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Scheduling Reports

Overview 

 

The report scheduling feature allows you to set up reporting schedules for all Atera reports.

Choose the exact dates and time that you want specific reports to be generated and sent. Weekly and monthly scheduling are both supported.

 

Scheduling a Report

 

1. From the left-hand panel click Reports
2. Select any report (in this example we used the Customer Periodic Report)
The selected report page displays.
3. Click the clock icon in the report parameters box
custper2.png
The Scheduled Reports form displays.
custper3.png
4. Enter/verify the parameters for whichever report you selected
5. Click Schedule
The Add Schedule Report popup displays.
schedulereport1.png
6. Enter a Description for the scheduled report e.g. 'Weekly Periodic Report'.
7. Select the Recipient (Contact 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
9. Click either the Weekly or Monthly tab and then click the + button to add a schedule.

 

Weekly Schedule

 

schedulereport2.png
Select the days, start hour time, and Frequency, then click Apply

 

Monthly Schedule

 

schedulereport3.png
Select the Date and the start Hour time, then click Apply
The report is added to the schedule.
9. Click Apply
The Scheduled Reports form updates with the newly added schedules.
newshed.jpg
Note: From here you can Edit or Delete a scheduled report using the corresponding button.

 

Email Summary

 

Upon the scheduled running of the report, an email summary is sent to the selected recipients.

To view the full content of the report the recipient must click View More.

Note:

  • Technicians access scheduled reports through their Atera application account.
  • Contacts access scheduled reports through their customer portal frame. 
 
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