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  1. New Patch Management menu has filtering options , saving filtering options as a profile will be great

    2 votes

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  2. Overview

    Currently, when working within the Analytical Reports section of Atera, I can only attach one report per email. This often results in customers receiving multiple emails (sometimes three, four, or even five) whenever I need to share multiple reports. This can lead to inbox overload and create frustration for both the sender and the recipient.

    Proposed Solution

    I would love to see a feature that allows multiple analytical reports to be combined into a single email containing each individual report as an attachment. This enhancement would streamline communication, keep customer inboxes organized, and provide a more professional and efficient…

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  3. On the Atera Roadmap (https://www.atera.com/roadmap/) there is a functionality "Reports in main dashboard" coming soon.

    This would allow to create Tickets queues on the main dashboard like "Display all open tickets assigned to me" or "Due open tickets in my team".
    The report could look like (example):
    Ticket ID Ticket URL Ticket Title

    The ID and title can easily be added via advanced reports.
    The Ticket URL must be added via a custom dimension field.

    concat("https://app.atera.com/new/ticket/",${tickets.ticket_id})

    The problem is that the URL is not clickable.
    Google Looker allows to add links as described here: https://cloud.google.com/looker/docs/reference/param-field-link
    This…

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  4. When you search and it pulls up tickets, there is no way to filter these further. Since we can't filter by status to only show open tickets, we have to scroll through a long list of ticket search results to find ones that are open.

    2 votes

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    0 comments  ·  Tickets  ·  Admin →
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  5. In the add new device - SNMP screen, search the Managing Device field by customer name. We have a LOT of customer and they have a LOT of devices. As it stand now, the only way to navigate through that screen is to scroll down with the side bar or the mouse wheel. Using the keyboard takes you to the first device with that letter, but that can be problematic since the first client has a device named "Server" but I needed to find a client down in the S's...

    2 votes

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    0 comments  ·  Devices  ·  Admin →
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  6. We should be able to select multiple devices from the Alert screen and have the option to run a script like under the devices screen. This way we can easily see the device the alert type and then run whatever script we need to to help remediate the alert.
    The device page doesn't give enough details about the alert.

    2 votes

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    0 comments  ·  Alerts  ·  Admin →
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  7. Can we look to get a consistent experience screen to screen where the search box is always on the left (or right) and not randomly placed depending on the area you're in. Example, search on the left in devices, on the right in passwords.

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  8. i would like to assign a software bundle to a server. So when a softwarebundle is changed (application is added or removed), the server that is assigned to it, get those changes.

    2 votes

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    0 comments  ·  Agent  ·  Admin →
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  9. The ability to report/lookup specific device information as a feature/reports option, that can then be easily exported.

    Use Case: Need a plain list dump of which CPU's are in use in my environment to be able to set up a budget for replacing hardware that is not Win11 compliant.

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  10. Hallo und Guten Tag!

    Wir haben unter macOS das Problem das wir Skripte benötigen die auf Benutzer / Angemeldeter Benutzer laufen. Dieses ist sehr wohl unabdingbar bei Automatisierungsaufgaben und Ticketbehebungen. Leider laufen unter macOS über Atera nur Benutzer als System was absolut unzureichend ist. Momentan müssen wir uns auf die Systeme per Splashtop oder Teamviewer aufschalten um diese Aufgaben zu erledigen. Der Mehraufwand ist immens. Dieses sollte eigentlich ein gutes RMM / PSA System können. Wir benutzen bei Atera die Superpower inkl. Copilot. Also nicht die kleinste Variante. Wir bitten um schnelle Lösung.


    Hello and good day!

    We have a…

    2 votes

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  11. Add ticket's creation date or days since inception to the customer portal dashboard

    2 votes

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    1 comment  ·  Agent  ·  Admin →
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  12. This idea is posted on behalf of Guillaume Duval:

    The script part in Atera needs to evolve with usage of API and variable. First thing is that we need a descent way to get the AssetID on the local machine, in order to call the API with the real agent, as Get-AteraAgent call the API with the Agent's computer's name, which is not unique. On the next step, like SuperOps does, you'll need to embeds the module, with the integrated API key, so we could create script without saving the API key inside script and without the need to download…

    2 votes

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  13. Can I suggest a dedicated "page help" button.
    I have contacted support a few time and in many case I would not have needed too if there was a page help / manual in the top corner of the page that details out how it should function.
    Every page should already have a man help page so lets make it a direct link.

    Case in point was scheduled tickets and how the parent and child ticket interact.
    So if you review the parent ticket that add time onto all the child ticket.

    Even support didn't know about this until they…

    2 votes

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  14. 2 votes

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  15. Quickbooks online - whenever I import invoices from Atera to Quickbooks online, the imported invoices override my default email address and payment terms for that customer in Quickbooks, so I have to remember to change it on every invoice before I send.
    Allow us to set a billing email address and payment terms in Atera per customer for invoices, so when we import those invoices to Quickbooks, it can match what we have set for that customer in Quickbooks already.

    2 votes

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  16. some of us have small teams and have no need for this. it is taking up space and adding clutter to the interface. please allow us to disable / hide this from the tickets page as well as from the individual ticket page.

    2 votes

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  17. ServiceM8 is a field service management app designed to streamline business operations for service-based industries such as plumbing, electrical, cleaning, and maintenance. It helps businesses manage job bookings, scheduling, and dispatching, while also providing tools for tracking job status, generating quotes, and invoicing.

    Key Features of ServiceM8:

    1.  Job Management: Create, schedule, and track jobs from start to finish, ensuring all staff are on the same page.
    2.  Scheduling and Dispatching: Real-time scheduling helps allocate jobs to field workers based on their availability and location.
    3.  Client Communication: Automated SMS and email reminders to clients about appointments, quotes, and job
    2 votes

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    0 comments  ·  Billing  ·  Admin →
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  18. We would like the ability to set the service portal landing page to default to the "login using activation link" option rather than the email and password option.

    2 votes

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  19. Request to modify the Hardware Inventory report to include a filter for the endpoint creation date in the console, enabling the selection of a specific day, month, or year when the device was added. This is needed for billing purposes.

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  20. Ticket Automation rules can be made to email technicians when ticket created or assigned. I have been able to add to email to text for mobile carriers but recently, we get bounce back notification when emailing "mobilenumber@txt.att.net". Would be nice feature to allow for sending message by text.

    2 votes

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    0 comments  ·  Tickets  ·  Admin →
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