⚒️Report Builder

Our builder is where you can build and save reports for yourself or your team. Here is a breakdown of one of our reports.

1 - Creating a Report

  1. Name your report.

  2. Select what type of report you would like to create.

    I selected Aggregation Report to help those who would like to do Rolling Reports.

  1. Choose the type of chart you want the report represented as.

  1. Select the Entity which you are creating the report. I chose "Ticket" due to the report being based on closed tickets per Admin.

  1. Under "Method" I chose "Count Occurrence" so the system tallies all the counts for the "Field".

  1. Select your "Field". Here I chose "ID", this is what our tickets are based on.

  1. Select your "Based On".

  1. Select the Order of your chart, then add "Search Conditions".

Select "+And". When you click on the first drop down, the menu list shows the following options.

For the purposes of our demo report, we will continue with the Rolling Report.

  1. Select "Admin"

  2. In the next dropdown select "Assigned". This will only show tickets that have been assigned to an Admin, and then closed. If you want to see tickets that are not assigned to anyone and are closed, then skip step 9 and 10.

  3. Select "+Add"

  4. In the dropdown select "Created At"

  5. In the next drop down select "Rolling Window"

  1. Input the number of days you would like the window to be open.

  1. Select "+ And" ("+ And" means required logic) *Selecting "+ Or" would mean optional logic.

  2. Select "Status" from the menu.

  3. Select "Exact Match"

  4. Select "Closed", this refers to all closed tickets.

If you want your report to be for you only, then you can click "Save". If you would like your report to be open for anyone with permissions to see the report, click the box to share and make public for your users. Make sure you click "Save" after you click the share box.

2 - What Do the Menu Items Mean?

  1. No Exact Match - Any Item or value excluding the one provided.

  2. Greater Than or Equal - Any number larger than, or equal in value to the one given.

  3. Less Than - Any number smaller in value than the one given.

  4. Not Between - Any value not in between 2 given values, that you choose.

  5. Not In - All entries outside the field in which you choose. Make sure that you hit enter to apply the entries.

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