Autotask Product Training Workshop: Live Reports

Live Training
Live Training
12/08/2016 | 
9:00 AM Eastern Time US & Canada (UTC-05:00)
Autotask Office
Boston, MA, United States
Learn how to structure, schedule and create LiveReports to deliver valuable information for fact based decision making.

After this workshop you will know how to:
  • Configure the security of LiveReports
  • Manage System Reports and work with the LiveReports structure
  • Create Express LiveReports
  • Automate the delivery of LiveReports
Join Autotask Trainer, Jeanne-Denise Chapdelaine, for an in depth tutorial on LiveReports. She will run through System Reports, demystify Data Categories, show you how to easily build an Express LiveReport and automate the delivery to anyone.

So, bring along that report that you’ve always wanted to create and let us help you to master reporting in Autotask!

A laptop is required for this Workshop.

Autotask Office
99 Summer St, Suite 1720
Boston, MA 02110

Spots are available in the 99 Summer St. building. There is also a parking garage at the Hyatt Regency Boston located at 1 Ave de Lafayette which is a couple of blocks away.

Public Transportation
Closest T stop is Downtown Crossing. South Station is also an easy walk if taking bus, train, or commuter rail.


9:00 AM - 9:30 AM
9:30 AM - 9:45 AM
Introduction & Expectations
9:45 AM - 10:30 AM
Configure the security of LiveReports
10:30 AM - 11:00 AM
11:00 AM - 12:00 PM
Understand how to Manage System Reports
12:00 PM - 1:00 PM
Workshop & Lunch
1:00 PM - 2:00 PM
Understanding the LiveReports Structure
2:00 PM - 2:30 PM
2:30 PM - 3:30 PM
Create and Automate Report Delivery
3:30 PM - 4:00 PM
4:00 PM - 4:30 PM
Wrap-up and Questions

Event Speakers

Jeanne-Denise Chapdelaine
Customer Trainer
Jeanne-Denise was born to be a trainer. Her passion for teaching others began shortly after she learned to speak, when she began a lifelong quest to educate others on the correct way to pronounce and spell her name. JD was thrilled to join Autotask as a Product Support Specialist in 2012, and she was quickly promoted to Customer Trainer. JD loves being able to guide customers to their "lightbulb moment," when everything finally makes sense. 
Event Registration
Please submit your information to secure your seat at this event.