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Automated Daily reports for agents

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Hello, 

 

Im looking to create an automated report for our department admins that would show the daily tickets resolved by the agent as well as the tickets that are still in submitted status 

Best answer by Melissa_iiQ

Good Morning ​@SGANESH 603b992 jcboe ! Thank you for submitting your question. I am not aware of a way to create ‘automated daily reports’. However, you could utilize the Custom Views and add the following filters: (with the correct agent of course)

This would show any tickets that are in the status of resolved or submitted by that specific Agent. This is considered a live report in means that it will update anything those filter criteria are met.

I hope this would be a helpful work around. Please let me know if you have any questions!

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    Melissa_iiQ
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    • Melissa_iiQ
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    • March 7, 2025

    Good Morning ​@SGANESH 603b992 jcboe ! Thank you for submitting your question. I am not aware of a way to create ‘automated daily reports’. However, you could utilize the Custom Views and add the following filters: (with the correct agent of course)

    This would show any tickets that are in the status of resolved or submitted by that specific Agent. This is considered a live report in means that it will update anything those filter criteria are met.

    I hope this would be a helpful work around. Please let me know if you have any questions!

    Melissa Hopson- Senior Implementation Specialist
    PDonahue_iiQ
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    • EStapf_iiQ
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    • March 7, 2025

    Hi ​@SGANESH 603b992 jcboe Thanks for submitting your question! As ​@Melissa_iiQ mentioned at this time we are unable to email or ‘automate’ reports. We can schedule a custom view for export via SFTP if that would be helpful for you. You can find information about that HERE.
    There is also this open idea that you can add your comments to and upvote:

    https://community.incidentiq.com/ideas/automated-data-export-414

    Thanks so much!

    Kathryn Carter
    PDonahue_iiQ
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