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.
- Navigation:
- Dashboard
- Analytics
Click on a hyperlink to jump to that topic:
Analytics - System Reports
- Click Analytics in the navigation bar at the top of the screen.
- Choose the Select a Report drop down menu to choose a report.
- Enter a date range by selecting a start and end date, or choose a time frame from the time frame drop down menu.
- Click Run to generate your report.
Analytics - My Reports
- Create a System Report.
- In the Run menu drop down, select the "Save As" option.
- Provide a name for your report.
- 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
- Click Export to Excel above the blue header in the tickets grid.
- Open the downloaded file and save.