Help CenterThe Auditor report is a comprehensive report providing complete information about a customer's network.
This article describes:
The Auditor Report
This report shows the following information:
General Inventory
This section of the report shows the total number of stations monitored by Atera agents, including workstations, Macs, servers, and Domain Controllers..
Note: 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.
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 the Auditor report.
Mac, Workstation, and Server Distribution
This section of the report lets you set visual alert thresholds for your agent-monitored devices.
Office (Workstations Only) and Antivirus Distribution
This section of the report lists the MS Office products and Antiviruses installed on your customer's monitored devices.
Alert Summary
This section of the report shows detailed information on alerts related to patch management, office and antivirus version for workstations, Macs, servers, and Domain Controllers.
Stations Details
This section of the report provides complete device/workstation details (General, Hardware, Software, Disks, Port Availability, and Patches).
Generate an Auditor Report
To run the Auditor report:
1. From Reports, on the side panel, click Auditor.
The Report page appears.
2. Select the Customer Name from the dropdown list.
Note: If you'd like to exclude devices that are no longer in use, check Exclude retired devices. To define a retired device, go to Admin > Settings > Devices. Learn more
3. Click Generate. The Auditor report displays (see What is in 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 an Auditor Report
To schedule the Auditor report:
1. From Reports, on the side panel, click Auditor.
2. Navigate to the Schedule Report tab.
3. Select the Customer Name from the dropdown list. Then click Schedule.
The Add Report Schedule window appears.
4. Fill out the schedule:
- Give the scheduled report a clear, concise description.
- For Recipients, decide if you want to send the report to the customer's contacts or technicians.
- Select which contacts or technicians will receive the report.
- Decide if you want to schedule the report weekly and/or monthly.
- 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 Report tab.
To edit the report schedule:
The scheduled report can be edited. You can edit the Configuration (Description, Recipient(s), User/Technician Name(s), and schedule) as well as the Filters (Customer Name, and whether or not to 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.
Julian Kudo