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Atera Client Onboarding Report Template for MSPs

Structured onboarding documentation covering asset inventory, network topology, access credentials, and transition planning for new MSP clients.

What's Included

Client Overview & Contacts
Asset Inventory
Network Topology Map
Current Software & Licenses
Access & Credential Documentation
Identified Risks & Issues
30-60-90 Day Transition Plan

Why Atera MSPs Need a Onboarding Report

First impressions determine client lifetime. A thorough onboarding report shows professionalism, uncovers hidden issues early, and sets the foundation for a successful long-term relationship.

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

Schedule a discovery session to gather all client environment details
Run network scans and document the complete asset inventory
Map the network topology and identify all critical systems
Document current licensing and identify compliance gaps
Create a prioritized 30-60-90 day plan for environment stabilization

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.

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

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Atera Onboarding Report FAQ

How do I export onboarding 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 onboarding 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 long should MSP onboarding take?

Plan for 30-90 days depending on environment size. The discovery and documentation phase should be 1-2 weeks, with ongoing stabilization after.

What if the previous MSP won't cooperate with transition?

Document everything you can discover independently. Use network scans, asset discovery tools, and direct client interviews to build your baseline.

Should I charge separately for onboarding?

Many MSPs include basic onboarding in the contract but charge for extensive discovery or remediation. Be clear about what's included upfront.

What's the most common onboarding mistake?

Rushing it. Skipping thorough documentation leads to firefighting later. Invest the time upfront — it pays dividends for the entire contract.