359 results found
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Enable actual PDF/Excel file delivery for scheduled timesheet reports + centralized download overview
Hi Atera team,
The current “Schedule Report” feature for timesheets is very limited. While it sends an email notification, that message only links back to the classic report screen with the preset date range — not to an actual PDF or Excel file. From there, users still need to:
• Manually select the customer
• Export the report
• Rename and organize it for invoicingThis makes automation feel more like a reminder than a real time-saver.
💡 Suggested improvements:
1. Scheduled timesheets should be delivered as:
• A PDF or Excel file attachment via email
• Or a direct…1 vote -
Report of Ticket Details
A report that would list all of the tickets for a date range that shows all of the ticket details. Basically a report that shows all of the details that we can see if we go to the customer, to the ticket tab, and open a specific ticket. It shows all of the updates, notes, date/time, etc that's associated with the ticket. Having a report that shows all of that detail for all tickets, with the same filters that other reports have (date range, customer, technician, etc). That would make our billing side much faster.
2 votes -
Be able to modify Technician Performance Report
I have a "Technician Performance Report" for each Technician that i get monthly to review with each technician. The reports all come into my email as "our Atera 'Technician Performance' report is here". But it doesn't tell me what technician the report is for? So I have to click on every single email link "See report" to actually see which technician the report is for? I don't understand that.
1 vote -
Save Analytical Report Filters
Looking to be able to save filters for a Software Inventory Analytical Report at the moment, but this could just as easily apply to a Hardware Report or other Analytical Report.
In my current need, I have a particular software that I want to get upgraded. I'm looking to filter my Analytical Report to the various older versions of the software. I can do this and run the report. I can then schedule the report to deliver a CSV to me periodically.
What I cannot do is save the Filter parameters as a Favorite so I can easily and quickly…1 vote -
Possibility to translate reports into other languages.
We would like to be able to translate reports into languages other than English.
2 votes -
Report that contains device name and contact
When you have a device, you normally assign a contact to it. I just want to export a csv with those 2 bits of information.
I've used Atera for 3 years, and it's just 1 simple report, what do people think?2 votes -
Auditor Exort Core Count
Please add Core Count of processor to the Excel export of Auditor.
2 votes -
Agent Health Report by device folder
I wish I could run the Agent Health Report against a Devices folder.
Rather than manually selecting my servers out of the list of all agents, I'd rather select my "Servers" device folder.
This would make running this report so much easier and more valuable.
Perhaps add a "Folders" pick list between "Site Name" and "Agent Name(s)" The "Folders" item can serve as a filter to the narrow down the list in "Agent Name(s)".
2 votes -
Scheduled advanced reports to be sent in HTML format
Request for the feature to have scheduled advanced reports sent in HTML format.
2 votes -
Configurable Report Export File Names
Accidentally, by exporting a report more than 100 times, I found that the filename gets a timestamp added. So, after creating 'Auditor (100).xlsx' in the downloads folder, subsequent exports have a timestamp like this:
'Auditor - 2025-01-30T153425.123.xlsx'
We find this very useful, and we though it was a feature of Atera.We would like to see the ability to define the report filename that would include:
- Report Name (e.g. 'Auditor')
- Customer Name or Abbreviation (e.g. AcmeLtd)
- Timestamp and format (e.g. 'yyyy-mm-dd HH:mm')2 votes -
abillity to run an assigned customer list by technician
It would be nice to be able to run an assigned customer list by technician.
2 votes -
Need a report to tell me which devices for a customer are eligable for Windows 11
Need a report to tell me which devices for a customer are eligable for Windows 11
405 votes -
Use own mail server and add a second one Reporting/Invoicing
Ability to allow you under email settings to add a Reporting SMTP server and, as a example invoicing SMTP server so we can whitelable our reports as we cannot even use in the public / goverment sector due to reports still mis aligned and the server its sending from, would be nice to add your own sending server
1 vote -
Export reports into HTML and let the client choose what to see
Export reports to HTML and allow the client to search like ourselves; we are able to filter on a report before sending it, collapse fields, and use a dropdown box as an example choose between options, such as Windows 10 , 11, pro , home edition or even vendors , tickets, etc depending on the report built as the advanced reports look bad sending to a client as half of the information is cut of or going over the page size.
2 votes -
Fixing Advanced Reports
Fixing the advanced reports to fit onto a PDF or letting you drag what you build so it will fit, it looks great when building it, but you can't send it to a client as half of the information does not fit or does not look anything like it when building. Reporting is a customer's way of looking at what is in the IT environment, and currently we can't use the reporting for any clients; we can't even export it to HTML or MHTML.
1 vote -
Patch & Automation Feedback-Device Specific Details
When I select a device and look at the activity log section, I should be able to click on the patch/update report link and get specific details for this device or agent alone, detailed information of what was patched or what was not patched and why or why not.
4 votes -
Better API or REPORTING for MASS
I’m reaching out to highlight a challenge we’re facing with data retrieval in Atera and to request improvements that could streamline our workflows and enhance efficiency.
Currently, we rely on fields such as CustomerName, ScriptName, ScriptCategory, DeviceName, and others for managing processes and creating tickets. While the existing structure and tools are helpful, extracting and utilizing this data in a programmatic and scalable way can be cumbersome.
The Challenge:
The current methods require manual effort or complex workarounds to gather and process information from the above fields.
Automating workflows, such as linking data from scripts or devices directly into ticketing…2 votes -
3rd software party report
The reports for patch status and patch deploy does not include 3rd party software status. This is a super essential and not sure why this is not already implemented years ago. We aren't atera users but considering atera but many basics things are missing in atera and a let down
4 votes -
Scheduled reports to have customers name on them, as well as changes to default..
When reports are scheduled they are received with no indication of who the report is for, no specific customer name in the email subject or body. Also, the report is default and has no custom options set as to thresholds for computers. There needs to be a way to show the customers name and keep custom options for thresholds.
4 votes -
A report that will list all Bitlocker keys for the associated PC
Why do we need a script to get a report of all the bitlocker keys for quick archival? the keys are saved to the site and we should be able to get a report of all machines and associated keys. The only solution a tech gave would be to run a script for all PCs to save the key to a specified location. Not only would this be a massive licensing cost for the month, but we would need to do this every time we added a new device. the information is already saved tot he site and we can…
3 votes
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