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Schedule a Report

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:

 

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.

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.

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

 

9. Click either the Weekly or Monthly tab, and then click the + button to add a schedule.

 

Weekly Schedule

 

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Select the Days, Hour, and Frequency.

 

Monthly Schedule

 

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Select the Date and the start Hour time.

 
10. Click Apply.

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.

 

Scheduled Report Delivery

 

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:

  • Technicians access scheduled reports via email, with a link to the complete report on their Atera  account.
  • Contacts access scheduled reports via email, with a link to the Customer Portal. The complete report is displayed in the email link, even if the contact has never accessed the Customer Portal. They can also export (download) the complete report.

 

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