Classic reports: Auditor

The Auditor report provides complete information about a site's network. See your site's inventory and alert summary, and set alert thresholds for monitored devices.

The Auditor report provides complete information about a customer's network. See your customer's inventory and alert summary, and set alert thresholds for monitored devices.

This article describes:

• What is in the Auditor report
• Generating the Auditor report
  • Exporting the report
• Scheduling the Auditor report
  • Editing the report schedule

Understanding the Auditor report

General inventory

This section of the report shows the total number of stations monitored by Atera agents, including Workstations, Macs, Linux devices, Windows servers, and Domain Controllers.

Hover over the doughnut pie chart to see the percentages of stations comprising your general inventory.

Software inventory

This section of the report lists your site's MS Office versions, OS Editions, and antiviruses.

This section of the report lists your customer's MS Office versions, OS Editions, and antiviruses.

Note: The Software Inventory does not include MS Project.

Disk usage

This section of the report lets you display all disks that have less than 10%, 20%, or 30% disk capacity by selecting from the dropdown menu after generating the Auditor report.

Mac, workstation, Linux and server distribution 

This section of the report lets you set visual alert thresholds for your monitored devices.

Office (workstations only) and antivirus distribution

This section of the report lists the MS Office products and antivirus software installed on your monitored devices.

Alert summary

This section of the report shows detailed information on alerts related to patch management, Office, and antivirus versions for workstations, Macs, servers, and Domain Controllers.

Workstation details

This section of the report provides complete device/workstation details including General, Hardware, Software, Disks, Port Availability, and Patch information. 
Note: Port Availability and Patch information are not currently available for Linux devices.  

Generate the Auditor report

To run the Auditor report:

1. From Reports > Classic reports (on the sidebar), click Auditor. 

The Report page appears.

2. Select the Site from the dropdown list.

2. Select the Customer from the dropdown list.

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 Auditor report displays (see Understanding the Auditor report).

To export a report to Excel or PDF:

Click the Export dropdown, in the top-right of the report, and select Excel or PDF.

Schedule the Auditor report

To schedule the Auditor report:

1. From Reports > Classic reports (on the sidebar), click Auditor. 

The Report page appears.

2. Click the Schedule Report tab.

3. Select the Site from the dropdown list. Then click Schedule.

3. Select the Customer from the dropdown list. Then click Schedule.

The Add report schedule window appears.

4. Fill out the schedule:

• Description: Give the scheduled report a clear, concise description.
• Recipients: Select Users or Technicians.
• Select which users or technicians will receive the report.
• Recipients: Select Contacts or Technicians.
• Select which contacts or technicians will receive the report.
• Click the plus symbol to create a weekly and/or monthly schedule.
  • For Weekly, select the day, hour, and frequency.
  • For Monthly, select the date and hour.
• Click Apply.

Done! The scheduled report appears within the Schedule reports tab.

To edit the report schedule:

From the Schedule report tab, click Edit and select:

• Configuration: Edit the Description, Recipients, Users/Technicians, and schedule.
• Configuration: Edit the Description, Recipients, Contacts/Technicians, and schedule.
• Filters: Edit the Site, and include/exclude retired devices.
  Note: When editing the Filters, changing the site will remove any prior users set to receive the report. Further, if a recipient technician doesn't have the required site permissions for the newly selected site, they too will be removed from the list of recipients.
• Filters: Edit the Customer and include/exclude retired devices.
  Note: When editing the Filters, changing the customer will remove any prior contacts set to receive the report. Further, if a recipient technician doesn't have the required customer permissions for the newly selected customer, they too will be removed from the list of recipients.