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Atera Security Assessment Report Template for MSPs

Comprehensive security posture assessment covering vulnerabilities, patch status, threat detection, and compliance for MSP-managed environments.

What's Included

Security Posture Overview
Vulnerability Scan Results
Patch Compliance Status
Endpoint Protection Coverage
Security Incident Log
Compliance Checklist
Risk Mitigation Recommendations

Why Atera MSPs Need a Security Report

Security reports are your strongest upsell tool and your best liability protection. They demonstrate due diligence, justify security spending, and create urgency for additional security services.

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

Run vulnerability scans and compile results by severity
Check patch compliance across all managed endpoints
Review security incident logs for the reporting period
Map findings against relevant compliance frameworks
Prioritize recommendations by risk level and business impact

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 security assessment 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

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Atera Security Report FAQ

How do I export security 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 security 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 security reports be generated?

Monthly for ongoing monitoring, with deeper assessments quarterly. After any security incident, generate an immediate report regardless of schedule.

What compliance frameworks should I reference?

Depends on the client's industry: HIPAA for healthcare, PCI DSS for retail/payments, SOC 2 for SaaS, NIST CSF as a general baseline.

How do I present vulnerabilities without causing panic?

Use a risk matrix. Categorize by severity and likelihood. Focus the conversation on your remediation plan, not the scary numbers.

Should I include penetration test results?

If you've done a pentest, include a summary. Keep the full technical report separate — the client report should focus on business risk and recommended actions.