📄️ Overview
Reports help in measuring the system performance using different metrics. The metrics can be as simple as counting the no. of tickets per month or complex enough to identify the trend of tickets, and analyze the root cause. The common reports like count of a ticket per status, priority or technician are available by default. To generate business specific reports, you can apply custom filters and select the desired columns. For better analysis, you can download the reports in PDF, Excel, CSV, and Word format and generate charts out of it.
📄️ Reports List Page
The Reports List page displays all the default reports based on the selected module from the left panel. It also enables you to search, filter, create new custom reports, view history, and configure settings.
📄️ Create Report
The page enables you to create a custom report for all the modules. You can create tabular, matrix, summary, plugin, and query reports. Based on the module and report type selected, the filters, charts, and column values will appear for configuration.
📄️ Edit Report
To edit the reports, click the Edit icon (pencil) either from the list page or from the preview page. You can edit the custom and default reports. In the default reports you can edit the description field only.
📄️ Schedule Report
The Schedulers in the reports are tasks that do specific operations periodically. For reporting, the schedulers are used to generate and send the report to different people.
📄️ Delete Report
You can delete the old and irrelevant reports from the system. This helps you to focus only on the required report. Once deleted, you cannot retrieve back the deleted report.
📄️ Search and Filter Report
The Search and filter options on the report list page helps you to find the required reports from the long list of reports.
📄️ Download Report
This option enables you to download the report in PDF, Excel, CSV, and Word formats.
📄️ View History
The View History option displays the history of reports that are downloaded and exported along with their format. You can view the history of all the reports from the list page as well as of individual reports from the preview page.
📄️ Export Report
This option enables to export the report in the desired format. You can export the report in PDF, Excel, CSV, and Word format.