Operational Reports in Atera: Getting Answers Without Digging Through Tickets

Most IT teams don’t struggle because they lack tools.
They struggle because they can’t see clearly what’s happening without opening ten different screens.

Atera’s Operational Reports exist for one reason: to turn day-to-day activity into something that can be reviewed, explained, and acted on — without manual analysis.

These reports don’t predict the future.
They don’t automate decisions.
They simply organize what already happened.

And for MSPs and internal IT teams, that’s often enough.

What “Operational Reports” Really Mean in Atera

Operational Reports in Atera are structured views of:

• Tickets
• Devices
• Technicians
• Customers
• Patches
• Automation runs
• Agents

They are generated from logged activity, not assumptions.

This matters, because when reports are used for:

• SLA reviews
• Management updates
• Audits
• QBRs
• Internal planning

Accuracy matters more than cleverness.

System-at-a-Glance: The First Check, Not the Final Answer

Most teams start here.

System-at-a-Glance gives a quick snapshot of:

• Device count and status
• Active alerts
• Ticket volume
• Agent health

It’s not a diagnostic tool.
It’s a situational awareness tool.

If something looks off, this report tells you where to look next — not why it happened. 

That separation is intentional.

Customer Health & Load Analysis: Where Patterns Become Visible

Customer Health reports combine:

• Ticket volume
• Device count
• Alerts
• Agent status

This is usually where MSPs first notice imbalance.

Some customers generate far more work than others — not because they’re “bad clients”, but because:

• Their environments aren’t standardized
• Automation isn’t applied evenly
• Device health is inconsistent

Load Analysis and Top Load reports make this visible without interpretation.

They don’t say what to do.
They show where effort is concentrated.

Technician Performance: Distribution, Not Judgement

Atera’s technician reports are often misunderstood.

They are not productivity scorecards.
They show work distribution.

These reports help answer:

• Are tickets evenly assigned?
• Where does work pile up?
• Which queues slow resolution?

Used correctly, they prevent overload and burnout.
Used incorrectly, they create noise.

The report itself is neutral.

SLA Reports: Facts That Don’t Argue Back

SLA reports are simple by design.

They show:

• Response times
• Resolution times
• SLA compliance by priority

There’s no debate with these numbers.

For MSPs, this supports renewals and QBRs.
For internal IT, this supports process improvements and staffing discussions.

They don’t explain why SLAs were missed — they confirm whether they were.

Patch & Automation Feedback: Verifying Execution

Patch and Automation reports answer a very specific question:

“Did the work actually run?”

They show:

• Patch status by device
• Success and failure rates
• Automation execution feedback
• Script output visibility
   

These reports are heavily used during:

• Security reviews
• Compliance checks
• Incident investigations

They don’t replace monitoring.
They validate outcomes.

Scheduling & Sharing Reports Without Manual Work

Operational Reports can be:

• Scheduled
• Sent automatically
• Exported

This is where reporting becomes operational, not reactive.

Many teams use scheduled reports to:

• Prepare weekly reviews
• Feed management updates
• Maintain audit readiness without last-minute effort

Once configured, the reporting becomes background infrastructure.

Where AI Copilot Fits — Without Overstating It

AI Copilot does not change how Operational Reports calculate data.

What it does help with:

• Summarizing long reports
• Highlighting key points
• Reducing time spent reading tables

It does not invent insights.
It does not alter metrics.

It shortens review time — nothing more, nothing less.

Why MSPs Depend on These Reports

MSPs rely on Operational Reports because they:

• Support SLA discussions
• Explain workload during QBRs
• Justify automation investments
• Reduce subjective debates with clients

They turn service delivery into something measurable.

Why Internal IT Teams Use Them

Internal IT teams use these reports to:

• Track workload trends
• Prepare audits
• Prove operational effort
• Support budget and resource planning

They make invisible work visible.

The Practical Value of Atera Reporting

Atera’s Operational Reports don’t try to tell stories.

They do something more useful:

They document reality.

And in IT operations, that’s often the most valuable thing you can have.

Make SLAs, QBRs, and audits easier to explain→ Book a 30-minute Atera reporting session.

Frequently Asked Questions 

1. What is the difference between Operational Reports and Advanced Reports in Atera?

Operational Reports focus on day-to-day operational visibility. They are predefined reports built around tickets, devices, patches, automation, technicians, and customers, using real activity data.

Advanced Reports are more customizable and often used for deeper financial or analytical use cases. Operational Reports are designed for fast review, routine checks, and recurring operational discussions.

2. Are Atera’s Operational Reports based on live data or historical logs?

Operational Reports are generated from logged and recorded activity in the platform.
 They reflect what has already happened — tickets created, patches applied, scripts run, alerts triggered — rather than real-time monitoring views.

This makes them reliable for audits, SLA reviews, and historical analysis.

3. Can Operational Reports be scheduled and shared automatically?

Yes. Most Operational Reports can be:

• Scheduled to run at defined intervals
• Delivered automatically via email
• Exported for offline review or archiving

This allows teams to maintain continuous visibility without manually generating reports each time.

4. Do Operational Reports explain why an issue happened?

No — and that is by design.

Operational Reports answer questions like:

• What happened?
• When did it happen?
• How often did it happen?
• Who was involved?

They do not attempt root cause analysis. Instead, they point teams to where deeper investigation may be needed.

5. How are Patch and Automation reports commonly used by MSPs?

MSPs typically use Patch and Automation reports to:

• Verify that patching policies actually executed
• Confirm success and failure rates
• Provide evidence during security reviews and compliance checks
• Support client conversations with factual execution data

They are often used as proof of service delivery, not monitoring tools.

6. Can Operational Reports be used for SLA validation?

Yes. SLA reports are one of the most commonly used Operational Reports.

They provide:

• Response time tracking
• Resolution time tracking
• SLA compliance by priority

These reports are frequently used in QBRs, renewals, and internal process reviews, because they present clear, non-arguable metrics.

7. Does AI Copilot change how Operational Reports calculate data?

No.

AI Copilot does not modify report logic or calculations.
 Its role is limited to:

• Summarizing large reports
• Highlighting key sections
• Reducing time spent reviewing tables and numbers

The underlying data remains unchanged and fully traceable.

8. Are Operational Reports useful for internal IT teams, or only MSPs?

They are equally useful for internal IT teams.

Internal IT commonly uses Operational Reports to:

• Track workload trends
• Prepare audit documentation
• Support staffing and budget discussions
• Demonstrate operational effort to leadership

They help make behind-the-scenes IT work visible to non-technical stakeholders.