Schedule advanced reports

Share the power of Atera's advanced reports by sending one-time or recurring reports via email to your crew and customers. 

For more information, see Atera's advanced reports

This article describes:

• Scheduling reports
• Scheduling dashboards
• Editing, duplicating, and deleting schedules

Schedule a report

Note:

• Scheduling reports available to Power users only.
• Admin permissions are required to schedule advanced reports.

To schedule a report:

1. From within the advanced report, click the gear icon ().
Note: You'll need to save a report before scheduling it.

2. Select Schedule. The Schedule screen appears.

3. Fill out the schedule:

• Give your schedule a name: Enter a schedule name
• Who should it be emailed to? Add the email recipients (and optionally include a custom message).
• Format data as: Select the data format (data table, Visualization, CSV, XLSX, JSON – Simple, Text, or HTML).
• Trigger: Select the trigger (Repeating interval or Datagroup update).
• Deliver this schedule: Set the schedule.

4. Click Save All.

The schedule is saved and will appear in the top left of the Schedule screen.

To schedule a dashboard:

1. From your dashboard, click the ellipses icon ().

2. Select Schedule delivery from the dropdown menu. The Schedule Delivery window appears.

3. Fill out the schedule:

• Schedule Name: Enter the schedule name.
• Recurrence: Set the recurrence (Send Now, Monthly, Weekly, Daily, Hourly, or Minutes).
• Destination: The default is email.
• Email addresses: Enter the recipients' email addresses.
• Format: Select the format (CSV zip file, PDF, or PNG visualization)

4. Click Save.

The schedule is saved and appears in the Schedules window.

See how to edit, duplicate, and delete schedules

Edit, duplicate, and delete schedules

To edit a schedule:

1. From your dashboard, click the ellipses icon ().

2. Select Schedule delivery from the dropdown menu. The Schedules window appears.

Note: If no schedules exist, the Schedule Delivery window will appear.

• To edit the schedule:
  1. Select Edit. The Schedule Delivery window appears.
     
  2. Edit the schedule.
  3. Click Save.
• To duplicate the schedule:
  1. Select Duplicate. The Schedule Delivery window appears.
     
  2. Edit the schedule (if necessary).
  3. Click Save.
• To delete the schedule:
  1. Select Delete.
     
  2. Click Delete to confirm that you want to delete the schedule.