Welcome to the new Reports page, engineered for maximum efficiency and productivity! Easily access all your Operational and Analytical reports from the user-friendly navigation sidebar, and the overview page.

Reports have been revamped for a clearer design and improved functionality. Classic reports are now called Operational reports, and Advanced reports are now Analytical reports.

Note:

• Preset analytical reports (Viewer capabilities) are available for Atera Expert, Master, and Enterprise users.
• Preset analytical reports (Viewer capabilities) are available for Atera Growth, Power, and Superpower users.
• Custom analytical reports (Explore capabilities) are available for Atera Master and Enterprise users.
• Custom analytical reports (Explore capabilities) are available for Atera Power and Superpower users.
• The Access reports permission is required to access Operational reports and preset Analytical reports.
• The Manage analytical reports permission is required to create custom Analytical reports.

Reports menu

Use the search bar to explore the Reports menu and find the report you're looking for, or click through the menu to expand the reports categories.

Operational Reports

Operational reports are split into 4 categories: General, Monitoring, Technicians, and Satisfaction. These reports offer a comprehensive look into ticketing, recent processes, technician workload, monitoring, satisfaction, and more.

Operational reports are split into 5 categories: General, Monitoring, Technicians, Profitability, and Satisfaction. These reports offer a comprehensive look into ticketing, recent processes, technician workload, monitoring, satisfaction, and more.

General reports

• General: Displays a summary of ticket metrics, including ticket statistics, source, product, and type. Learn more
• Load analysis: Displays ticket load metrics by status and time of arrival. Learn more
• Top load: Displays site ticket load metrics and facilitates the comparison of support allocation among your customers. Learn more
• Top load: Displays customer ticket load metrics and facilitates the comparison of support allocation among your customers. Learn more
• Service Level Agreement (SLA): Displays metrics on SLAs based on percentage of ticket responses, tickets closed, open, expired, and more. Learn more
• Recent processes: Displays at-a-glance, real-time status of recently-run, manual processes, initiated from within Atera, such as the installation of patches and software bundles, installation/uninstallation of software, and scripts that have run. Learn more
• Timesheet: Displays metrics on time allocated to site tickets, and related billing information. Learn more

Monitoring reports

• System-at-a-glance: Displays system alerts metrics including total alerts, alerts closed, backlog, and average close time. Learn more
• Site health: Displays insights into the health of your sites' devices, with summary metrics regarding monitored agents, key alerts, and more. Learn more
• Customer health: Displays insights into the health of your customers' devices, with summary metrics regarding monitored agents, key alerts, and more. Learn more
• Agent health: Displays the health status of all your sites' agent-monitored devices. Learn more
• Agent health: Displays the health status of all your customers' agent-monitored devices. Learn more
• Auditor: Displays complete information about a site's network including inventory and alert summary, and set alert thresholds for monitored devices. Learn more
• Auditor: Displays complete information about a customer's network including inventory and alert summary, and set alert thresholds for monitored devices. Learn more
• Microsoft licensing: Displays complete Microsoft licensing information, including metrics on the number of stations, office installations (excluding MS Project), office keys, operating system keys. Learn more
• Patch search & deploy: Enables you to generate reports based on Microsoft patches and install missing patches on your devices, right from the report. Learn more
• Patch status summary: Displays summary information on the status of server and desktop patches for your sites. Learn more
• Patch status summary: Displays summary information on the status of server and desktop patches for your customers. Learn more
• Patch & automation feedback: Displays a run-down and assessment of the tasks completed via IT automation profiles including patch management, scripts, IT tasks, maintenance tasks, and more. Learn more
• Software inventory: Enables you to search for software installed on one or more devices, in addition to providing the capability of uninstalling software from either single or multiple devices. Learn more

Technicians reports

• Technician comparison: Displays a comparison of your technicians by performance, including the number of tickets assigned, closed, and reopened per technician, as well as their average first response and close time, the average time spent on a ticket, and the technician rating. Learn more
• Technician performance: Displays an analysis of your technicians performance by the metrics of tickets they work on. Learn more

Satisfaction reports

• Satisfied users: Displays a list of satisfied users based on ticket surveys. Learn more
• Satisfied customers: Displays a list of satisfied customers based on ticket surveys. Learn more
• Dissatisfied users: Displays a list of dissatisfied users based on ticket surveys. Learn more
• Dissatisfied customers: Displays a list of dissatisfied customers based on ticket surveys. Learn more

Schedule operational reports

Schedule a report by hovering over a report and clicking the clock () icon . 

