I apologize if this has been covered but we are looking to create a report showing which employees utilize the resources of a given service pipeline (in this case; Service Tickets of Marketing Requests).
I attempted to sort the incoming request by "Associated Contacts" but that doesnt appear to be an option - any insight would be very appreciated
Mar 28, 20236:53 AM - edited Mar 28, 20237:25 AM
Top Contributor | Partner
Creating report of internal ticket usage by user?
SOLVE
Hi @fstjohn , I believe here emplyoee you are reffering to is "ticket owner", if it is so then there are two ways of doing it - In main fliter specify the "ticket owner" - And in data filter use pipeline and count of ticket ( It will show us the number of tickets are assigned in a pipeline)
- Adding the snapshots of the same.
Other way out is as below -In main filter specify the pipeline -In visualization section - use Ticket owber vs count of contacts
thank you so much for taking the time to help! In our case, since its an internal pipeline (where dozens of sales reps can make requests of 2 or 3 members of the marketing team) both sides are employees. And the goal isnt so much to reveal who is fielding the tickets as owners, but making requests and using marketing's resources - and the only field I see for that is "Associated Contacts"
Mar 28, 20236:53 AM - edited Mar 28, 20237:25 AM
Top Contributor | Partner
Creating report of internal ticket usage by user?
SOLVE
Hi @fstjohn , I believe here emplyoee you are reffering to is "ticket owner", if it is so then there are two ways of doing it - In main fliter specify the "ticket owner" - And in data filter use pipeline and count of ticket ( It will show us the number of tickets are assigned in a pipeline)
- Adding the snapshots of the same.
Other way out is as below -In main filter specify the pipeline -In visualization section - use Ticket owber vs count of contacts