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Datto Security Assessment Report Template for MSPs

Comprehensive security posture assessment covering vulnerabilities, patch status, threat detection, and compliance for MSP-managed environments.

What's Included

Security Posture Overview
Vulnerability Scan Results
Patch Compliance Status
Endpoint Protection Coverage
Security Incident Log
Compliance Checklist
Risk Mitigation Recommendations

Why Datto MSPs Need a Security Report

Security reports are your strongest upsell tool and your best liability protection. They demonstrate due diligence, justify security spending, and create urgency for additional security services.

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

Run vulnerability scans and compile results by severity
Check patch compliance across all managed endpoints
Review security incident logs for the reporting period
Map findings against relevant compliance frameworks
Prioritize recommendations by risk level and business impact

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 security assessment 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

Download This Template

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Datto Security Report FAQ

How do I export security 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 security 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 often should security reports be generated?

Monthly for ongoing monitoring, with deeper assessments quarterly. After any security incident, generate an immediate report regardless of schedule.

What compliance frameworks should I reference?

Depends on the client's industry: HIPAA for healthcare, PCI DSS for retail/payments, SOC 2 for SaaS, NIST CSF as a general baseline.

How do I present vulnerabilities without causing panic?

Use a risk matrix. Categorize by severity and likelihood. Focus the conversation on your remediation plan, not the scary numbers.

Should I include penetration test results?

If you've done a pentest, include a summary. Keep the full technical report separate — the client report should focus on business risk and recommended actions.