This report provides you insights into the health of your customers' devices, with summary metrics regarding monitored agents, key alerts, and more.
Note: If you're using Atera for IT Departments, click the content toggle. It's above the navigation panel (on your left). For mobile users, it's at the top of the article.
Understanding the Customer Health report
This section of the report displays the total number of devices per customer. It includes desktops, Macs, servers, Domain Controllers, printers, and other devices (SNMP, TCP, HTTP, or generic devices).
Agent and other device health
See the proportion of agents and other devices with Healthy, Warning, or Critical health reports. Learn more
This section of the report displays a customer's alerts by type (Warning or Critical), as well as by category (Availability - whether the agent is offline or not - or General alerts).
Top Historical Alerts
This section of the report displays a list of the most common historical alerts affecting your devices, including the agent name, alert title, alert severity, how often the alert was repeated, and the alert category.
Generate the Customer Health report
To run the Customer Health report:
1. From Reports > Classic reports (on the sidebar), click Customer Health.
The Customer Health Report page appears.
2. Select the report parameters:
Time period: Today, Yesterday, Last 7 Days, Last 30 Days, Last 60 Days, Last 120 Days, This Month, Last Month, Last Two Months, or Custom Range.
Note: Last X Days refers to the previous X days while the Last X Months refers to the previous X calendar months. For example, if you select Last 60 Days on June 15th, the period will be April 17 - June 15. If you select Last Two Months on June 15th, the period will be April 1 - May 31.
- Customer Name: Select the customer.
Note: Check Exclude retired devices if you'd like to exclude devices that are no longer in use. To define a 'retired' device, go to Admin > Settings > Devices. Learn more
3. Click Generate. The Agent Health report displays (see Understanding the Customer Health report).
To export the report:
Click the Export dropdown in the upper-right corner, and select PDF.
Schedule the Customer Health report
You can schedule the Customer Health report to be delivered to your customer's or technician's inbox on a regular day/time of your choosing. Check out this article to learn more about scheduling a report.