Atera provides a set of reports for key metrics. These reports are simple to run, just select from the available parameters and generate the report to view in HTML, or download to Excel. This report shows metrics on top profitable customers.
1. From the left-hand panel click Reports > Classic Reports, and select Top Retainer Customers.
The Report page displays.
4. Select the report parameters, and click on Generate.
- Time Period
- Items Count
The Report displays
Export Top retainer customers report
Click the Export dropdown, in the upper-right corner of the report, and select Excel or PDF.
Schedule a Top retainer customers report
To schedule the report, check out our article Schedule a Report.