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Report by customer

Related products:Freshdesk
  • November 13, 2019
  • 5 replies
  • 15 views

Hi. We are on the free sprout plan because there are only two of us. We are looking for a report that we can generate that is a summary of the tickets we have resolved for each client over a quarter. Is there any way to generate this on our current plan? 


I suspect the answer is to upgrade but thats not an option for us.


Thanks

5 replies

Forum|alt.badge.img+7

Why not simply download the ticket information in Excel and make any reports you need based on a variety of ticket fields? That is what we do to analyse the data much better. And I think it is also available in Sprout.


  • Author
  • Contributor
  • November 13, 2019

Thanks but analytics only gives me effort and performance. Nothing that I can use to sort by customer. Also, the only option is to have it emailed as a PDF


Forum|alt.badge.img+7

Doesn't sound as if we are talking about the same thing. If you go to the list of tickets, and select "all tickets" with an appropriate date range, then there is a button Export, with a choice csv or Excel. You can indicate which fields you want, including fields from the contact and company. Make sure you select the same date range on this screen and you will receive a link in your mailbox to the file. It is not pdf, and gives a large number of fields, more than just effort and performance. That is what I use to analyse the tickets we receive.  


  • Author
  • Contributor
  • November 13, 2019
Thanks for the explanation. I get it now. All good Pete

suprabha.somanathan
Community Debut

Anytime, Peter!