Reports on Autotask notes
SECURITY Refer to Required Permission for each report
NAVIGATION Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.
Standard reports
CRM Notes by Date Range and Resource
| Required Permission | Security level with access to Reports > CRM category and permission to view Opportunities |
|---|---|
| Path |
 > Reports > Report Categories > CRM > Opportunities section |
| Description | Old title: Call Summary. CRM notes, filtered by date range and resource(s). Sales Managers can use this to monitor sales activity. |
|
|
Global notes search
| Required Permission | All security levels, but users will only see notes associated with entities their security level gives them access to. |
|---|---|
| Path |
|
| Description | Search for any note in Autotask. This search can be filtered by organization, action type, note type, entity the note is attached to, note creator and date range. It is also limited by the user's security level. |
|
|
LiveReports
Notes by resource
| Required Permission | Administrator or Manager security level. May be published to other security levels. |
|---|---|
| Path | > Reports > Resources > LiveReports |
| Description | All system, task, ticket, and project notes for a selected date range, sorted by resource and note type. |
|
|
Task, ticket, contract and project notes
| Required Permission | Administrator or Manager security level. May be published to other security levels. |
|---|---|
| Path | > Reports > Service Desk > LiveReports > Reports > Projects > LiveReports > Reports > Contracts & Billing > LiveReports |
| Description | All Task, Ticket, and Project Notes for the selected time frame by organization and Note Type |
|
|
