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Datto Client Onboarding Report Template for MSPs

Structured onboarding documentation covering asset inventory, network topology, access credentials, and transition planning for new MSP clients.

What's Included

Client Overview & Contacts
Asset Inventory
Network Topology Map
Current Software & Licenses
Access & Credential Documentation
Identified Risks & Issues
30-60-90 Day Transition Plan

Why Datto MSPs Need a Onboarding Report

First impressions determine client lifetime. A thorough onboarding report shows professionalism, uncovers hidden issues early, and sets the foundation for a successful long-term relationship.

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

Schedule a discovery session to gather all client environment details
Run network scans and document the complete asset inventory
Map the network topology and identify all critical systems
Document current licensing and identify compliance gaps
Create a prioritized 30-60-90 day plan for environment stabilization

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:

Navigate to Service Desk > Ticket Search
Configure field filters and date range
Click Search to display results
Click Export to download results as CSV
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.

Why Datto MSPs Need This Report

LiveReports Designer with Express (quick) and Standard (advanced) report creation. Pre-built Standard reports by category. Dashboard widgets with auto-refresh.

This template fills the gap by providing a professional, client-ready client onboarding report format that you can populate with data exported from Datto Autotask.

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

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Datto Onboarding Report FAQ

How do I export onboarding report data from Datto?

Navigate to Service Desk > Ticket Search. Configure field filters and date range Click Search to display results See the full export guide above for detailed steps.

Does Datto have built-in client reporting?

LiveReports Designer with Express (quick) and Standard (advanced) report creation. Pre-built Standard reports by category. Dashboard widgets with auto-refresh. This template complements Datto's built-in reporting by providing a professional, client-ready format that non-technical stakeholders can easily understand.

Can I automate this onboarding report with Datto?

Datto's built-in automation can schedule data exports, but assembling a professional client-facing report still requires manual formatting. This template handles the presentation layer — you provide the data. Datto also offers REST API, legacy SOAP API, Webhooks, and Data Warehouse access. Postman collection available.

How long should MSP onboarding take?

Plan for 30-90 days depending on environment size. The discovery and documentation phase should be 1-2 weeks, with ongoing stabilization after.

What if the previous MSP won't cooperate with transition?

Document everything you can discover independently. Use network scans, asset discovery tools, and direct client interviews to build your baseline.

Should I charge separately for onboarding?

Many MSPs include basic onboarding in the contract but charge for extensive discovery or remediation. Be clear about what's included upfront.

What's the most common onboarding mistake?

Rushing it. Skipping thorough documentation leads to firefighting later. Invest the time upfront — it pays dividends for the entire contract.