Advanced Reporting

That actually brings up a good point: we would love for you to type in the chat section just like you’ve done so far. However, if it’s more professional questions about Atera, then please type them in the Q&A section right next to the chat section so that we can keep those two separate and answer you in a quicker manner. 

So, really quickly about Atera. We have now over 12,000 customers and over three and a half million managed endpoints. It’s really incredible to see this growth. We have more or less 300 million automated monthly IT actions, meaning Atera is there to save you time as an IT professional. That’s Atera’s main value: to save you time and automate issues that come over and over again. Today we’re going to go over one part of Atera, which is reporting and analytics. We have a lot of different ways of getting information, and one of them is, of course, these webinars just like today. We have other webinars such as our AI in the IT industry webinars, patching webinars, ticketing, and network discovery webinars, which are also great. We have all these webinars both live, just like today, but also recorded on demand for you on our website. We also have a really extensive knowledge base and help center with thousands of articles on literally every single feature within Atera. We have our blog, the webinars, live chat with real people 24/7, our chat support, and you can also email us at [email protected]. 

So, why use reports? Why are you here, and why is this such an incredible feature and so important? I just wrote down a few different things that I think are really important with reporting: to give valuable insights and data about performance so that you understand where your business stands, monitor key metrics, and identify business opportunities on one hand and pain points on the other hand. Understand where you can do better, both on the positive side and the negative side—where you are spending your time and your money, and so much more. I think that’s one of the reasons why tech is so big today because all these tech companies have data on everything they do, and therefore they can streamline their processes and know exactly where to put their efforts. This is what we want for you.

So now let’s go into a live demo. Again, if you have any questions, please type them into the Q&A section. We will go over a lot of different parts of this huge feature, which is reporting. 

Dima: Would you like to start, or should I start? 

Ariel: Depends on you. I would love to start. Anyway, I think we should cover both parts of reporting, etc. 

Dima: Sure. I will share my window right now, and guys, let me know when you can see it. We’ll start with the classic reports. You might see this section differently; it’s located under the reports. We have two sections which we’ll cover today: classic reports and advanced reports. They might come in different shapes and forms depending on what product version you are using. Since we’re like half and half—MSPs and IT departments all together—MSPs will see it a bit differently. IT departments have a different set of reports because they don’t charge their customers for anything since they don’t have any customers, just their colleagues.  

The classic reports are a product that has been present in Atera for quite some time. You can get a bunch of information about patching and analytics of different kinds and sorts. The most valuable and most frequently used reports that I come across are actually located in the second row, five icons on the right-hand side. Also, the recent processes come very often to my attention and to the attention of my customers. Ariel, how is it for your customers? Is it different because we work with different portfolios, obviously? 

Ariel: It really depends on what the customers are looking for. If it’s a bigger company, then the technician performance report is really interesting. You can compare different technicians. But what I really like, for instance, is the patch search and deployer report because if you go into it, you can actually take action and deploy your patches directly from the report. 

Dima: This is exactly what I’m demonstrating on the screen, and I love this report too. It comes up a lot during onboarding sessions with new customers, and with existing customers, it’s sometimes overlooked. When you remove the filter (the default value is KB) and put ‘all,’ you will see all patches that are available to all the machines across the board. You will see two options: installed and not installed. What is interesting here is that you can have the not-installed patches right here, which is 34 (54 minus 20), and you can select all of those and take action immediately. You can just push the bright pink button and immediately deploy those patches. You can also export them in Excel and PDF. This goes for almost any kind of report. You can schedule them to be sent to you at will, depending on what you’re looking for. Another cool one is the patch and automation feedback report, which, depending on what you’re looking for, can show you data for the last seven days, for example. As you can see, a lot of our dummy machines are present in the environment and are offline, but you will see some data regarding how successful the patching was and how many agents were affected. We’ll cover this in the advanced analytics section because you will get more insights and data in the advanced reports later as we move further with the webinar. As you can see, the UI is shared, but it will change in the future. Ariel: I think we can disclose a bit that soon the classic reports will inherit a bit of the UI look and feel of the advanced analytics. They will share the same engine, which is Google Looker, which we use at Atera, but they will preserve the same functionality and will be kind of out-of-the-box reports. In the classic reports, you will also see the software inventory, patch status summary, and the recent processes, which is also very convenient when you do patching sequences. You can see what actually happened and how it went. From the report itself, you can access the agent page. If you haven’t noticed, we now have the new agent page in Atera, which will give you the new look and feel of how the page looks. We also added the capability of customization and resizing of the widgets so you have the information that is needed for you the most. Moving on from there, there is one report that I also enjoy: the auditor report. It lives in both dimensions, in the classic reports and the advanced reports. In advanced reports, you can get more data. In the auditor report, you will still get extensive amounts of data; however, you will be limited to what is present on the screen. Customization is not possible at the moment to remove the data you don’t need; it’s all baked in. But you can export the data and see what’s happening in terms of how your devices look, what type of hardware you have, how your servers are doing, and everything in between. You can even understand which version of Office or other software is installed on the machines. 

Ariel: Since we have a lot of people here using ticketing, I would assume the timesheet report could be interesting. Could you maybe go up to that one? 

Dima: Sure. It is a very detailed report. It’s not meant for every type of business; however, it gives you information about every single ticket for a specific customer. I think it’s a really good way of going into more detail and actually seeing if the tickets have been resolved, how much time you’ve put into each ticket, etc., just to see that you’re staying on top of all these things.

Ariel: One thing I would like to mention really briefly is the dashboard. I hope everyone knows this, but in the dashboard, you can also see a lot of information and get a sort of bird’s-eye view of your network. Here you can also just click on any of these widgets and go directly to that information and customize it exactly according to your needs. I usually recommend my customers start with the dashboard every day to make sure that everything is as it should be, that there aren’t loads of alerts or loads of tickets for a specific customer, etc. But then once you delve a bit deeper, of course, use the reporting and the reports that we’ve gone through right now. 

Dima: A bit of an off-topic, but things you should be aware of: we recently redeveloped our help widget. Previously, it was four small icons in a corner. Now you have the possibility to access all the resources your heart desires. You can start a live chat with support or even book a meeting with your CSM. My demo environment doesn’t have the second option, but you should see it in your interface, and you can book a meeting directly with the person who is in charge of your account. You can access all the information that you might be interested in. The most exciting thing that has been recently released, and some of it is dedicated to the reports before we move to the advanced analytics, is the Atera roadmap. You can see the product update section and go directly to the Atera roadmap. I have it on my screen. It is dedicated to different parts of the product, and you can decide which section of the product you want to know more about, about future development, what was recently released, what is about to be released, and what our dev team is working on. If you want to know about a specific section, like maybe some kind of integration, you can see what was released and what is coming. 

Moving on to the advanced reports, let’s start with the classic reports section. You might see this section differently; it’s located under the reports. We have two sections which we’ll cover today: classic reports and advanced reports. They might come in different shapes and forms depending on what product version you are using. Since we’re like half and half—MSPs and IT departments all together—MSPs will see it a bit differently. IT departments have a different set of reports because they don’t charge their customers for anything since they don’t have any customers, just their colleagues. The classic reports are a product that has been present in Atera for quite some time. You can get a bunch of information about patching and analytics of different kinds and sorts. The most valuable and most frequently used reports that I come across are actually located in the second row, five icons on the right-hand side. Also, the recent processes come very often to my attention and to the attention of my customers. Ariel, how is it for your customers? Is it different because we work with different portfolios, obviously? 

Ariel: It really depends on what the customers are looking for. If it’s a bigger company, then the technician performance report is really interesting. You can compare different technicians. But what I really like, for instance, is the patch search and deployer report because if you go into it, you can actually take action and deploy your patches directly from the report. 

Dima: This is exactly what I’m demonstrating on the screen, and I love this report too. It comes up a lot during onboarding sessions with new customers, and with existing customers, it’s sometimes overlooked. When you remove the filter (the default value is KB) and put ‘all,’ you will see all patches that are available to all the machines across the board. You will see two options: installed and not installed. What is interesting here is that you can have the not-installed patches right here, which is 34 (54 minus 20), and you can select all of those and take action immediately. You can just push the bright pink button and immediately deploy those patches. You can also export them in Excel and PDF. This goes for almost any kind of report. You can schedule them to be sent to you at will, depending on what you’re looking for. Another cool one is the patch and automation feedback report, which, depending on what you’re looking for, can show you data for the last seven days, for example. As you can see, a lot of our dummy machines are present in the environment and are offline, but you will see some data regarding how successful the patching was and how many agents were affected. We’ll cover this in the advanced analytics section because you will get more insights and data in the advanced reports later as we move further with the webinar. As you can see, the UI is shared, but it will change in the future. 

Ariel: I think we can disclose a bit that soon the classic reports will inherit a bit of the UI look and feel of the advanced analytics. They will share the same engine, which is Google Looker, which we use at Atera, but they will preserve the same functionality and will be kind of out-of-the-box reports. In the classic reports, you will also see the software inventory, patch status summary, and the recent processes, which is also very convenient when you do patching sequences. You can see what actually happened and how it went. From the report itself, you can access the agent page. If you haven’t noticed, we now have the new agent page in Atera, which will give you the new look and feel of how the page looks. We also added the capability of customization and resizing of the widgets so you have the information that is needed for you the most. Moving on from there, there is one report that I also enjoy: the auditor report. It lives in both dimensions, in the classic reports and the advanced reports. In advanced reports, you can get more data. In the auditor report, you will still get extensive amounts of data; however, you will be limited to what is present on the screen. Customization is not possible at the moment to remove the data you don’t need; it’s all baked in. But you can export the data and see what’s happening in terms of how your devices look, what type of hardware you have, how your servers are doing, and everything in between. You can even understand which version of Office or other software is installed on the machines. 

Since we have a lot of people here using ticketing, I would assume the timesheet report could be interesting. Could you maybe go up to that one? 

Dima: Sure. It is a very detailed report. It’s not meant for every type of business; however, it gives you information about every single ticket for a specific customer. I think it’s a really good way of going into more detail and actually seeing if the tickets have been resolved, how much time you’ve put into each ticket, etc., just to see that you’re staying on top of all these things. 

Ariel: One thing I would like to mention really briefly is the dashboard. I hope everyone knows this, but in the dashboard, you can also see a lot of information and get a sort of bird’s-eye view of your network. Here you can also just click on any of these widgets and go directly to that information and customize it exactly according to your needs. I usually recommend my customers start with the dashboard every day to make sure that everything is as it should be, that there aren’t loads of alerts or loads of tickets for a specific customer, etc. But then once you delve a bit deeper, of course, use the reporting and the reports that we’ve gone through right now. 

Dima: A bit of an off-topic, but things you should be aware of: we recently redeveloped our help widget. Previously, it was four small icons in a corner. Now you have the possibility to access all the resources your heart desires. You can start a live chat with support or even book a meeting with your CSM. My demo environment doesn’t have the second option, but you should see it in your interface, and you can book a meeting directly with the person who is in charge of your account. You can access all the information that you might be interested in. The most exciting thing that has been recently released, and some of it is dedicated to the reports before we move to the advanced analytics, is the Atera roadmap. You can see the product update section and go directly to the Atera roadmap. I have it on my screen. It is dedicated to different parts of the product, and you can decide which section of the product you want to know more about, about future development, what was recently released, what is about to be released, and what our dev team is working on. If you want to know about a specific section, like maybe some kind of integration, you can see what was released and what is coming.

As you can see, some of the upcoming features touch on reporting, like advanced analytics for Linux, advanced analytics for software inventory. You will also see reporting enhancements in the field of custom fields and reports navigation changes, which will change the way the reports look and feel. Additionally, reports in the main dashboard are being enhanced. One of the most exciting things coming to Atera is the ability to combine the default widgets in the Atera dashboard and the reporting widgets of your choice. This way, you can make the data you see every day more meaningful and totally fit for your business needs. On that note, I would suggest we move to the advanced report section. Ariel, what do you say? 

Ariel: Yeah, let’s do it. Let’s say it like this: we have three different tiers of reports. We have the classic reports, which we just went over, and they are available for all of our tiers. We have our advanced reports that we’re going to go over right now, and they are available from our second tier and up. Then you also have your advanced analytics, your customized reports, and that’s from our third tier and our fourth in our sales package. 

Dima: Are there any specific reports that you think we should go over? 

Ariel: I really like the assets report. I think it’s the simplest one to understand and to present. From there, we can maybe go into more complicated reports. So this is just a really simple asset report. It shows you how many of different types of assets you have per customer, per end user, etc. Dima, maybe you can show the filters on the top. You can change the customer name on the left side. 

Dima: Yeah, so we can do the customer name here. As you can see, we don’t have many customers with assets assigned to them, but it’s enough for demonstration purposes. After you select any type of filters, you can narrow down the data you want to see. Each and every widget, starting from the third tier of subscription in Atera, you can do the “explore from here,” which means you can modify and customize it to your liking. The second tier of subscription, regardless of MSP and ITD, allows you to download the data you see on the screen by default and work on it in external tools like Microsoft Excel or Google Sheets, depending on your choice. You can move and resize them, and also, if you click on the folder icon, you can use the share folder and make a copy of the report and transfer it to the folder called “my folder.” You just copy it, and it will be yours. Now we have the hardware inventory; we have several copies, and different people use them for demonstration purposes. However, it’s not everything, and the most interesting thing here is that it’s a full-fledged BI system integrated into Atera. 

We have the new report button, and there you see that you start to be able to use the data sets starting from the third tier of our subscription and up. You’re able to use the data sets, which means that if this information is captured by the agent, you will see it on different pages of the product. Depending on the specifics, let’s imagine it’s an agent data set, and you click on build report. You will see on the left a huge menu of collapsed folders with all the relevant information for this or that data chunk. For example, all the information relevant to the agent itself. Maybe you need some very specific information regarding the battery of the device, so if you have a bunch of laptops, it might come in handy. Ariel, maybe we’ll try to show examples of what you can build with it, or do you want me to go first? 

Ariel: Yeah, I can show a few simple ones. 

Dima: Okay, I will stop sharing for now. 

Ariel: Okay, let me share my screen. This is where you can customize your own reports in order to get the data that you need to make the best business decisions. Just like Dima showed, first of all, you need to choose a data set, meaning you need to understand what data you’re looking for. If that’s alerts, then you want to type in alerts here and choose that. If it’s agents, that’s any information that the Atera agent can pick up essentially. If it’s tickets, then choose tickets. This is really an important first step because that’s where all the information exists. Once you click on that, just like Dima showed, we have a long list of information, and you can go through these and look for the information that you would like, or you can just search for it up here. I usually recommend starting with a count. You want to count how many agents have this, are doing this, have this name, have this type of software, etc. I’m just going to type in count, and then there are multiple counts here. I’m just going to take the agent count and add it. I click that, and it’s added to the data over here. Let’s say I want to see how many agents there are per operating system per OS. Here we go. Now I can see that in this environment, I have 34 Windows, five Mac, etc. Amazing. If I want to visualize this, I just click on the visualization tab here, and there are multiple options. For instance, it could be just a table, a column, a bar, a scatter plot, or anything. For something simple like this, maybe I would use a pie chart like this. I can also choose to do something like this over time, meaning I would understand when my different operating systems were installed, when the agent was installed. So I’m going to do that per month. I’m just going to type month in the search, and I’ll choose created month. If I run this, I will now see that the data looks a bit weird. I know I have the data I want here, but it looks a bit weird. What do I need to do then? I need to pivot the information so that my rows turn into columns. I will go to this cogwheel over here at the agent OS environment name, and I’m going to pivot this information. Now, when I rerun this, it will hopefully look a lot better. 

Now it’s starting to look good. Here I can see that, for instance, in May, one Windows agent was added, and in September as well, etc. I’m going to do a filter and only see the information for, let’s say, the last three months. I’m going to click on the tab here that gives me all the information that I’ve already used, and I’m going to filter on the month. There’s a little button here when I hover over this where it says filter by field. If I click on that, it adds it to my filter tab. So I have three tabs here: filter, visualization, and data. Now let’s say it’s in the last three months, or it could be the last three days or whatever it is. I’m going to rerun this and see if this makes the information any better. Okay, it does. I’m going to add maybe in the last six months or something like that. Let’s see. I just want this information to be pretty okay. Great. This means that I added two Windows devices in March, one Windows device in April, etc. I want to see if I can get any more information. Amazing. If I want to change the way this looks, I can click on edit up here and, for instance, do a stacked column chart instead of a regular grouped one. As you can see, in August, I added one Mac and two Windows devices. This is just an example of what you can do, and you can really customize this according to your needs. 

Another example would be if you want to understand where all of your tickets are and how they are created. First of all, I’m going to click on new report. I’ll go to my ticket data set. Actually, before this, let’s say I created this, and I’m happy with this information. I’ll go and click save. Now you can save this as a new dashboard or to an existing dashboard if you already have one. I’m going to click new dashboard and name this webinar Ariel and Dima.

Okay, and now let’s click save. If I now go and click view dashboard, I’ll actually be able to see what we created. This is what it looks like. Amazing. Here I have my data, but of course, this is only one widget within an entire dashboard of different widgets and different reports that we’re going to be creating today. Great. I’ll click save, and now I’m going to go on to my next report. The next report will be tickets. I want to understand where my tickets are coming from. Maybe all of my tickets are over the phone, but I actually want the tickets to be through the customer portal that we have or through email. I want to understand how many actually come through the phone. So I’m going to start with saying I want to count my tickets. What else? I’m going to say maybe ticket source or something like that. Yeah, okay, ticket source. Perfect. I’m going to run this just to see that we’re on the right track. Perfect. I can see that, for instance, almost 800 tickets were created automatically from alerts and 142 tickets were created from emails, etc.

Now, I also want to see, just like before, the creation time of these. I’m just typing in month here. I want the ticket creation date, and I want to add a month. Now, just like the previous report, in order for this to actually look okay, I’ll have to pivot. As a general rule, you want to pivot the data that’s not the time, not the month, or not the date. Okay, now it’s starting to look better, just like before. I think I want to do that filter and only take the last, let’s say, six months. So I’m going to go to the in-use tab and filter based on the month, and I’ll say in the last, let’s say, 12 months. 

Okay, now it’s starting to look like something. Now I can use this as a line chart, perhaps. This is what you would like, and we can see that a lot of tickets have been created by “other.” Perhaps it’s best to understand what is this “other”? Where are these tickets created from? Are they created manually by the technician? This is really useful. Just like before, for instance, if you would like a column chart, let’s make this maybe a little bit nicer and make it into a stacked chart. In addition, you can also add different data. Let’s say I don’t want to just hover over this, but I actually want some information there. I want to click value labels, and then I’ll get some values. Perhaps you would like some totals. For instance, I can see now that April was the month where I got the most tickets. Why were there 129 tickets in April but only 74 in May? What happened there? Why were there so many tickets? Anywhere that you make a report like this, you can also click in on this and do a drill down to get more information. From here, you can also download this if you would like. You can send it via email, and you can also schedule it. You do need to save it first. Let’s save it again. Let’s give it a name first. Thank you very much. You’re welcome. This is tickets over time. 

Okay, now I’m going to save this to an existing dashboard. Let’s say webinar Ariel and Dima. Now, if I go back to this dashboard, I’ll be able to see the one we created first and here are the tickets over time. If I want to make this bigger, I can do that. If I want to make it smaller, I can move it around, and you can really just customize this exactly according to your needs. 

Dima, would you maybe like to do an example as well? 

Dima: Yeah, sure. A couple of things that I found across numerous meetings with my customers. One of the topics I hear a lot is working with cyber insurance companies. If you’re working with one or in negotiations with them, they want to do a security assessment of your company. They want to know, and you also want to know, if your organization is complying across the board with the security standards to make the deal happen. 

Let’s create a new report and use the data set called agents. First, we go with site name. In the case of the MSP product, it will be the customer name. The second one will be the agent name. Let’s imagine it’s something you can refer to as a device ID. At the very bottom of the agent data set, you will see the software security, and you will see anti-spyware, antivirus, and the firewall name. Let’s click all six of them. Also, let’s imagine that your PCs are using BitLocker. We go to the hardware disk and see the BitLocker status, BitLocker status name. Let’s do a security assessment and see how compliant we are to the cyber insurance rules in under a second or so. You will see the sites, all the devices which are relevant, and you will see which products are installed, active, and up-to-date across the board. You will see if BitLocker exists and if the protection is turned on or not. For a lot of companies and a lot of cases, some of my customers just go to the classic reports and check the type of info using the auditor report. The difference is that you can go to the advanced reports and get the information across the board and use the filtering option. Just add a filter. Let’s imagine you can add a site name and use the drop-down menu here. The difference will be that you will be able to select multiple values. If you rerun the report, you will be left with only two sites to choose from. The row limit is not limited to 500; it is limited to 5,000 in the UI of Google Looker, but if you export the data, it’s more. 

Another use case of the report, I will just scrape it for now. I will use the agents data set again. Let’s imagine we touched on the hardware inventory a bit earlier with Ariel. We can go again with the site name. Let’s imagine you’re trying to assess your outdated laptops. Maybe if you’re an MSP, you have a good deal from your local hardware vendor, and you can offer your customer SSDs or RAM modules at a reasonable price. You can go with site name or customer name, depending on the product version, and agent name. From here, you will see all the relevant information. If we go to the hardware hard disk, you will see the disk type, the media type, the model, the number of partitions, the serial numbers, and everything in between. If you go to the hardware disk, let’s imagine you’re trying to make your customer aware of their devices’ upgrade needs or assess how many laptops are running out of space. Maybe you need to provide them with SSDs with more capacity. Let’s imagine you have total space, used space, used space percentage. Let’s just run the report right now, and you’ll be able to see that. Let’s imagine you want to understand which devices are in a critical state and will run out of space pretty soon and deserve an upgrade. The same goes for RAM modules. You may find 8GB RAM modules installed, and some of the laptops require an upgrade to 16GB.

You can just add a column to an existing data set to compare the storage and the memory modules installed. You will see that a lot of the laptops have 8GB of memory. You can create filters to assess the laptops running out of space and also have outdated modules of RAM that need to be upgraded. It’s one of the many ways to use it, but still, it’s a very valid point. For MSPs, it’s basically money on the table because you can run very quick, snappy data and also send it to your customers every month to show them that you are aware of what’s happening. Show them how they look on paper, in front of their eyes, as if they were looking at their data themselves. 

One of the features coming up really soon is the roles and permissions overhaul inside of Atera. You will have more granular access. We got a lot of questions regarding access to the reports for regular technicians. If it’s something of your concern, please be aware that in the coming, I don’t know, I’m afraid to do commitments right here since it’s recording, but I assume at the beginning of the next quarter, we will see a much more granular look and feel of the roles and permissions. We will see many improvements to the existing components of the system because our admin core team, responsible for the core features of the Atera product, is busy, same as the RMM team and the PSA team. RMM is anything related to patching and remote management, and PSA is anything with ticketing and beyond. All the teams are busy planning the next quarter of development, and you will see many more improvements to come really, really soon. We have some time for questions, by the way. 

Ariel: Okay, I’ll start from the very last one from John Finch. Are you able to provide a recording from today’s webinar for us to watch? 

Dima: Yes, and it will be available very soon. You will see in the chat, I have pinned my message, which is at atera.com/webinars. If you access this link, you will see a bunch of webinars for your convenience. Sorry, I have a bit of a window that is too large for the screen. You will see upcoming sessions which you can join, and you are more than welcome to join them. It’s totally free, and you can rewatch the on-demand ones. If you click on the watch now, you will just put in your data if you want to watch it, and you will be provided with an embedded window. You will be able to see and choose the webinars by topic. For example, the mobile app, IT automation, cyber security, you will see the Q&A sessions which is “Keeping IT Real.” We do it every other week, and you will see a bunch of webinars to choose from. We are constantly updating them and working hard to keep them up to date. Ariel: Okay, I think we had another question. Do you have a training campaign with a goal of being certified in your product?

As Ariel just responded, we are working on it. We are developing a full-fledged Atera Academy for existing and new customers. There’s a lot to be done to become certified, but right now, for the companies who are partners of ours in the regions, we do certifications. If you are busy being our partner and reselling Atera in your specific region, we do such certifications as we speak.

The next question is: What’s the big difference between Atera and Freshdesk, and what’s the point plus? Freshdesk’s primary use case is customer support software. Atera combines not only customer support capabilities but also includes patching, advanced reporting, and more. We try to bring everything under one roof. Additionally, we have our App Center, which offers a bunch of products to choose from and to combine with your Atera usage for billing convenience and overall convenience.

The next question is: If you save an advanced report, will it update to the current date, or will another report need to be run? Great question. If we go to the advanced reports and choose, let’s say, agents’ hardware information, we can click on the three dots and use the force refresh button. We can also fine-tune the report as soon as we clone it to our folder. For example, if I go to “My Folder” and choose the hardware inventory copy, you will see that the refresh will be just now whenever you enter the report. You can click on the three dots, then on “Edit Dashboard,” and then on the settings of the dashboard. You will see the refresh frequency, which you can set to real-time, every hour, every minute, or every day, depending on your needs.

Another question is: Why doesn’t Atera permit the ability to search via target IP address? Right now, we have started to implement the ability to search by IP address. As you can see, even a partial match works. We will be adding IPv6 support soon, but searching by IPv4 is already available.

Another great question is: If we’re testing new reports, how can we review the info before it’s sent to the customer contact? You can send it to yourself or internally first, and schedule it to be sent to your customer after you have checked all the data. You can also save the data in an Excel format and send it afterward using your email client, depending on which way works best for you. If you have more questions on the reports, chat with our team. We encourage you to do so. If you are on the tier one or tier two of the subscription, you are more than welcome to get a meeting with your CSM person, and we will enable you a trial for the higher tier. We will also instruct and train you on how to use this component of Atera so you benefit from it. 

Ariel: I want to show you a few things, and then we’re running a little bit out of time, so this will probably be the last example. I’ll stop sharing so I can share my screen. 

I want to show you a practical way of using the reports. A really simple report but something that you can take action on directly. I’m in the agent data set, and I’m just going to count the number of agents. This is how I like to start my reports and how I always recommend my customers do this. Let’s say, security antivirus. I want to understand how many different antivirus solutions I have. Let’s check out a visualization. I’m going to do that as a pie chart. The reason I like this is that you can click in and see, for example, that almost 31% of my agents, my devices, aren’t even secured. I can click in on that and see exactly which agents aren’t secured. You can take action directly from the report. 

As a sort of last little feature hint, as you can see on my screen, I have different tabs. This is something that we haven’t released yet to all of our customers. It’s still a work in progress, but it is a very highly requested feature, so I’m happy to say that it’s basically finished. 

Unfortunately, that’s all we have time for today. We’re going to launch a short survey to understand how this webinar was for you, if we can improve on something, what you liked, etc. I’m launching the survey now, and it would be really great if you could take a minute or two to answer. It’s really important for us to get some feedback to make these webinars as good as possible. 

Dima: We would appreciate the feedback because this helps us improve what we present. Since we’re a bit limited in time and it’s been almost an hour, you’re more than welcome to join the next sessions. We do them every Monday and Tuesday, depending on the topic. Check our webinars page and don’t forget to check the Atera roadmap. Some of my customers add it to their bookmarks. I will share the link, and it’s available for your consideration. You can see which features are in the works and what to expect. 

Ariel: I’m also sending a link to our success account. If you have any questions about what we went over today, feel free to send an email there, and someone in the success team will get back to you. This feature is really huge, and you can do a lot with it. I’ve seen customers with tens of reports and dashboards, one for each technician or site. It’s a really strong and expansive tool. It takes a little time to learn how to use it in the best way possible, but I definitely recommend sitting down for an hour to figure it out. 

Dima: We have a knowledge base article on this. I’ll share the link, and you can type in “advanced reports” in our knowledge base to see all relevant articles. You’re more than welcome to schedule sessions with us. Our job is to make you knowledgeable in the product you use every day. Don’t be afraid of the reporting; it’s easier than it seems. 

Ariel: Thank you, everyone, for joining. Have a nice day, evening, night, or morning, wherever you are. 

Both: Thank you for joining and good luck. Bye-bye.