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 your least profitable customers.
To run the report follow the steps below:
| 1. From the left hand panel click Reports |
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| 2. Then click Bottom Retainer Customers |
| The Report page displays. |
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3. Optionally update the reporting time period and click Apply:
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4. Select the report parameters:
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| 4. Click Generate |
| The Report displays. |
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| (i) The report can be exported to Excel or PDF by clicking Export. |