Skip to main content

I have a couple questions about the Analytics. First what I'm currently seeing happening.

When I look "By Agent" and apply specific filters I want, at the bottom it shows me a list of the agents and their ticket count that matches the filters. I can also sort by agent First name or by Ticket Count. If I click on Tickets in the upper right to see the actual tickets matching the filter criteria, and then go back to the analytics, it takes me to just the "Tickets" view even though I started from "By Agent". This is the same default view any custom views take you too if you click on Analytics.

  1. Is there any way to save a custom analytics view so I don't have to recreate it every time the way you can for Users/Tickets etc? Yes I can make a custom view for those items, but it loses the ability to see the ticket counts by Agent which is useful for us. 
  2. On the Dashboard, there is a lot of information not relevant to our workflows. I found where to take those out. Is there anyway to add the saved Analytic views from question 1? 

In both cases I'm open to the possibility of "operator error." I'm even hoping for it as that means these things are possible. 
 

Hi @bclark

Thank you for your question. Below is some information that hopefully will help you.

First, you can create and save a custom view.  Then, you can view the analytics for the view using the Analytics buttons as it essentially auto applies the same filters in analytics from the view.

qkKAcOMo0PoZVL8Jo3t7-Q5w6yK2O_c1JmSLvYJJ1LEHlp2Y4cf2mSsOLc7lrWlalshPT6J5muCD-vUTruuLHw422Ndlz561UigNZRj0akd7V7BdmmEt7uI3uLV_l3q6IGs1ggZT

You can also add the custom view to their dashboard (but not the analytics to the dashboard).

qg2xSs35N2jQg2fL0DIApwcqbzZGBl_Ep6ifxwEA6h8o_gXbNirbrSP2ZLb4v15OeJHRLRljCXFwfTbODRTWoV9RDukBmA4BHbQdlQZCFdhE9NHhs02Slhzo5ozvZswmtCkeNINn

 

Below are two helpful resources about the above in Academy and community. I hope this information helps.

https://learn.incidentiq.com/topic/customizing-dashboard-2/ 

https://community.incidentiq.com/administration-83/navigating-the-analytics-explorer-245#Ticket+View+Analytics


Thank you for the reply. I found that stuff earlier. Let me give a more concrete example. I have a custom view for our field technicians. It’s sorted to show closed tickets today (moving date range) in our field tech team. When I click that analytics button, it does not show me (or I’m not seeing where) to view how many were closed by each specific agent. Without making a view for each individual person I’m not seeing another way to do this. But if I go to analytics, and apply the filters, I get the exact view I would want. It’s just that then I have no way to save that. This screenshot is at the bottom of “By Agent” with some filters. That’s the view I’m looking to save.

 


@bclark Thank you for the clarification. Let me do some more research and get back to you.


@bclark For now, please put this great idea in the Idea Exchange, and hopefully a ticketing custom view with closed tickets by team can provide some visibility in Analytics for now.


Done. Save Custom Analytic Views


Reply