Running reports
Reports run automatically whenever you display them but you can also schedule reports to run at a certain time. You can run reports based on events (when tickets are created, activated, resolved, and so on) or based on metrics (how many tickets are in each category).
The following topics are provided:
To run a report
- Click Service Analytics.
The Service Analytics utility opens in a new window. - Expand the section containing the type of report that you want to run and click the link in the Name column.
The Report Settings page appears. - For Ticket Management Reports, click Actions > Schedule Report to Run. For other reports, click Actions > Auto-Run.
The Schedule a Report page appears. - Fill in the required fields.
- Click Schedule task.
A confirmation message appears at the bottom of page.
To export the report, follow the instructions in Exporting report data. To print the report, follow the instructions in Printing reports.
To view report details
- Click Service Analytics.
The Service Analytics utility opens in a new window. Expand the section containing the report that you want to view and click the link in the Name column.
The Report Settings page appears.
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Setup a report using Autorun option to email the report weekly to a select group of recipients. That was the easy part. Now, there is a request to change the recipients, and the day of the week the report is generated.
How do we access the Autorun settings and modify them??
(probably just the first part - access the Autorun settings - but if modifying the settings has a unique process, then that, too)
I'm sure there is more than one way to do this. I would go to the Administration tab and select the Report Scheduler. Find your report, select it and Click on the Edit button. Make the changes to the Recipients and Click on the Schedule Report button.
Hi, Robert and Eva. The development team has confirmed the steps that Eva provided. The team recommends following those steps.
Thanks for your input, Eva!
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