Atera Monthly Service Report Template for MSPs

What's Included

• Executive Summary
• Ticket Volume & Trends
• SLA Compliance Metrics
• System Uptime Statistics
• Top Issues & Resolutions
• Patch Management Status
• Recommendations & Next Steps

Why Atera MSPs Need a Monthly Report

Monthly reports are the backbone of client communication. They demonstrate the value you deliver, justify your fees, and build the trust that drives long-term retention. Without them, clients only notice IT when something breaks.

Atera Preset reports for hardware, ticketing, patches, and technician overview. Custom analytics (Explore) only on Power tier and above. However, these built-in reports are typically designed for internal operations — not for client communication. This template bridges that gap with a professional, client-ready format structured around Atera's data exports.

Atera is best for: Small MSPs and solo technicians who want simple setup with unlimited device management at a flat per-tech price.

How to Use This Template

1. Export your ticket and performance data from your PSA/RMM tool
2. Fill in the executive summary with key highlights and wins
3. Populate the metrics sections with actual numbers from the reporting period
4. Add your recommendations and planned work for the next month
5. Review with your team, then send to the client stakeholder

How to Export Ticket Data from Atera

To populate this report template with real data from Atera, follow these steps to export your ticket data:

1. Navigate to the Reports tab in the Atera console
2. Select Ticketing Summary or Customer Tickets Overview
3. Set the date range and client filters
4. Click Export and choose CSV or Excel format
5. Note: full ticket history requires per-ticket API calls

API alternative: REST API with Swagger V3 documentation. X-API-KEY auth, 700 requests/minute limit.

Atera Strengths & Reporting Limitations

Atera Strengths

• Per-technician pricing with unlimited devices — most predictable cost model
• AI Copilot auto-resolves up to 85% of L1 tickets
• Fastest setup: cloud-native, no on-prem, single-pane for RMM+PSA

Reporting Limitations

• Reporting lacks customization depth compared to enterprise tools
• Bulk CSV export of tickets is not available from the web UI — requires Reports or API

Build Your Atera Monthly Report Online — Free

Skip the manual formatting. Our free browser-based editor turns your Atera ticket export into a client-ready PDF in minutes. No sign-up. No upload — your report data never leaves your browser.

1. Export your tickets from Atera as a CSV (see the export steps above).
2. Import into the editor — it auto-detects your columns and calculates the KPIs for you.
3. Edit & export PDF — add your logo and company name in the browser, write a short summary, and send it to your client.

Columns the editor auto-detects

Ticket ID, Priority, Status, Created Date, Resolved Date, Category, and Time Spent (optional). It fuzzy-matches the column names in common Atera exports, and you can remap any column by hand if a header doesn't match.

What your clients actually want to see

Not a raw ticket dump — the editor surfaces the few metrics non-technical stakeholders care about: total tickets handled, average resolution time, SLA compliance, and system uptime, wrapped in a plain-language executive summary that frames the month's work as business value.

🔒 100% client-side. Don't take our word for it — open DevTools → Network tab → import your CSV → you'll see zero uploads of your report data.

Atera Monthly Report FAQ