Within Teamwork Desk, you can use the filters pane to create custom reports.



In each section within Reports (excluding Help Docs), you can filter the data by:

  • Inboxes
  • Tags
  • Agents
  • Companies
  • Priority
  • Status
  • Source
  • Type

In the Help Docs area, you can filter by:

  • Helpdoc Sites

Inboxes

Filter the report to certain inboxes.



Tags

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 tags.
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Agents

Include tickets from only certain agents.



Companies

Run the report based on some or all companies.




Priority

Choose whether to restrict the results to tickets with certain priorities.


Status

Filter the report by ticket status.



Source

Filter the report by ticket source.



Type

Choose to only view certain ticket types.



Help Docs Site

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