You can schedule any Atera report to be delivered to your customer's or technician's inbox at a regular day/time of your choosing.
To schedule a report:
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1. From the left-hand panel click Reports. |
| 2. Select any report (in this example we used the Software Inventory Report) |
| The selected report page appears. |
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3. Click the Schedule Report tab.
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The Scheduled Reports page appears. |
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4. Select the desired parameters. |
| 5. Click Schedule. |
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The Add Schedule Report page appears.
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6. Enter a Description for the scheduled report e.g. 'Weekly Periodic Report'. |
| 7. Select the Recipient (cContact or Technician), the field below will change depending on which option is selected here. |
| 8. Select one or more Technicians/Contacts |
| Note: Only Contacts and Technicians already enabled in Atera can be selected. For more information on adding a contact, click here. |
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9. Click either the Weekly or Monthly tab, and then click the + button to add a schedule. |
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Weekly Schedule
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| Select the Days, Hour, and Frequency. |
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Monthly Schedule
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Select the Date and the start Hour time. |
| 10. Click Apply. |
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The Scheduled Reports form updates with the newly added schedules.
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Note: From here you can Edit or Delete a scheduled report using the corresponding button. |
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Scheduled Report Delivery
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The scheduled report is delivered to the customer's or technician's inbox, at the scheduled day/time, as an email summary. To view the full content of the report the recipient can click the See the full report button in the email.
Note:
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