Xcitium Platform

• Introduction To Service Desk Module
  • Quick Start
  • Login To The Service Desk Module
• Service Desk Admin Panel
  • Admin Panel Dashboard
    • View The Dashboard And Export Reports
    • View Alerts & Notifications
  • Service Desk Configuration
    • Company Profile And Support Portal Settings
    • Service Desk System Settings
    • Ticket Settings And Options
    • User Registration Settings
    • Email Settings And Options
    • Access Control Settings
    • Knowledge Base Settings And Options
    • Autoresponder Settings
    • Configure Alerts And Notices
    • Configure Two Factor Authentication
  • Manage Service Desk Components
    • Ticket Categories
    • Ticket Filters
    • Service Level Agreements (SLA)
    • API Keys
    • Client Portal Pages
      • Configure Your Support Center Page
    • Forms
    • Custom Lists
    • View And Manage Asset Types
    • Manage Materials And Expense Items
    • Manage Charging Plans
  • Email Management
    • Setup Your Support Email Addresses
    • Block User Email Addresses
    • Email Templates
    • Test Outgoing Email Settings
  • Manage Time Sheets
  • Manage Staff
    • Staff Members
    • Staff Roles
    • Departments
    • Time Sheet Templates
    • Material Approval
  • Manage Announcements
  • Generate Reports
    • Time Log Reports
    • Ticket Report
    • Asset Reports
    • Service Types Reports
    • Department Ticket Reports
    • Agent Reports
    • Users Reports
    • Resource Appointment Reports
    • Scheduled Reports
  • Finance
    • Generate Cost Reports
    • Manage Contracts
• Service Desk Staff Panel
  • Staff Panel Dashboard
    • View The Dashboard And Export Reports
    • View Staff Members
    • My Profile
  • Manage Users And Customers
    • Manage Users
    • Manage Customers
  • Manage Tickets
    • Ticket Details
  • Manage Knowledgebase
    • FAQs
    • Manage FAQ Categories
    • Canned Responses
  • Manage Projects
  • Manage Staff Time Sheets
  • Manage Calendars
• Appendix 1 - Field Types In Custom Forms And Custom Lists
• Appendix 2 - Ticket Priorities
• Appendix 3 - How Charging Works In Service Desk
• About Comodo Security Solutions

Resource Appointment Reports

Click 'Admin Panel' > 'Reports' > 'Resource Appointment'

• An appointment is a task or meeting added to a staff member’s calendar.

• See Manage Calendars to read more about the Service Desk calendar.

• The report shows an overview of scheduled tasks and meetings by staff.

Create a resource appointment report

• Open the admin panel (see the last link on the left)

• Click 'Reports' > 'Resource Appointment'

Filter Options

• 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.
  

• Group By: Select how the entries should be sorted in the report, that is, by days, weeks, months, quarters or by years.

• Quarter: Generate a report which covers a selected quarter (three months) of a year, regardless of the time you chose in the 'Period' filter.

• Select the year and quarter from the menus to a generate a report on a specific quarter, or...

• Leave at default to generate report for the period between the 'From' and 'To' fields

• Year: Generate a report which covers the selected year, regardless of the time you chose in the 'Period' filter.

• Select the year from the drop-downs to generate a report on a specific year, or...

• Leave at default to generate report for the period between the 'From' and 'To' fields

• Agent: Select a staff member to create a report on only the appointments of that person. Leave as 'Select Agent' to include all staff members in the report.

• Click the 'Go!' button to generate the report for the selected period and filter. The following example shows report by months.

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

• Click the icon  beside 'Scheduled Reports' to schedule a report and configure recipients. See 'Scheduled Report' for more details.