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Topics started by DougHillRosettaHealth

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DougHillRosettaHealth
Apprentice
DougHillRosettaHealthApprentice
asked in Analytics, Reports & Dashboards

Create and send custom customer reports

Need to create a simple customer report listing all ‘not closed’ tickets for a customer (company) and schedule an automate generation/email of report to individuals in a customer.Just got off a call with support and identified the following options, but not workable solutions for us:Send a standard report to a client .. wrong information. Customer needs a simple list of unresolved tickets, not trends. Create a custom report, have this sent to an agent. Agent then would have to download the report and send it to the customer. Report is actual what we need, but we are not looking to add step to my teams workflows. This is the job for a system, but a human. Create an report in analytics (dashboard) and schedule it to be sent to a client .. there are no ‘list’ widgets, so can’t generate this simple list.From my vantage, the fundamental problem is reports/analytics are targeted at help desk management, not customer reporting. They do a nice job of this. Trying to get a customer report autom

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alyssia.correa
Community Manager
1 year ago

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