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Monthly Ticket Report

  • January 14, 2025
  • 4 replies
  • 115 views
K
Contributor
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Is it possible to have a monthly ticket report automatically generated and sent to specific users? We have a need to have a monthly report generated that shows all the tickets entered in a given time frame and ticket status/resolution. 

 

Best answer by Kathryn Carter

 ​@kcullen You will create a Custom View and attach filters such as “created date” as last month:

Then, you can add additional filters, such as “Ticket State,” to filter those tickets down even more. 

 

C
S

4 replies

smcelmurray_iiQ
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Hi ​@kcullen - Not quite yet! This is a feature that has been requested so please search for it in Idea Exchange and give it an upvote. In the short term, you can create a shared dynamic report that will live on your designated users’ dashboard. For example, you could use a moving date range filter that will update monthly for your users. Thoughts?

K
Kathryn Carter
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  • Kathryn Carter
  • Community Manager
  • January 15, 2025

​@kcullen Thank you for submitting your question to our community! 😄

To piggy back off of ​@smcelmurray_iiQ, here is the idea you can upvote and check out: 

Additionally, if you have access to an SFTP, you could schedule an export

Here is the thread that writes it all out and talks through it with a few other districts. Check it out and let me know if you have any questions! 

 

Kathryn Carter - Community Moderator /// Did you ask a question? Don't forget to mark the correct answer!
K
Contributor
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  • kcullen
  • Author
  • Contributor
  • January 15, 2025

Hi ​@kcullen - Not quite yet! This is a feature that has been requested so please search for it in Idea Exchange and give it an upvote. In the short term, you can create a shared dynamic report that will live on your designated users’ dashboard. For example, you could use a moving date range filter that will update monthly for your users. Thoughts?

How would I do this? I think this will be an acceptable solution for now.

Kathryn Carter
Forum|alt.badge.img+18
  • Kathryn Carter
  • Community Manager
  • Answer
  • January 22, 2025

 ​@kcullen You will create a Custom View and attach filters such as “created date” as last month:

Then, you can add additional filters, such as “Ticket State,” to filter those tickets down even more. 

 

Kathryn Carter - Community Moderator /// Did you ask a question? Don't forget to mark the correct answer!
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