty.
First Name: (recipient first name)
Email: (recipient email address)
(Omit the parentheses.)
Optionally, you can have two email recipients, using this format:
First Name: (recipient1 first name) and (recipient2 first name)
Email: (recipient1 email address)
Email: (recipient2 email address)
For example:
First Name: John and Jane
You cannot include more than two recipients. Any more than that will be dropped in the course of processing.
11. After saving, back in the schedule (click “Manage scheduled reports” icon), confirm that “next run date” column is correct for new report.
12. Add a new row for the report recipients to the SharePoint list called Contacts for Monthly Reports (https://nygeekgirls.sharepoint.com/Lists/Contacts%20for%20Monthly%20Reports/AllItems.aspx?env=WebViewList). Follow the format of the other rows to add the report recipients names and email addresses. Don't add more than two recipients. This is our policy. SQL database on the server. See instructions in Autotask Knowledgebase - ARTICLE ID: 380
It is critical that the Subject and Email body be EXACTLY correct. Otherwise the info will not be parsed correctly by Think Automation and the report will not be sent out properly. Therefore, you should copy the account name (not the number, just the name) and CHECK VERY CAREFULLY FOR TYPOS IN THE SUBJECT AND BODY of the outgoing email.
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