Agent Reports
Click 'Admin Panel' > 'Reports' > 'Agents'
- ‘Agents’ are staff members and admins. Agent reports provide info on the number of tickets that are open, closed, assigned, paused and overdue for each staff member.
- Report also include information on billable time, time spent per ticket, material costs and billable time.
- You can generate a report for all staff or for a single staff member. Reports can be exported to PDF and CSV formats.
Create an agents report
- Open the admin panel (See the last link on the left)
- Click 'Reports' > 'Agents'
- Period: The default report period is from the first day of the current month to the current date. You can choose a different period by modifying the dates in the 'From' and 'To' fields.
- Agent: Choose the staff member on whom you want to generate a report. Leave as 'Select Agent' to generate a report on all staff.
- Click the 'Go!' button to generate the report for the selected period and filter.
- Agent: The name of the staff member.
- Open: Number of tickets assigned to a staff member and in open state.
- Closed: Number of tickets assigned to the staff member that have been closed.
- Assigned: Total number of tickets assigned to the staff member.
- Overdue: Number of tickets assigned to the staff member and not closed within the stipulated time.
- Paused: Number of tickets paused temporarily by the staff member.
- All tickets: Total number of tickets assigned to the staff member (sum of open and closed tickets).
- Billable Time: Time spent on tickets by the staff member which can be charged to the customer.
- Spent Time: Total time spent resolving tickets for the by the staff member.
- Materials: The total cost of materials used in tickets worked on by staff members.
- Billable Time Cost: The total charge for time listed in the 'Billable Time' column.
Download the Report
- You can download reports in PDF and CSV formats.
- Click 'Export to PDF' and/or 'Export to CSV' at the top of the table to obtain reports.
Scheduled
Reports
- Allows you to schedule automatic reports and configure recipients.
- Click
the icon beside 'Scheduled Reports' to schedule a report and
configure recipients. See
'Scheduled Reports' for more
details.