How to Create a Report Widget

OVERVIEW

This article describes the steps to create a Report widget in ServiceHub Ticketing App. An example of a Report widget can be "show all tickets only from ITS Client Portal Services".

 

DETAILS

Step 1. Under ITS Tickets, select Report > Report.

 

Step 2. Select Ticket Report.

 

Step 3. Fill in a name and description. In this example, I will create a report to only show tickets only from the Responsible Group, ITS Client Portal Services.

 

Step 4. If you wish, you may customize the columns you want to see for your report. In this example, I choose to keep the default columns.

 

Step 5. Here, you can customize which tickets you wish to see using filter conditions. In this example, I choose to filter only the Responsible Group, ITS Client Portal Services.

 

Step 6. There are additional settings if you wish to configure further down. Once you're done, select Save and Run on the top.

 

Step 7. Notice that your Report will appear on the left side. In this example, I created a Reports Widget for showing tickets only on the ITS Client Portal Tickets.

 

EDIT YOUR REPORT

If you wish to edit a report you created, select Actions > Edit.