Hi all, I am trying to create a report which shows all tickets closed by specific users (ie a team), BUT, I want it to be across all pipelines. I want to see who last changed the status to closed. I don't want to see who was the ticket own read more
Hi @DNeal32 ,
The bigger issue with 'Updated by User ID' is that this will also continue to update after the ticket was closed. A bulk update ...read more
Is there a way to suppress zero values in reporting? 1) I have a pivot where I would prefer to have blanks instead of zeros. 2) I have a chart of status by pipeline where not all statuses apply to each pipeline. I'd like to be able to read more
Hi @Probley ,
Thank you for reaching out to the Community!
I did some testing in my account and I can confirm that this is expected behaviou...read more
I am trying to make a pivot report to show tickets by status and pipeline, but the status columns are duplicated for each pipeline. How can I combine them in a single column?
Hi! We are using an HS-premade report for our onboarding KPIs that measure the time to close for each ticket . The report seems to be based on the create date, but I was wondering if there was any way to display the closed date instead? read more
Some background: I work for a hard money lender, and we are looking to track the # of paid off loans to the # of tickets submitted for payoffs. Ideally keeping the report simple similar to this example data I made up. What I've tried so far read more
Hi Eveyone, I was trying to find the number of tickets that have an associated deal attached to it (essencially serves as a KPI for my company's support team via monthy and quarterly periods). I used the following method for reporting: Data read more
Hi @Howie50 Please do the following to get accurate reports. 1) Data Source Deal (Primary) + Ticket ( you can exchange between both the data so...read more