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Schedule Export of Tickets for a specific set of accounts

  • 28 April 2021
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Hi,

As a CSM, I handle multiple accounts and I would like to schedule a report on a daily basis for all the unresolved tickets associated with my accounts. Does Freshdesk support this feature?

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Best answer by Keer 28 April 2021, 16:16

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Hello @VaishnaviG, good day! You can tweak the unresolved tickets tab in the Helpdesk ticket volume report in analytics and create a schedule for the report to be sent to you daily. 

 

Helpdesk ticket volume

 You can click on any one of the widget → Click on the three dots to clone the widget → Save the cloned widget

 

Cloning the widget

 Now, aplly filters to the widget to filter only your account’s ticket, add a time period as well, click on Apply. You’d see the data reflecting accoding to the filter’s you’ve set. 

 

Now, save the widget. 

Saving the widget

Now, click on the schedule icon and enter to preferances to schedule the widget. You can choose 

Scheduling the widget

You’d be able to choose one of the following formats

 

Format of scheduled reports

You can read more about unresolved tickets in analytics here and plan specific analytics features here

 

If you have further queries, please write to support@freshdesk.com and we’d be glad to help. 

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