Atera
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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 This Report Matters
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.
For Atera users specifically, this template is structured around the data exports and metrics available in Atera, so you can populate it directly from your existing workflows without extra data wrangling.
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
Download This Template
Get the Atera Monthly Service Report template in editable format. Free, no sign-up required.
Download DOCX Browse All TemplatesFrequently Asked Questions
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.