Executive reports
SECURITY The Executive Reports tab and the Autotask > Reports > Executive menu item is only displayed for users with access to Contracts, Reports or > Admin > Organization Settings & Users > Resources/Users (HR) > Resources/Users (HR) > Resources/Users
The Executive Reports page displays a carefully selected set of reports chosen from the financials, project, resource, sales, and service desk areas. This report set provides most of the key business data you need to track your business progress.
The Executive Reports page is available from Reports > Executive to users with access to the Admin, Contracts, or Reports modules.
Click a link to view details for a specific report.
Financial
Invoice totals by organization
Profit summary by organization
Projects
Pending and overdue project tasks
Project hours & financials by phase or task