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Ticket Report at set time of day

StevieVee
Member

Hi all,

Is it possible to create a report that is run at a set time of day?

I want a report that shows me number of tickets with a status of NEW at 5pm, reported on a daily basis. The idea being we can see how many service tickets have been left unattended at the end of the day.

Any help is appreciated!

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @StevieVee,

 

So you want to historically see how many tickets were open at 5pm on any given day in a report? Unfortunately, I don't think that's possible.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Hi @StevieVee,

 

Yes, HubSpot has a feature to send you any report or dashboard on a recurring basis, see here: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards#manage-recurring-repo...

 

Let me know if you have any follow-up questions!

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

StevieVee
Member

Thanks Karsten,

I have a weekly recurring email report set up already, what i am trying to achieve is a report on a dashboard that shows the number of tickets on a daily basis but at a set time (~5pm) so we can compare how many tickets are left open at the end of the day over time. Tracking how we are going with the aim to close all tickets by end of day.

A daily email report would give me that, but hoping to have a graph on a dashboard instead.

Cheers!


 

 

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @StevieVee,

 

So you want to historically see how many tickets were open at 5pm on any given day in a report? Unfortunately, I don't think that's possible.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

LFlores3
Member

Do you think this is somthing we can imporve? Do we have an API that can make this for us? 

This is a crucial metric for a lot of businnes. 

0 Upvotes