Reporting

Service Desk provides a broad range of reporting capabilities, allowing you to output reports to a graphical/tabular display and, depending on the report type, in either CSV, XLSX, PDF or HTML format - on any chosen date range within your history of using Service Desk.

The following table shows in which format(s) reports are currently available:

Report Name XLSX CSV PDF HTML
Dashboard Reports
Ticket Closure Report Yes Yes Yes  
SLA Breach Report Yes Yes Yes  
Tickets by Asset Report Yes Yes Yes  
Tickets by Customer Report Yes Yes Yes  
Opportunities Report Yes Yes Yes  
Staff Agent Activity Report Yes Yes Yes  
Ticket Reports        
Revenue Reports        
Customer Summary Report     Yes  
Report Builder Reports
Time Log Report Yes Yes Yes  
Cost Entries Report Yes Yes Yes  
Customer Assets Report Yes Yes Yes  
Tickets Report Yes Yes Yes  
Ticket Volume Report Yes Yes Yes  
Ticket Queues Report Yes Yes Yes  
Operations Report Yes Yes Yes  
Customers Report Yes Yes Yes  
Sites Report Yes Yes Yes  
Staff Report Yes Yes Yes  
Users Report Yes Yes Yes  
Scheduled Reports* Yes Yes Yes Yes
* Only Dashboard reports that are able to be scheduled can be output in XLSX and CSV format. Other reports listed under Scheduled Reports in the Report Builder can only be output in PDF and HTML formats.

To access Reports, click on the reporting icon in the Navigation panel:

The Reporting pages are displayed:

The Reporting navigation panel contains the following sections:

  • Dashboard Reports - Reporting dashboard with range of useful, display-only, graphical and/or tabular reports
  • Report Builder - Build, customise, schedule and output the reports you need
  • Recently Saved Reports - A list of the 10 most recently saved reports from the Report Builder (reports listed here are system-wide and not just those of the logged in user)