topic Re: Service Hub / Help Desk Reporting in Tickets & Conversations

Service Hub / Help Desk Reporting

MWolfe2 — Tue, 18 Jun 2024 18:34:14 GMT

I'm desperate for help to create a custom report that will show me how much time I'm spending (by company) on service tickets.

I "think" the way to break it down would be:

By Customer

By Ticket (total time to close) and if that could break down even further to show me total time by status that would be perfect.

I'm not sure how to set a period of time on this time of report. For example - if I wanted to run the report for the month of May ... to capture time spent in May .... but maybe the ticket was created in April and maybe still open at the end of May?

Any help would be greatly appreciated!

Re: Service Hub / Help Desk Reporting

MWolfe2 — Tue, 18 Jun 2024 18:53:34 GMT

The following report seems close to what I'm looking for - I just can't figure out how to incorporate the BY COMPANY element in the report. Also - the report displays "average time by status" I would need "Total time by status"

In Reports - Analytics Suites - Service - Time in ticket pipleline status

Re: Service Hub / Help Desk Reporting

RSchweighart — Sun, 07 Jul 2024 20:45:06 GMT

Hi @MWolfe2,

Try using the Custom Report Builder option to connect multiple data sources. GIF below shows how to do so. Please let me know if you have any issues building your report after incorporating company information.

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier.