Let’s talk Modern EX - A Virtual Agent Deep Dive [Webinar Series]
Hi I want to generate a tabular report to show custom fields I have added in my Service Request.
Can some one guide me with the process.
Hope you’re doing well and staying safe!
We would be able to pull in the “Custom fields” for a specific Service Item in Analytics Report by navigating as mentioned below:
Step 1 : Please click on “Analytics” → New Report → Give a Name for the Report
Step 2: In the whiteboard, select the “Templates” tab and drag and drop any widget. After this, select the “Edit” icon to navigate inside the widget.
Step 3 : Please click on the “Filter” Tab. You will find a default filter applied named “Created in the last 30 Days” . You can choose to modify this according to your requirement. Once done, you need to add the 2 additional filters by clicking on “+ Filter” and adding the below -
Type - is - Service Request
ServiceItem - is - (your specific item)
Step 4 : After applying the filters, you will find “Graphical Data” and “Underlying Data” . Expand the underlying data wherein you need to select the columns of the filtered Service Item.
Step 5 : You can give a name to this widget and then save it at the top left of the screen.
This does not show me custom fields in Service Item form which was filled to capture the requirements from the user.
I am okay to have a remote session with you anytime you are available.
We've created a ticket for this to have this taken up internally. Here's the ticket ID for your reference : https://support.freshdesk.com/a/tickets/6732055
We'll get in touch with you on the ticket for further troubleshooting.
Have a nice weekend! :)
Hope we were able to answer all your issues and questions you had put forth to us in the best way possible.
Please feel free to reach out to us in case you face any further hiccups and we’d be glad to help!
Would it be possible to share how this was done as we’re looking to do the same thing?
(unfortunately when i click on the link above it doesn’t take me to the ticket so i can’t see if/how it was resolved)
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