Patch & Automation Feedback Report – Atera Support

The Patch and Automation Feedback (Patch Management, Scripts, IT Tasks, Maintenance Tasks) report provides feedback on what tasks were completed within a selected IT Automation Profile.

The process includes both an email sent automatically once a Task is completed and the report below that is useful for validating in detail that scheduled profile tasks have been completed successfully e.g. Microsoft patch successfully installed or *.bat script successfully run.

For more information on the automated email see this article.

To run the report follow the steps below:

1. From the left hand panel click on Reports > Patch & Automation Feedback Report

The Patch & Automation Feedback page displays.

2. Optionally select and filter report parameters to return specific results:

Select Time Period to report on all the Tasks that run in the selected period
Select Customer from the dropdown list or type in the box to search
Select Agents to report on from the display list - or type in the box to search for Agents attached to the Customer
Select IT Automation Profiles from the display list or type in the box to search for Profiles
Select IT Automation Tasks from the display list or type in the box to search for tasks

3. Check the Exclude retired devices box, to exclude devices no longer in use from your report.

Note: To define a 'retired device', go to Admin > Settings > Devices. Learn more about defining a retired device.

4. Click Generate

The Patch & Automation Feedback Report displays.

Summary Information Explained:

The first section of the report displays summary information, this is explained below:

A: Profiles in Report: The number of IT Automation Profiles included in the report.

B: Tasks Run: The total number of Tasks run in the reporting period.

C: Agents in Report: The total number of discreet Agents included in the reporting period.

D: Task Success Rate: The total percentage of tasks that were completed successfully in the reporting period.

E: Status Unknown Tasks: The total number of tasks in the reporting period that did not return a status due to being unreachable (Agent offline, connectivity issue, firewall etc etc.)

Task Specific Information Explained:

The task specific information is sorted chronologically (newest first), then ordered by

Profile > Task Type > Task > Agents

The lower half of the report displays Task specific information, this is explained below:

A: Automation Profile Name

B: Task Type

C: The Name of the Action within the Category

D: Task Success Result - A green tick displays for a successfully completed task, a red X displays for a task completed with errors

E: Click to view Agents

F: Unsuccessful Task displays PC Name and Company Name

G: If Status is unknown, unreachable Agents are displayed

H: For Patch Management tasks each Patch is displayed sequentially

5. Optionally export the report data to Excel or PDF by clicking the Export dropdown

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