Within Teamwork Desk, you can use advanced filters in the Reports area to create custom reports.
Note: Reports are available on the Premium subscription plan and above.
In each section within Reports (excluding Help Docs), you can filter the data by:
- Note: The companies filter
option in Reports is available on
Premium subscriptions and above.
In the Help Docs area, you can filter by:
- Helpdoc Sites
Filter the report to certain inboxes.
Include only tickets with specific tags. You can choose to:
- Match any - agents can filter
by any tickets with at least
one of the selected tags.
- Match all - in order for a ticket to be
returned, it will need to be tagged with all of the selected
Include tickets from only certain agents.
Run the report based on some or all companies.
Note: The companies filter option in Reports is available on Premium subscriptions and above.
Choose whether to restrict the results to tickets with certain priorities.
Filter the report by ticket status.
Filter the report by ticket source.
Choose to only view certain ticket types.
In the Help Docs area of Reports, you can filter the article results to certain sites.
Note: When generating an export for ticket reports, your filter selections will be reflected in the information that is included.
For more information, see: Saving Filters