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 ticket-related 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
Note: When generating an export for ticket
reports, your filter selections will be
reflected in the information that is
included.
In the Help
Docs area, you can filter by:
- Help Doc 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.
Agents
Include
tickets from only certain agents.
Archived agents
Include or exclude archived agents from your reports.
Companies
Run the
report based on some or all companies.
Note: The companies filter option
in Reports is available on Premium
subscriptions and above.
Priorities
Choose
whether to restrict the results to tickets
with certain priorities.
Statuses
Filter the
report by ticket status.
Sources
Filter the
report by ticket source.
Types
Choose to
only view certain ticket types.
Help Doc
Sites
In the Help
Docs area of Reports, you can filter the
article results to certain sites.
For more information, see: Saving Filters