This report provides a detailed breakdown of what’s the breakdown of cis by category? for managed service providers.
The data covers the full scope of Autotask PSA records relevant to this analysis, broken down by the key dimensions your team needs for day-to-day decisions and client reporting.
Who should use this: MSP operations teams and service delivery managers
How often: As needed for specific analysis or reporting requirements
EVALUATE SUMMARIZECOLUMNS('BI_Autotask_Configuration_Items'[configuration_item_type_name], "CICount", COUNTROWS('BI_Autotask_Configuration_Items'), "ActiveCount", CALCULATE(COUNTROWS('BI_Autotask_Configuration_Items'), 'BI_Autotask_Configuration_Items'[is_active]))EVALUATE
TOPN(
20,
SUMMARIZE(
'BI_Autotask_Configuration_Items',
'BI_Autotask_Configuration_Items'[type],
"Total", COUNTROWS('BI_Autotask_Configuration_Items'),
"Active", CALCULATE(
COUNTROWS('BI_Autotask_Configuration_Items'),
'BI_Autotask_Configuration_Items'[is_active] = TRUE()
)
),
[Total], DESC
)| Device Type | Total | Active | Inactive | Active % |
|---|---|---|---|---|
| Laptop-Windows | 6,933 | 5,024 | 1,909 | 72.5% |
| Desktop-Windows | 2,734 | 1,348 | 1,386 | 49.3% |
| Server | 1,461 | 378 | 1,083 | 25.9% |
| Domain Registration | 954 | 907 | 47 | 95.1% |
| Mobile Device | 478 | 475 | 3 | 99.4% |
| Access Point | 364 | 359 | 5 | 98.6% |
| Switch | 145 | 143 | 2 | 98.6% |
| Firewall | 107 | 96 | 11 | 89.7% |
The server category stands out: only 25.9% of server records are active. That gap between total and active likely reflects decommissioned servers still in the system. Desktop workstations tell a similar story at 49.3%, suggesting a significant refresh cycle or incomplete cleanup in those records. Network devices (switches, access points, firewalls) run close to 100% active — consistent with always-on infrastructure that gets replaced rather than kept as inactive records.
| Company | Total CIs | Share of estate |
|---|---|---|
| Martin Group | 2,105 | 15.3% |
| Craig-Huynh | 1,584 | 11.5% |
| Lewis LLC | 985 | 7.2% |
| Little Group | 720 | 5.2% |
| Wall PLC | 411 | 3.0% |
EVALUATE
TOPN(
10,
SUMMARIZE(
'BI_Autotask_Configuration_Items',
'BI_Autotask_Companies'[company_name],
"Total CIs", COUNTROWS('BI_Autotask_Configuration_Items')
),
[Total CIs], DESC
)Laptop-Windows (6,933) and Desktop-Windows (2,734) together make up 70% of all CIs. That ratio drives support ticket volume, patch management complexity, and endpoint tooling requirements. Any shift in that ratio (BYOD, cloud workstations, OS migrations) will ripple through your service delivery costs.
With only 26% of server CIs marked active, there are over 1,000 server records that appear to be decommissioned but still present in the system. Stale records make warranty tracking and capacity reviews unreliable. A quarterly CI audit — filtering by inactive status and last-seen date — would tighten this up.
Access points, switches, and firewalls all show 89–99% active rates. This tells you the network documentation habit is solid — devices are being added, updated, and retired correctly. That hygiene matters for change management and security audits.
Any asset tracked under a company in Autotask PSA: physical devices (laptops, servers, switches), software licenses, domain registrations, and virtual machines. The granularity depends on what your team has configured in the CI module.
Inactive CIs are typically decommissioned assets or retired devices that were never deleted. This is normal — keeping history is useful for warranty claims and audit trails. However, a high inactive rate (like the server category at 74%) can indicate a backlog of records that were never properly closed out.
Yes. In the Proxuma Power BI model, the CI table joins to the Companies and Contracts tables. You can slice by contract type, client name, SLA, or any other dimension. The live dashboard version of this report includes those filters.
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