Datto Quarterly Business Review Template for MSPs
A strategic quarterly review template covering business alignment, IT roadmap, budget planning, and technology recommendations for MSP client meetings.
What's Included
- Business Alignment Review
- Quarterly Performance Summary
- Budget vs. Actual Analysis
- Technology Roadmap
- Risk Assessment
- Strategic Recommendations
- Action Items & Timeline
Why Datto MSPs Need a QBR
QBRs transform you from a vendor into a strategic partner. They're your opportunity to align IT strategy with business goals, upsell valuable services, and prevent client churn before it starts.
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 the QBR meeting 2-3 weeks in advance with key stakeholders
- Aggregate 3 months of performance data and prepare trend analysis
- Identify 2-3 strategic recommendations tied to the client's business goals
- Present budget analysis and propose adjustments if needed
- Document action items with owners and deadlines before leaving the meeting
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 quarterly business review 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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