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.

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

  • Subject
  • Inboxes
  • Agents
  • Tags
  • Companies
    • Note: The companies filter option in Reports is available on Premium subscriptions and above.
  • Statuses
  • Priorities
  • Sources
  • Types

In the Help Docs area, you can filter by:

  • Helpdoc Sites

Inboxes

Filter the report to certain inboxes.

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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.

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Companies

Run the report based on some or all companies.

Note: The companies filter option in Reports is available on Premium subscriptions and above.

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Priorities

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

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Statuses

Filter the report by ticket status.

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Sources

Filter the report by ticket source.

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Types

Choose to only view certain ticket types.

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Helpdoc Sites

In the Help Docs area of Reports, you can filter the article results to certain sites.

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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