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).

To run a report

  1. Click Service Analytics.
    The Service Analytics utility opens in a new window.
  2. 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.
  3. For Ticket Management Reports, click Actions > Schedule Report to Run. For other reports, click Actions > Auto-Run.
    The Schedule a Report page appears.
  4. Fill in the required fields.
  5. 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

  1. Click Service Analytics.
    The Service Analytics utility opens in a new window.
  2. 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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