💡 Purpose
This provides guidance on how to use the Fetch app's reporting features. It explains how to manually generate customized reports on ticket management activity, detailing the various parameters that can be set to filter the data. These reports are sent via email as .csv file attachments.
📍 Navigation
In the menu, simply go to Ticket Management. Click the More button just beside the Create Ticket button. From there you will see an option for Manual Export or Automated Export.
Manual Exports
You can generate any custom reports of ticket management activity at any time via the manual export in the More button.
Create the perfect Report:
- Select any date range
- Add any email addresses you would like to receive the report
- Which types of tickets to include
- Ticket status (open/closed)
- Filter by department
- Filter by source
- Filter by staff
- Filter by category
When you click “Email Report”, it will generate an email report of any tickets that meet the criteria you have selected. It typically takes less than 5 seconds before you’ll see it in your inbox as a .csv file attached to an email.
Automated Reporting (“Daily Digests”)
You can create automated daily versions of these exports that send at custom times, with custom content, to custom distribution lists. We call these “daily digests”.
To access these, click the cloud icon in the More button next to the Create Ticket button.
You can create new daily digests under the “Create” tab, or track and manage all of your existing ones in the same tab.
