Datto Monthly Service Report Template for MSPs

What's Included

• Executive Summary
• Ticket Volume & Trends
• SLA Compliance Metrics
• System Uptime Statistics
• Top Issues & Resolutions
• Patch Management Status
• Recommendations & Next Steps

Why Datto MSPs Need a Monthly Report

Monthly reports are the backbone of client communication. They demonstrate the value you deliver, justify your fees, and build the trust that drives long-term retention. Without them, clients only notice IT when something breaks.

Datto Autotask LiveReports Designer with Express (quick) and Standard (advanced) report creation. Pre-built Standard reports by category. Dashboard widgets with auto-refresh. However, these built-in reports are typically designed for internal operations — not for client communication. This template bridges that gap with a professional, client-ready format structured around Datto's data exports.

Datto is best for: MSPs who need the most powerful built-in reporting and are invested in the Datto/Kaseya ecosystem.

How to Use This Template

1. Export your ticket and performance data from your PSA/RMM tool
2. Fill in the executive summary with key highlights and wins
3. Populate the metrics sections with actual numbers from the reporting period
4. Add your recommendations and planned work for the next month
5. Review with your team, then send to the client stakeholder

How to Export Ticket Data from Datto

To populate this report template with real data from Datto Autotask, follow these steps to export your ticket data:

1. Navigate to Service Desk > Ticket Search
2. Configure field filters and date range
3. Click Search to display results
4. Click Export to download results as CSV
5. For reports: use Reports > LiveReports to create custom reports and export

API alternative: REST API, legacy SOAP API, Webhooks, and Data Warehouse access. Postman collection available.

Datto Strengths & Reporting Limitations

Datto Strengths

• LiveReports engine is the most powerful native reporting in any PSA
• Deepest integration within the Datto/Kaseya ecosystem
• 170+ integration hub partners with open-architecture API

Reporting Limitations

• Declining product quality and support since Kaseya acquisition
• Outdated GUI; mobile app is limited in functionality

Build Your Datto Monthly Report Online — Free

Skip the manual formatting. Our free browser-based editor turns your Datto ticket export into a client-ready PDF in minutes. No sign-up. No upload — your report data never leaves your browser.

1. Export your tickets from Datto as a CSV (see the export steps above).
2. Import into the editor — it auto-detects your columns and calculates the KPIs for you.
3. Edit & export PDF — add your logo and company name in the browser, write a short summary, and send it to your client.

Columns the editor auto-detects

Ticket ID, Priority, Status, Created Date, Resolved Date, Category, and Time Spent (optional). It fuzzy-matches the column names in common Datto exports, and you can remap any column by hand if a header doesn't match.

What your clients actually want to see

Not a raw ticket dump — the editor surfaces the few metrics non-technical stakeholders care about: total tickets handled, average resolution time, SLA compliance, and system uptime, wrapped in a plain-language executive summary that frames the month's work as business value.

🔒 100% client-side. Don't take our word for it — open DevTools → Network tab → import your CSV → you'll see zero uploads of your report data.

Datto Monthly Report FAQ