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Atera Monthly Service Report Template for MSPs

A comprehensive monthly summary of all IT service activities, ticket volumes, resolution metrics, and SLA performance for your MSP clients.

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

Export your ticket and performance data from your PSA/RMM tool
Fill in the executive summary with key highlights and wins
Populate the metrics sections with actual numbers from the reporting period
Add your recommendations and planned work for the next month
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:

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

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

Why Atera MSPs Need This Report

Preset reports for hardware, ticketing, patches, and technician overview. Custom analytics (Explore) only on Power tier and above.

This template fills the gap by providing a professional, client-ready monthly service report format that you can populate with data exported from Atera.

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

Create Your Report Online

Import your ticket data, customize in your browser, export professional PDF. Free, no sign-up, data stays local.

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Atera Monthly Report FAQ

How do I export monthly report data from Atera?

Navigate to the Reports tab in the Atera console. Select Ticketing Summary or Customer Tickets Overview Set the date range and client filters See the full export guide above for detailed steps.

Does Atera have built-in client reporting?

Preset reports for hardware, ticketing, patches, and technician overview. Custom analytics (Explore) only on Power tier and above. This template complements Atera's built-in reporting by providing a professional, client-ready format that non-technical stakeholders can easily understand.

Can I automate this monthly report with Atera?

Atera's built-in automation can schedule data exports, but assembling a professional client-facing report still requires manual formatting. This template handles the presentation layer — you provide the data. Atera also offers REST API with Swagger V3 documentation. X-API-KEY auth, 700 requests/minute limit.

How often should I send monthly reports?

Send them within the first week of each new month, covering the previous month's data. Consistency matters more than perfection — clients value predictability.

What metrics should I highlight?

Focus on ticket resolution time, SLA compliance percentage, system uptime, and any security incidents. These are the numbers your clients care about most.

Should I include technical details?

Keep the executive summary non-technical. You can include a technical appendix for IT-savvy contacts, but most client stakeholders want business outcomes, not server logs.

How long should a monthly report be?

Aim for 3-5 pages. Enough to demonstrate value, short enough to actually get read. Use charts and visuals over dense text.