Classic report: Satisfied customers

This report displays a list of satisfied customers based on ticket surveys. To learn how to set up a survey in Atera, please check out this article.

Generate satisfied customers report

1. From Reports (on the side panel), go to Classic Reports, and click on Satisfied customers report.

The Report page is displayed

2. Fill in the 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.
Item Count: 3, 5, 10, 20, or 50 customers

The Satisfied Customers report is generated.

Export Satisfied customers report

After generating your report, you have the option to export it in Excel or PDF format. Simply click the Export button and select the desired format.

Overall Customer Rating

Overall Customer Rating is displayed at the top. This shows the average scores for the tickets within the selected period for the following key metrics:

Rated Tickets - The number of tickets rated in the selected period.
Average Ratings - The average of all rated customer tickets is based on the average of the three metrics explained below.
Average Overall Quality Ratings - The average satisfaction with the overall quality of support.
Average Technical Knowledge Ratings - The average satisfaction with the Technician's technical knowledge.
Average Helpfulness Rating - The average satisfaction with the Technician's general level of customer service.

Ticket Specific Information

The ticket-specific information is displayed in table format:

Ticket ID
Ticket Title
Creation Date
Technician Name
Contact Name
Average Ratings - The overall average of the rating based on the answered survey questions.