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 information about customer profitability.
Generate the report
1. From the left-hand panel click Reports, then click Customer Profitability
The Report page displays.
2. Optionally update the reporting time period, then click on Apply
- Last 7 Days
- Last 30 Days
- Last 60 Days
- Last 120 Days
- This Month
- Last Month
- Last Two Month
- Custom Range (Select From and To)
3. Select the report parameters for Customers.
4. Click Generate
The Report displays.
The report can be exported to Excel or PDF by clicking Export.
Schedule Customer Profitability Report
You can schedule the Customer profitability 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.