Invest Your Time and Resources into an Autotask Live Report Writing Process that Actually Works!

Live Report Writing Made Easy

End the frustration once and for all...
Join the Autotask Live Report Writing Class today!

Advanced Autotask report writing for IT professionals and IT service managers | Help

Here's what you get:

6 Training Sessions

6 weekly 1-hour Live Report Writing training conference calls. These calls will be small 3-participant Group Sessions
 for hands-on, ongoing, guided support with like-minded IT professionals.

Your First Live Report: An Automated Open Ticket Report

You will complete the course with the knowledge to create your own reports, PLUS a working, comprehensive, automated Open Ticket report that you can implement immediately!

Convenient Training Schedule

We offer a very flexible, convenient training schedule to best maximize participation of busy IT professionals, because we understand what it's like to be in your shoes!

Video Tutorial Library

Lifetime access to our Video tutorials of each Live Report Writing topic as they become available, post pilot. Video Tutorial Library topics include:
• Writing Express Live Reports - Choosing Category, Sorting and Filtering, Standard Formatting
• Writing Standard Live Reports - When to convert to a Standard Report, Formulas and functions, Conditional Formatting

Expert Autotask Live Report Writing Support

Lifetime access to Expert Autotask Live Report Writing support from the SDB-C team! That's right... Lifetime access to Expert Autotask Live Report Writing support! You can email us with any of your questions and we will support you.

A Certificate of Achievement

A Certificate of Achievement for bragging rights and proof of your new found love of Autotask Live Report Writing.

Our Guarantee

Our Guarantee: Learn Autotask Live Report Writing or we will provide 5 Live Reports free! We are that confident!

In just 6 short weeks:

You will have a comprehensive Open Ticket report, an expert team to guide you, a video library to access, and will be able to quickly and easily write Autotask Live Reports. Ready to get started...?

Only $897

Limited Time Offer Just $497

"You did an amazing job of breaking down a highly complex task and making it replicable."
Kim S.
Autotask Forum

Here's why you need it:

The data you need is there, but...

Autotask’s solution of watching lots of videos is great on how to navigate the report writer. Trouble is, it doesn't explain how to write reports or actually get to the info.

Mine the info you need to:

• Make informed decisions
• Monitor and track operational performance and improvements
• Confidently know exactly what is going on and how the business is operating
• Go head to head with anyone on which decision is the best

Enjoy BIG Benefits:

⭐Operational improvements of 5-10% equate to $100K to $1M per year depending on the size of the business.

⭐A 1% Resource Utilization improvement alone is worth $3,000 per Tech per Year, and that is just one report.

⭐Multiplying this one report times the number of Technicians, and a realistic 5 to 10% continuous improvement… well, you can see the value of having an experienced Autotask Live Report writer on staff.

In just 6 short weeks,

You’ll have a comprehensive Open Ticket report and will be able to quickly and easily write Autotask Live Reports. Ready to get started...?

Develop concise reports With In-house Staff

• Managed Services Profitability report
• Automate timesheet review process
• Advanced SLA report
• Which devices are costing the most to maintain report
• Or even a simple, comprehensive Open Tickets report

We'll show you how to make it happen at your MSP!

Our signature process makes it easy:

Begin with the end in mind.
Research those who have gone before you.
Identify the right planet to be on.
Start simple and build the complexity.
Sit back and Automate!

We'll show you how to make it happen at your IT MSP so you can start seeing results right away!

Whether you’re a seasoned Live Report writer or just getting started, the Autotask Live Report Writing Course will make your life a whole lot easier… and you might even become the superhero of the company!


Advanced Autotask report writing for IT professionals and IT service managers | Help
"When I started the Autotask Live Report Writing Course I was thinking of mostly flat reports like inventory lists or basic ticket reports. Now that I see the power of Live Reports it’s really opened up huge possibilities for things like labor allocation, project labor forecasting. It’s incredible."
Robert Merva, CSCP
CEO Business IT and Cybersecurity Consulting

How do you know when your IT Service Delivery IS Optimized?

> 1 %
Service Level Management
1 k
in revenue per technician
1 +%
Managed Service Profit Margin
< 1
Hours to Completion

You will be able to write reports that help you discover or improve your numbers...

"I just began the Live Reports training and it has opened my eyes to the valuable information that we have been missing out on."

- Sarah Grigg,
Customer Support Coordinator at Business Knowledge Systems

Don't Miss this Limited Time Offer of Just $497!

Frequently asked questions

Yes, training calls are live, therefore we are limiting the number of pilot participants to just 12!

Not at this time. Because we currently offering this program at a deep discount, we are not offering any additional quantity discounts.

However, if you have 3 or more participants and would like to discuss creating a private course for your organization that can be even further tailored to your specific needs, please contact us.

Currently, these are live 1on1 sessions. They are recorded for development reasons, and will be made available to students in the future. It would be best to email us and see what arrangements can be made to ensure you get the full benefit of your live training sessions.

It’s easiest/best to email Steve directly at

The Comprehensive Open Ticket report you will be writing in the Autotask Live Report Writing Course is the most useful.

Other more popular reports are:

  • Reopen Ticket Report
  • Average Worked Hours by Issue and Sub-Issue
  • Forecast of Service Delivery workload

Never.  However, variations of a base report are common.  You will also learn in the course how to write one report and use the scheduler to provide a variate of information using the scheduler filter option.

Unfortunately no. If this is something of value to you, request a copy of the SDB-C Autotask Live Report template. As consultants we have a library of Live Reports and we write Live Reports for Customers without access to their database. We use the template to transfer the “How to write in your database” information, and you are welcome to a copy of the template.

But don’t let these limit your creativity, feel free to contact us with any questions that come to mind!