Tips, Tricks & Best Practices

BBrown9
Participant

report to show open tickets per company

SOLVE

Hello,

 

how can I create a report to show open tickets per company? 

 

e.g. company x has 5 open, company y has 4 open

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

report to show open tickets per company

SOLVE

Hi @BBrown9,

 

This is hard to troubleshoot without being able to access your portal. However, if you think the data are being displayed correctly, you could reach out to HubSpot customer support to investigate.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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BBrown9
Participant

report to show open tickets per company

SOLVE

I have set it up like you said but the count of tickets doesn't add up, 33 is the total.

BBrown9_0-1645430309971.png

 

 

I have also got 32 tickets with no company name but when I go onto them they have a company.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

report to show open tickets per company

SOLVE

Hi @BBrown9,

 

This is hard to troubleshoot without being able to access your portal. However, if you think the data are being displayed correctly, you could reach out to HubSpot customer support to investigate.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

report to show open tickets per company

SOLVE

Hi @BBrown9,

 

Navigate to Menu > Reports > Reports > Create custom report > Custom Report Builder and select Companies and Tickets as sources.

 

Then, set up your Configure tab as follows:

 

karstenkoehler_0-1645209376084.png

 

 

Your Filter tab should look like this:

 

karstenkoehler_1-1645209387321.png

 

 

You can of course pick another visualization than table but I think it's suitable here. You can sort the table via the top left:

 

karstenkoehler_2-1645209426006.png

 

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

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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NatHiggins
Participant

report to show open tickets per company

SOLVE

Did you set Companies or Tickets as the primary source here? I'm asking because what is set as the primary source will change the data available and how it's displayed.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

report to show open tickets per company

SOLVE

Hi @NatHiggins,

 

For the purpose of this report, it doesn't make a difference. A ticket-based report will also show ticket not assigned to a company (Company name = No value), while a company-based report will show all companies where the Ticket count is 0. Both can be excluded via the report filters for more clarity.

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes