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Help Desk provides a variety of reports to provide analytic insight. The All Tickets Grid also provides an option to export ticket data to use for reporting.

  1.  Navigation:
  2. Dashboard
  3. Analytics


Check out our related video -  Analytics and Reporting (7:08) - as you review this topic.

Analytics - System Reports

  1. Click Analytics in the navigation bar at the top of the screen.
  2. Choose the Select a Report drop down menu to choose a report.
  3. Enter a date range by selecting a start and end date, or choose a time frame from the time frame drop down menu.
  4. Click Run to generate your report.


Analytics - My Reports

  1. Create a System Report.
  2. In the Run menu drop down, select the "Save As" option.
  3. Provide a name for your report.
  4. Your report will be generated and will be available to view in the Select a Report drop down menu under My Reports.


Analytics - Report Options

The following report options are available in Help Desk.

Format Description
Grid Data is displayed in a grid format.
Charts Data is displayed in various charts, including: Column, Bar, Line, Scatter, Pie, Stacked Column, and Column Line.
Format Allows the formatting and conditioning of cells.
Export Print file or export to the following formats: CSV, Excel, PDF, and Image.

All Tickets Grid - Report Options

Use filtering in the All Tickets Grid to create a data subset for reporting.


Export to Excel

  1. Click Export to Excel above the blue header in the tickets grid.
  2. Open the downloaded file and save.