Atera Report Templates for MSPs
Free, professional report templates designed specifically for MSPs using Atera. Export your data, fill in the template, and deliver polished client reports in minutes.
About Atera
Atera combines RMM, PSA, remote access, and billing into a single all-in-one platform with per-technician pricing.
Key integrations: Splashtop, AnyDesk, QuickBooks Online, Xero, Bitdefender, Webroot, Emsisoft, Chocolatey
How to Export Data from Atera
Steps to export your ticket data for use with our report templates.
- Navigate to the Reports tab in the Atera console
- Select Ticketing Summary or Customer Tickets Overview
- Set the date range and client filters
- Click Export and choose CSV or Excel format
- Note: full ticket history requires per-ticket API calls
Atera at a Glance
| Pricing | Per-technician pricing with unlimited devices. Professional $129/mo, Growth $169/mo, Power $199/mo. |
| User Base | 12,000+ users across 120 countries, 7,000+ MSP partners |
| Best For | Small MSPs and solo technicians who want simple setup with unlimited device management at a flat per-tech price. |
| API | REST API with Swagger V3 documentation. X-API-KEY auth, 700 requests/minute limit. |
| Built-in Reporting | Preset reports for hardware, ticketing, patches, and technician overview. Custom analytics (Explore) only on Power tier and above. |
All Atera Report Templates
8 report templates optimized for Atera workflows and data exports.
Monthly Service Report
A comprehensive monthly summary of all IT service activities, ticket volumes, resolution metrics, an...
- Executive Summary
- Ticket Volume & Trends
- SLA Compliance Metrics
Quarterly Business Review
A strategic quarterly review template covering business alignment, IT roadmap, budget planning, and ...
- Business Alignment Review
- Quarterly Performance Summary
- Budget vs. Actual Analysis
SLA Compliance Report
Track and demonstrate service level agreement compliance with detailed uptime, response time, and re...
- SLA Overview & Targets
- Uptime Performance
- Response Time Metrics
Ticket Analysis Report
Deep-dive analysis of support ticket patterns, categories, resolution efficiency, and workload distr...
- Ticket Volume Overview
- Category Breakdown
- Priority Distribution
Security Assessment Report
Comprehensive security posture assessment covering vulnerabilities, patch status, threat detection, ...
- Security Posture Overview
- Vulnerability Scan Results
- Patch Compliance Status
Billing & Usage Report
Transparent billing breakdown showing service utilization, license consumption, project hours, and c...
- Billing Summary
- Service Utilization Breakdown
- License & Subscription Usage
Client Onboarding Report
Structured onboarding documentation covering asset inventory, network topology, access credentials, ...
- Client Overview & Contacts
- Asset Inventory
- Network Topology Map
Incident Response Report
Post-incident documentation template covering timeline, impact assessment, root cause analysis, and ...
- Incident Summary
- Timeline of Events
- Impact Assessment
Why Atera MSPs Need Better Reports
Atera provides powerful data management and automation capabilities, but its built-in reporting often falls short of what clients expect to see. Standard exports are technical, dense, and not designed for executive-level communication.
These templates bridge that gap. They take the data you already have in Atera and present it in a format that builds client trust, demonstrates your value, and supports strategic conversations about IT investments.
Whether you need a quick monthly summary or a comprehensive quarterly business review, each template is structured around the metrics and workflows specific to Atera environments.