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customer report

Executive customer report. Intended to be sent to the customer once a month.
This report should include the following;

How many tickets were opened, closed,
How many alerts were opened and closed,
How many updates/patches were installed
Status of AV,
Status of backup,
How much time technicians were in remote session
overall health of their systems.

This would give us a leading approach and make it easier for us to quantify costs if they are seeing how much work is being done in the background.

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Leon Flood shared this idea  ·   ·  Report…  ·  Admin →
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  • Russ Grimmett commented  ·   ·  Report

    is there any movement on this one becoming active? the reports for my monthly service reviews with clients are really hard to deliver when i can't give an average breakdown of tickets and give answers as to why SLA's were breached - it doesn't give this information and embarrassing

  • Russ Grimmett commented  ·   ·  Report

    this should include popular categories, and the sub categories of what common (if any) problems are being raised to be able to be more pro-active as an MSP

  • Konstantinos-Marios Papastamatis commented  ·   ·  Report

    Important for us also.
    CRITICAL part of this is to use SMTP from settings and not sending from ATERA.

    This is not Whitelabel if sender is Atera! :)

  • Armin Crämer commented  ·   ·  Report

    This is exactly which is needed for all our customers. They want to get a report to see what we as an MSP have done for the customer in the last month. How many tickets get we fixed and how many are we working on. How many patches has been installed and how many warnings, alerts has been recognized and fixes. This report is general in NABLE - should be standard in Atera too.

  • Rose Sheppard commented  ·   ·  Report

    I agree, I need the reports for COMPLIANCE. With atera I need to login, export then upload to reporting email box.
    Very cumbersome and not a good use of my time.

  • Allied Kim Harry commented  ·   ·  Report

    Yes Please customize per client and devices under that client ie. servers and stations can be done together or separately.

  • Shane Gray commented  ·   ·  Report

    With how Atera is marketed and sold this really should already be a thing!