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Solved
Probley on November 15, 2023
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
0 upvote
2 Replies
Accepted Solution
Community Manager
November 16, 2023 07:41
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
Solved
Probley on November 10, 2023
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?
0 upvote
2 Replies
Accepted Solution
Contributor
November 14, 2023 11:31
Thanks @Ben_M ! I was able to get it working. For anyone interested, I created a "Ticket Status (Reporting)" property on tickets and cr...read more
Solved
MLatulippe on June 21, 2023
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
1 upvote
3 Replies
Accepted Solution
Top Contributor | Diamond Partner
June 26, 2023 04:09
Hello @MLatulippe , Please follow the screenshot below for the correct setup. .1 Create a Custom Ticket Report .2...read more
katiebroyles on January 12, 2023
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
Community Manager
January 17, 2023 07:20
Hi @katiebroyles , Thank you for reaching out to the Community! I would like to invite our experts to this conversation to see if they h...read more
Solved
Howie50 on September 29, 2022
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
1 upvote
2 Replies
Accepted Solution
Guide | Partner
September 30, 2022 03:41
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
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