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  1. It would be nice to see what custom fields are actively being used by an existing custom form at a glance. For example if you try to delete a custom field I created,, you get a prompt that the field you are trying to delete is being used by a form. If we could see that in the "new field" windows when managing, deleting or creating new fields, we would know immediately. I also like to do clean up as maintenance and delte fields no longer in use. If I could see that "at a glance" that "Field A" is…

    2 votes

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  2. I would like to see the internal notes have a place to add time. I work my tickets through internal and external notes. I should be able to add my time right to the notes. Having the time entries with separate notes in a separate section causes me to have to double enter.

    You could then remove the time entry screen. It is not efficient to have to click the ticket, click the time entry, then click on each note to see what it says... but it has to be there to pull to the timesheet.

    At the very least,…

    2 votes

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  3. Create a new checklist form so we can select multiple configuration items at the ticket.

    2 votes

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  4. Schedule batch invoice export to Quickbooks in order to automate the process

    2 votes

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  5. Please add Core Count of processor to the Excel export of Auditor.

    2 votes

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  6. It would be very useful if we could actually export some filtered views. Example, I filter a customer's critical alerts, which is a nice one, but them I am unable to export such information easily. I normally have to do many screenshots or save a small video and share it with my customer. If we could just filter the alerts and then export that view, it would be much easier for documenting and sharing.

    2 votes

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  7. Simple Customer Report showing customer information; Name Address, phone, contact information and any custom fields with the ability to filter on custom fields and export or print it.

    2 votes

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  8. if Atera Help Bot can be implemented that lets users access SOPs

    2 votes

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  9. 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

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  10. Request for the feature to have scheduled advanced reports sent in HTML format.

    2 votes

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  11. 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

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  12. Ability to deploy Watchguard EPP from App Center

    2 votes

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  13. Hello,

    When we write text with lists, it is not possible to create different levels in the list with the tab key.
    For example:
    1. Windows Server
    1.2 - Getting started

    The same principle applies as in Word when we create lists with the tab key, which automatically shifts the text.

    Best regards.

    2 votes

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  14. It would be nice to be able to run an assigned customer list by technician.

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  15. A report that shows that the information in the invoices that are exported from Atera corresponds with what will show in Quickbooks

    2 votes

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  16. We do not use AI at all in tickets and it's causing a serious lag before tickets are ready to type replies into as AI becomes ready, over the course of the day x techs it's a fair amount of wait time - would like to disable this feature when not require or wanted.

    2 votes

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  17. I would like to request a web access monitoring feature at stations. My idea is that the websites accessed at each device are recorded for future consultation or possible audits.

    2 votes

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  18. It would be great if we could use images to help support our ideas and feedbacks for this platform to help better understand what we are trying to get across.

    2 votes

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  19. Is it really necessary
    to grand full Admin rights
    to change a customer's phone number ?

    I don't want my back-office to play with scripts on devices .. 😲

    2 votes

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  20. It would be great if Finance could access Atera and just have access to the built-in Finance product and pull reporting. As now we need a technician license for someone to pull the reports and press the button for invoicing, then download it and redo it on our templates and add the tax number. 20 minutes a month on Atera Finance, and they require a license or when they need to pull a report on a finance query?

    2 votes

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