When the report is scheduled, click the clock () icon to view monthly and weekly scheduled items.

Analytical reports

Atera's analytical report Viewer capabilities let you view, filter, and interact with built-in Preset reports. Analytical reports equip you to dive deeper into your data to make informed decisions, schedule automated reports, and build dynamic dashboards (Explore capabilities). 

Select a preset report, or click + Create report to build a custom report. For more information about Analytical reports, see:

• How Atera's analytical reports work
• Create analytical reports
• Filter analytical reports
• Merge analytical reports
• Schedule analytical reports

Preset reports

• Hardware inventory: Displays a breakdown of hardware inventory, including CPU, OS, disk, and memory details. Learn more
• Ticketing summary: Displays an overview of total tickets, duration, assigned technicians, SLA category, and more. Learn more
• Ticket alerts: Displays a breakdown of tickets created from alerts. Learn more
• Technician overview: Displays the total tickets, duration, average first response and resolution time, ticket SLA category, and more for each technician. Learn more 
• Customer tickets overview: Displays the total tickets, duration, SLA category, and a breakdown overview of each customer. Learn more
• Agent HW info: Displays a breakdown of agent hardware information based on applied filters. Learn more
• Software inventory: Displays the software inventory details for every software installed per device. Learn more
• Assets: Displays the total number of assets, assets by type, and a breakdown overview of each asset. Learn more 
• Apps installation status: Displays the installation attempt status of apps on each device. Learn more
• Apps usage breakdown: Displays an App Center usage breakdown per site. Learn more
• Apps usage breakdown: Displays an App Center usage breakdown per customer. Learn more
• OS overview: Displays an overview of OS distribution and Windows 11 upgrade eligibility. Learn more

Note

• Preset reports are limited to 500 rows. To work around this, apply filters to reduce the number of rows. If you have access to Custom Analytics reports, you can clone preset reports and increase the row limit to 5,000.
• Click any of the interactive tiles within a dashboard to uncover specific information.

My reports

My reports contains dashboards and reports you create that are only visible to you. 

Shared reports

Shared reports contains dashboards and reports created by you or other users. This folder is visible to anyone with reporting access, even users that cannot create reports.

Favorites

Favorites contains any dashboards or reports that you've marked as a favorite. To add a report to favorites, select a report and click the heart () icon next to the report name. 

Data explorer

Explore datasets like asset management, devices, and tickets to analyze data without the need to build a full report.

Consolidated datasets (recommended)

• Asset management: Optimize asset management and RIO with fields like Asset field, Asset field types, Asset types, Site profile.
• Asset management: Optimize asset management and ROI with fields like Asset field, Asset field types, Asset types, Customer profile.
• Devices: Track device usage and health with fields related to agents, hardware, and more. 
• Tickets: Analyze ticket trends and performance with all fields related to ticketing.

Other datasets

• Alerts: Monitor and manage alerts with fields like Alert, Agent, related views (Hardware, IP, Ports, Software), and more.
• Contracts: Manage contracts and SLAs with fields like Account Custom Fields, Contract (including Rate view), Customer, SLA, and SLA Properties.
• Site profile: Access site details with fields like Account Custom Fields, Site Profile, End-user Profile, and Folder.
• Customer profile: Access customer details with fields like Account Custom Fields, Customer Profile, Departments, Contact Profile, and Folder.
• Departments: Access department details with fields like Department name, ID, Description, and status (active or deleted).
• End users: Track end-user information with fields like Account Custom Fields, End-User Profile, and Site Profile.
• End users: Track end-user information with fields like Account Custom Fields, End-User Profile, Customer, and Departments.
• IT automation profiles (admins only): Analyze automation activities with fields related to agents and IT automations.
• Invoices: Review billing information with fields like Invoices, Invoice Line Items, and Invoice Billing Details.
• SLAs: Evaluate service levels with fields like Account Custom Fields, Calendars (including Calendar Name view), Site Profile, SLA, and SLA Properties.
• SLAs: Evaluate service levels with fields like Account Custom Fields, Calendars (including Calendar Name view), Contract, Customer and Site Profile, SLA, and SLA Properties.
• Thresholds (admins only): Monitor performance limits with fields like Agent, related views (Hardware, IP, Ports, Software), Site Profile, Folders, Threshold Profile, and Threshold Profile Items.
• Thresholds (admins only): Monitor performance limits with fields like Agent, related views (Hardware, IP, Ports, Software), Customer Profile, Folders, Threshold Profile, and Threshold Profile Items.