Tips, Tricks & Best Practices

JoshVe
Participant

Company Tickets Volume Report

SOLVE

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

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

Company Tickets Volume Report

SOLVE

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

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Company Tickets Volume Report

SOLVE

Hi @JoshVe,

 

In the custom report builder (https://knowledge.hubspot.com/reports/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:

 

karstenkoehler_2-1709114237959.png

 

 

Adjust the date range to your liking:

 

karstenkoehler_1-1709114184370.png

 

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.

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JoshVe
Participant

Company Tickets Volume Report

SOLVE

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?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Company Tickets Volume Report

SOLVE

@JoshVe my bad, that's a custom calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties

 

karstenkoehler_0-1709115875489.png

 

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.

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JoshVe
Participant

Company Tickets Volume Report

SOLVE

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?

Screenshot 2024-02-28 at 13.06.00.png

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

Company Tickets Volume Report

SOLVE

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

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.

0 Upvotes
JoshVe
Participant

Company Tickets Volume Report

SOLVE

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 "

 

Screenshot 2024-02-28 at 13.49.23.png

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Company Tickets Volume Report

SOLVE

@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?

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.

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JoshVe
Participant

Company Tickets Volume Report

SOLVE

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

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Company Tickets Volume Report

SOLVE

@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 🙂

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.

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