Atera's advanced reports Explore lets you create, schedule, view, filter, and share built-in reports and dashboards. For more information, see Atera's advanced reports

Note: Explore is available to Master and Enterprise users only.

Note: Explore is available to Power and Superpower users only.

Create advanced reports

Create, edit, and save custom advanced reports to new or existing dashboards or as a standalone report.

To create an advanced report:

1. From Reports (on the sidebar), select Advanced Reports. The Advanced Reports page appears.

2. Click New report. The New report window appears.

3. Select a dataset. Then click Build report.

4. Expand and select the data you'd like to include under All Fields (on the left-hand side of the page).

Note: When using the 'Count' data field, note that there may be duplicated counts. For example, if generating a report on 'Agent ID' and their associated IP addresses, agent IDs will appear multiple times as IP addresses can be dynamic and/or because there are multiple IP addresses associated with the agent. Similarly, when drilling down within preset reports, the number of rows may differ from the actual count.

5. Click Run. The report displays. 

You can save custom advanced reports to a new dashboard, an existing dashboard, or as a standalone.

Save reports

To save an advanced report:

1. Click the gear icon () on the top right of the page.

2. Click Save... and select one of the following options:

• As a new dashboard: 
  • Enter a title.
    Note: The title chosen for the advanced report will also be the title for the dashboard.
  • Choose the folder where you want to save the report. You can save reports at a personal or account level.
    Note: The account-level folder name will be your account ID. 
    
• To an existing dashboard: 
  
  • Enter a title.
  • Choose the folder where you want to save the report. You can save reports at a personal level or account level.
    Note: The account-level folder name will be your account ID. 
    
• As an advanced report:
  • Enter a title and description.
  • Choose the folder where you want to save the report. You can save reports at a personal level or account level.
    Note: The account-level folder name will be your account ID. 
    

3. Click Save.

Custom fields

Custom fields have been integrated into existing datasets, under Account Custom Fields. You can now use a single dataset to view all custom fields in a comprehensive report alongside all necessary data.

Note: 

• Custom fields are available in the Agents, Devices, and Tickets consolidated datasets and all custom field datasets.
• All custom fields are available under Account Custom Fields in each dataset, not just those associated with the dataset you're working with.

Set report visualizations

To select a report's visualization:

1. Click the Visualization section.

The visualization options appear (table view, bar graph, scatterplot, line graph, pie chart, etc.). 

2. Select the desired visualization. The visualization updates in real time.

Note: Click Edit for further customizations (spacing, color palettes, axes configurations, etc.).

The Advanced Reports Dashboard

A dashboard is a collection of reports. By grouping several related reports, you can make better-informed decisions. You can duplicate and adjust reports that you've created as well as preset reports and tweak them to suit your needs.

Note: Disabling a technician will delete all reports and dashboards in the technician's personal folder.

To access your dashboards and advanced reports:

1. From Reports (on the sidebar), click Advanced Reports. The Advanced Reports page appears.

2. Click Reports. The Reports slide-out panel appears.

From here, you can access reports, duplicate them, move them to another folder, and delete them.

Copy dashboards

To copy a dashboard:

1. From Reports (on the sidebar), click Advanced Reports. The Advanced Reports page appears.

2. Click the folder icon (). 

3. Select a folder. The reports display.

4. Click the ellipses icon. Then select Make a copy.

5. Go to the folder in which you want to copy the report or dashboard.
Note: You cannot copy reports or dashboards to the 'Favorites' or 'Shared' folder.

6. Click Copy here.

The report or dashboard has been duplicated and appears in the selected folder.
Note: If the folder already contains a report or dashboard with the same name, the duplicated version will include "(copy)" in the title.

Now you can add or remove filters, delete tiles, rename the report or dashboard, and more.

Adjust report

To adjust a report:

1. Select the dashboard containing the report in which you want to make edits.

2. Hover over the report (tile) you want to adjust. Then click the ellipses icon ().

3. Click Explore from here. The report opens.

4. Make any changes or edits before saving to a new dashboard, an existing dashboard, or as a 'Look'