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Creating a new Dashboard, using analytic report information

  • November 22, 2024
  • 5 replies
  • 100 views
J
Apprentice
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Hiya,

I need some help around Dashboards, please. I want to create a new dashboard where the widget can point to a report/reports I have created. 

I have the following reports that I want to use on the dashboard

  • Report that shows tickets that have not been responded to where 1 hour has passed
  • Report that shows all current outstanding tickets (with specific filters around status)
  • Report that shows all tickets over 30 days old

When I create the dashboard and add a widget, all I get are the inbuilt choices, nothing seems to point to using a report as the data, or to have the same analytic choices/filters to display the above report info.

Can anyone kindly point me the right way on how to achieve this, please?

Thanks

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    5 replies

    RobCrossHM
    Skilled Expert
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    • RobCrossHM
    • Skilled Expert
    • 98 replies
    • November 22, 2024

    Hi John

    Dashboards link to views that you’ve created not other reports

     

    If I were in your shoes, I’d be creating an analytics report to display the information that you need.

    I'm an experienced FreshDesk Admin, but I don't work for FreshWorks
    J
    1 person likes this
    • J
      JohnPainter
    J
    Apprentice
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    • JohnPainter
    • Author
    • Apprentice
    • 2 replies
    • November 22, 2024

    ​@RobCrossHM thanks for the reply. I have a report already created so I guess sharing that with the team is the best way then. 

    Shame as other ITSM tools you can point a dashboard at a report data, and use that as the widget (Halo for example).

    Cheers!

    RobCrossHM
    Skilled Expert
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    • RobCrossHM
    • Skilled Expert
    • 98 replies
    • November 22, 2024

    Forgive me, if you’ve already created the report you need then why do you want to create a dashboard to show the same information?

    I'm an experienced FreshDesk Admin, but I don't work for FreshWorks
    RobCrossHM
    Skilled Expert
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    • RobCrossHM
    • Skilled Expert
    • 98 replies
    • November 22, 2024

    Also, looking at your profile, you’re using FreshService, but you’ve posted in a FreshDesk group, so my answer might not be valid for FreshService

    I'm an experienced FreshDesk Admin, but I don't work for FreshWorks
    mahendarsingh
    Community Manager
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    • mahendarsinghCommunity Manager
    • Community Manager
    • 97 replies
    • November 25, 2024

    Hi ​@JohnPainter 

    I hope you are doing well ​@RobCrossHM has rightly pointed this, you can raise your queries on https://community.freshworks.com/using-freshservice-11329

    Thank you

    Mahendar, Freshworks Community || Learn something new today, get recognized for your contributions, stay on top of product updates and build meaningful connections in our Freshdesk community. Fresh ideas, quality service :)
    Amrit Mishra
    RobCrossHM
    2 people like this
    • Amrit Mishra
      Amrit Mishra
    • RobCrossHM
      RobCrossHM

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