Report Filters

Overview

A feature that empowers users to efficiently apply filters, generate reports based on specific criteria and save these filters for future use. This functionality allows for convenient filtering by agency name, date range, etc., and offers the capability to store these filters either locally or globally so other users can utilize them.

Key Features

Customized Filtering: Users can filter reports based on Call Centers and desired date ranges, ensuring precise data retrieval.

Save Filters for Future Use: After applying desired filters, users can save them, allowing easy access to reapply them when needed.

Global and Local Saving Options: Users can store these filters globally, making them accessible across the entire organization, or locally just for their own personal reuse.

Instructions to use Report Filters?

1. Navigate to the Reports tab from the left menu and select the type of report.
2. Ticket Summary - Select the Call Center and a date range. Click Go to view the report.
3. Click Save As to save it and reuse it later. Provide the Search name and check the box if you wish to make it available as a Global search for everyone in your Org. Click Save.
4. The saved searches can be viewed by clicking the down arrow as shown below - It will be listed under My Searches or Global Searches.
5. Select “Search” from the list and hit Go to generate the report at any time.