Company Tickets Volume Report

Hey all,

I am looking to create a report that shows a list of

Company Ticket Volume based on a List of past 12 months

Company Name. | Oct 23 | Nov 23 | Dec23 | Jar24 …

company1 > #Tickets | #Tickets | #Tickets | #Tickets

company2 > #Tickets | #Tickets | #Tickets | #Tickets

company3 > #Tickets | #Tickets | #Tickets | #Tickets

company4 > #Tickets | #Tickets | #Tickets | #Tickets

Not sure what is the best way to track the volume of tickets per client.

Thanks for the help

Hi @JoshVe,

In the custom report builder (Create reports with the custom report builder), you would use companies as primary data source, tickets as added source and then set up the report as shown below:

Adjust the date range to your liking:

Best regards!

Thanks, @karstenkoehler the only thing i am not finding is companies number of associaed tickets. I assume they should be under Companies Data Sources, any idea on that?

@JoshVe my bad, that’s a custom calculation property: Create calculation and rollup properties

Hey @karstenkoehler i followed the insturction for creating cutom calculation. not sure if it’s “ticket information” or “ticket activity” under the group by i tried both, including waiting couple of minutes and refreshing, it’s still not showing in the filter options, under companies > Number of Associated Tickets

Do i need to publish this somewhere?

@JoshVe did you create “Number of associated tickets” on the company object? (That’s where it should go.)

Hey @karstenkoehler again.

1. Your right i created this in tickets not in property, so i created a new one.

2. For some reason it says theres too much data, i tried to reduce the timeframe for the last 30 days, now i see i get collumns from Juli 2021, so i guess the problem is there? or maybe to the chart type " is set to pivot "

@JoshVe pivot is a must for the visualization you’re looking for. However, the 30 day create date filter doesn’t seem to be reflected yet. Can you save and re-open the report?

i tried, i think or it’s calculating the right type of data or something else is wrong here.

As we should have few hundreds of tickets, also i only need the past 365 days with a monthly view to see which clients open more tickets on a monthly basis.

But thanks, anyway

@JoshVe I just got this to work for a client yesterday - this should be working. I’d recommend checking again tomorrow and potentially troubleshooting with HubSpot support :slightly_smiling_face: