This article follows Aryeh as he shows you all you need to know to get started with Atera's Advanced Reports!
In this demo:
- Introducing Atera's Advanced Reports
- Viewer: View preset reports and dashboards
- Explore: Explore your data and create custom reports
Introducing Atera's Advanced Reports
Let’s take a deep dive into Atera’s Advanced Reports! We’ll begin by clicking on the Reports dropdown and selecting Advanced Reports. The first thing you see is a Dashboard of your reports. We will first take a look at the prebuilt template reports, so select the folder icon (), and select the Shared folder.
The advanced support section is divided into two different permission types: Viewers and Explore.
- The Viewer option comes with five preset dashboards, as you can see here (Hardware Inventory, Customer Tickets Overview, Technician Overview, Ticketing Summary, and Ticket Alerts).
These reports can be filtered, scheduled, downloaded, and shared as needed. This is available on the MSP Growth plan and IT Department Expert plan, or higher.
- The Explore option includes everything that the Viewer has, but additionally gives you full control and customization of nearly every data aspect within Atera.
You have the option to merge different reports and have interactive dashboards. This is available on the MSP Power plan and the IT Department Master plan, exclusively.
Reports can be downloaded as a whole dashboard or specific tiles, based on your needs.
Select Download here, to download the entire set, or select the 3 dots () on a tile to download the specific tile.
Reports can be scheduled to pull at a time that works best for you or your customers. Simply select Schedule Delivery. All previously scheduled reports are available for editing, by clicking on these three dots (), or set up a new scheduled report by selecting New. From here, you can set the email subject, frequency of the reports, time for it to run — including the time zone of relevance — and other advanced options.
Preset reports and dashboards
This section of the demo details:
- Hardware Inventory Report
- Ticketing Summary Report
- Customer Tickets Overview Report
- Technician Overview Report
- Ticketing Alerts Report
Hardware Inventory Report
Let’s take a look at the Hardware Inventory Report.
Here you can see all of the relevant hardware information for all of your customers and users. You have a breakdown of device type, CPU info, Disk Capacity, Memory, SNMPs, and more.
Click on any tile to see a detailed breakdown of the information contained within that tile. You can filter the dashboard based on your specific needs, for example by specific customers, folders, or device types.
Ticketing Summary Report
Let’s take a look at the Ticketing Summary Report.
Here you can see information about your tickets. From peak work hours to SLA information, ticket statuses, technician assignment, and tickets by source. See where, when, and how your tickets are coming in, and better structure your workflow around expected peak work hours. Click on any tile to see a detailed breakdown of the information contained within that tile.
Customer Ticket Overview Report
Let’s take a look at the Customer Ticket Overview Report.
Here you can see all of the information relating to your Tickets. Total ticket count and duration, ticket SLA category breakdown, tickets by customer, and a customer overview. Click on any tile to see a detailed breakdown of the information contained within that tile.
Technician Overview Report
Let’s take a look at the Technician Overview Report.
This is a great report for managers, team leads, or department heads. Here you can see a ticket assignment breakdown, and compare technician performance — you can filter this down to specific technicians or teams of technicians. Get a better sense of which of your technicians is most efficient or which one needs more assistance. Click on any tile to see a detailed breakdown of the information contained within that tile.
Ticket Alerts Report
Let’s take a look at the Ticket Alerts Report.
Here you can see a breakdown of the Alerts triggered by your threshold profiles assigned to your devices. See information based on severity by category, device type, or total duration in hours. This is a great overview of your alerts, and how they're being handled. Click on any tile to see a detailed breakdown of the information contained within that tile.
Add to favorites
In your Favorites folder, you will see any dashboard or report that you've favorited. You can do so by marking off the little Heart next to the dashboard's name.
Everything that we have covered so far, is included in the Viewer and Explore permissions. Going forward, we will go over features exclusively available to Explore.
This section of the demo details:
Folders, Dashboards, Reports, and Looks
This folder will contain all the dashboards, reports, or 'Looks' that you create that are only visible to you. It’s a personal folder, no one else has access to it but you.
This folder will contain any dashboards, reports, or 'Looks' created by you or your team members that are saved to this shared folder. They will be visible to everyone, even those that cannot create reports (non-admins). This is different from the Shared folder, which only contains the pre-made template reports (Hardware Inventory, Ticketing Summary, etc).
A dashboard is a collection of individual reports, presented in a single, clear, and understandable view — a holistic unit, with actions and functionality as we've previously discussed. All of the preset templates in the Shared folder are in fact dashboards. Filtering a dashboard will add those same filters to all of the tiles, or reports, contained within the dashboard.
A specific report that is created — but not associated with any dashboard — is called a 'Look'. You can find all of the 'Looks' that you've created in 'My Folder', under the Looks category.
Create custom reports
Let's take a look at how we can create custom reports.
Select New Advanced Report. Next, select a specific View to explore. You have a list of options that you can pull from. 'Tickets' or 'Agents', the most common options, are conveniently located at the top of the list, under 'Recommended'.
Once you select your view, click on Explore. Here you can now see all the available fields and sub-categories to add to your report. If you know the name of the data field you need, you can easily find it using the search bar.
So let's say I need a report to see my devices, based on when they were last rebooted. I simply type “Reboot” and here I can see two fields related to reboots. I select the one relevant to me, and you can see how detailed I can get with some of the fields here. I will add Pending Reboot as well, and this will show me devices that are waiting to be rebooted.
Once you've selected the fields you want to see, click on Run, and the report is generated.
In case you get some results that you don’t want to see, for example, this one, you can go ahead and filter out by a specific data field... and remove the items you don’t need. Click Run again, and the report refreshes based on the new parameters.
You can always add more information to your report. For example, adding the 'Customer Name' and the 'Agent Name' as well. Click and drag the columns to rearrange them as you like. Just don’t forget to run the report again, to see the newly added information.
Select Explore Actions, to save your report. You can create a new dashboard with this report, add it to an existing dashboard, or save it as a standalone 'Look'. Let's save this as a new dashboard. Give it a name, and select if you want to add this to your private folder or a shared folder that you have previously created.
Select View dashboard to be taken directly to the dashboard you've just created. We are already filtering out this report — and you can see that here. You can also add more filters, so let's filter out for a specific customer that we have. You can add more filters by any of the applicable fields. You can change the report's name — it doesn't have to be the same name you've named the dashboard.
Let's add another report, and this one will be for devices that need to be upgraded from an old operating system (OS) to a newer one. So select New advanced report, select Agents, Explore, and search for "OS". As I want to see the count, let's add that as well. Then click Run. I can add a visualization to help me view the results more easily — remember to filter out irrelevant information! Now let’s add that to our dashboard.
You can add as many tiles as you need for your dashboards. Using filters, pivots, and filter by fields, you can create clean and clear dashboards that show you, your team, and your end users any information that they need to see.
Explore other data fields to create reports for tickets, technicians, customers, invoices, finance, or any other area for your needs!