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  1. Atera Support
  2. Atera MSP
  3. Remote Monitoring and Management (RMM)
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    View or Edit the Dashboard

    The Atera Dashboard is your main window, enabling you to see all important information that may require your attention, such as tickets, alerts, and more. You can customize the Dashboard to suit your needs.

     
     

    View Tickets and Alerts on the Dashboard

    From the left-hand panel, click on Dashboard.

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    The Dashboard page appears.

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    Tickets

    The Dashboard will show a section of the Open, Pending, Due Today, and Overdue tickets.
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    Clicking on the widgets will redirect you to the ticket page, where you will see all the tickets based on their respective criteria.
     

    Alerts

    On the dashboard, you can also see a section, where the number of Warning and Critical alerts can be seen. Click on the widgets to be redirected to the Alerts page, where you will see alerts filtered based on their respective severity.
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    The remainder of the screen is occupied by widgets that provide summary information, real-time monitoring, and other information. You may wish to disable, move or change the size of one or more widgets.
     
     

    Edit Widgets

    To customize the widgets present on your Dashboard, click on Edit Layout.
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    The Dashboard Layout window appears.
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    The left-hand panel shows the available widgets. The right-hand panel previews your changes.
     

    Remove / Add Widget

    Widgets can be removed or added by using the toggle. 
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    Change the size of the widget

    The size of the widget can be changed, by clicking on the M, L, or XL.
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    Change the order of widgets

    Drag and drop the widget into the desired order.
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    After doing the desired changes, click on Save to update the Dashboard.
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    Widget description

    • Map - See where your customers are located at-a-glance
    • Dissatisfied Customers - See a summary of dissatisfied customers based on all customer surveys. Learn more
    • Recent Alerts - See your 6 most recent alerts
    • Online Backup Servers Summary - See your Datashield servers online backup summary, based on the most recent backup
    • Online Backup Desktop Summary - See your Datashield desktop online backup summary, based on the most recent backup
    • Alerts Per Customer - See all open alerts by the customer
    • Remote Devices - Enable ‘Availability Monitoring’ to see your monitored agents and devices below. Learn more
    • Satisfaction - See a summary of satisfied customers based on all customer surveys. Learn more
    • Server Status - See the number of open alerts by type, on all your customers’ servers
    • Critical and Overdue Tickets - See the most recent 5 critical and overdue tickets
    • Ticket Activity - See your recently opened and resolved tickets per day
    • Ticket Averages - See average ticket stats from the last 7 days
    • Tickets Per Customer - See new tickets created within the last 30 days
    • Unassigned Tickets - See a list of tickets that aren’t assigned to a technician
    • Tickets Per Products - See tickets by ‘product’ (if specified in the ‘Product Family’ ticket field)
     
     

    FAQ 

    Q: Is it possible to see devices on the dashboard map?

    A: The map will show only customers, based on the address.

     

    Q: Is it possible to create customized widgets?

    A: It is not possible to create customized widgets.

     

    Q: Why some devices don't appear under Remote Devices > Monitored Agents?

    A: The section will display only the devices that have Availability Monitoring enabled.

     

     

     

    Still have a question? Contact us
    Dragos Tulbure

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