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    Reports

    Can reports be scheduled to run on a timed schedule?

    Yes, reports can be scheduled to be run daily, weekly or monthly at the selected time.


    How can scheduled reports be auto-emailed to recipients in say a PDF form?

    Reports can be scheduled to be sent out to multiple people in PDF,CSV or XLS format by selecting the schedule option after saving a custom report created.



    Is it possible to create a report that shows sub-category & item?

    Yes, you can go to Report->New Ticket Reports. Freshservice allows you to add ticket fields as additional columns to the report’s tabular data. You can select Category, subcategory and Items from the list of supported fields. But paragraph fields cannot be added into Reports.



    From which plan is scheduled reporting available?

    Scheduling is available from Garden and only for custom reports. 

    How to get a report with the exact time taken to resolve an incident?

    You can do that by navigating to Reports>New report, selecting the filters ‘Ticket Type is Incident’ and ‘Resolution time in BHRS equals X’. 




    How to create a report with filter by Location?
    1. The requester location can be filtered out by creating a new custom report from Reports>New reports and selecting the filter requester location. 


    How often do the reports get updated data?

    Depending on the type of report being generated (i.e., Default, custom or Analytics) the data sync interval is different. For Default reports, the sync would happen every 24 hours. For Custom reports, time interval is 4 hours and for analytics, it would happen every 30 minutes.


    How is the Average First response time calculated in reports?

    The average first response time is calculated based on the time taken for the very first response to be sent by an Agent to a requester.
    Note: When you add a private note to a ticket since it is not visible to the requester,  it is not considered a first response.

    How is the Average response time calculated in reports?

    Average response time is calculated as the average time taken by an agent to respond to a requester. This takes into consideration all agent-requester correspondence in the given period and not just the first response

    How is the Average resolution time calculated in reports?

    Average resolution time is the total time taken to resolve tickets during the selected time period divided by the number of tickets resolved in the selected time period.

    How to generate a report on billable work done by an agent?

    The default Time Sheet report will help you in calculating the billable hours worked by an agent. You can filter out the agent under edit and you also have the option to group by company, date, agent, group or name.

    How to get the ticket property fields data from a report?

    You can construct report filters using default/custom ticket fields. Freshservice also allows you to add ticket fields as additional columns to the report’s tabular data. You can view the list of supported fields by clicking on ‘Add fields’.



    How to get a report of overall trending in my helpdesk?

    You can use the default report, Helpdesk At A Glance. This report shows you a quick overview of the core metrics in your support and gives you a good idea of the overall trend in your ServiceDesk. 


     

    How do I go about including the serial number of assets in the report?

    Create a new asset report. Since ‘Serial Number’ is only present for ‘Hardware’ assets, you must filter by ‘Asset type is Hardware’ (or one of its child types) to get the serial number data.

    How to show all the assets that are not used by a user?

    Create a new Asset report and have “All Assets” selected under Asset type and then select the filter ‘Used by is none’.

    How to export all of the customer satisfaction histories for an agent?

    The Customer Satisfaction Report can be used to view a larger span of time using the Date Range option. In addition to this, you could create a Custom Report to get the data on the basis of a Specific Agent.

    How to select multiple groups when creating a custom report?
    1. You can select the filter, groups “includes” and have multiple groups set there.



    How to get a report of the softwares in the asset?

    It is not possible to generate a report of softwares in the asset. 

    How to get a report that shows the current state of the asset?

    Create a new asset report. Only Hardware and its child asset types have the ‘Asset state’ property. Therefore, filter by the appropriate asset type. ‘Asset state’ should now be available in the report filters. Use this to get the required data.

    How is the Number of Reopens calculated?

    ‘Number of Reopens’ is a metric used to indicate the number of times a resolved or closed ticket has been reopened. (Ticket Status changed back from Resolved/Closed to Open).

    How to pull reports of service requests that came in?

    You can use the report filter ‘Ticket type' is 'Service Request’ when creating a New report. 

    What is the date range available for default and custom reports?

    For default reports, it is from 2013-present. For custom reports it is from 2010-2023 

    Why do I see the number of resolved tickets more than received in a report?

    When a date range is selected, any ticket resolved in the date range will show up which is why sometimes, the count of resolved tickets appears to be more than received.

    What is the difference between Average Customer Interactions and Average Agent Interactions?

    The average number of interactions an agent requires to resolve the tickets is a measure of how well the agent knows the product or service, and how good he is at communicating that to the customer. The average number of customer interactions for a particular customer’s tickets show whether the customer is a new user or a power user, or if she is a supportive/happy customer or a problematic/unhappy customer.


    Tip - Ideally, you should have fewer agent and customer interactions on each ticket.


    Does the response time in the ticket include weekends?

    The report calculates the response time based on the Business hours of your servicedesk.

    What does the red and green arrow in the default reports signify and how is the percentile calculated?

    The green and red arrows indicate the rise and fall of metrics in the current time range compared to the same duration in the past.

    How to find the first response status of a ticket for which there is no first response given?

    You can use the first response escalated filter under Reports>New reports. 



    How to run report on Top 10 tickets with the oldest updates?

    Create a custom report with the appropriate filters selected to match your requirements. Add ‘Last Updated Time’ as a column in the report’s tabular data by using the ‘Add fields’ option.

    How to get all the reports of the Tickets who have breached the Service deadline?

    Create a New report and filter by ‘Resolutions status is SLA VIOLATED’ to get a report of all closed/resolved tickets whose SLA’s have breached.



    Is it possible to filter a report by OS version?

    We can populate a report based on the OS present in an asset of type Desktop/Laptop/Computer. Create a Custom Report with the asset type set to one of the above. OS should now be available as a report filter and you can use it to generate the required report.

    How are backlog tickets in the reports calculated?

    This is a count of all tickets in your servicedesk that are currently not in resolved/closed status. 

    Who would have access to reports?

    Reports would be visible for all agents with the associated default agent role as Supervisor and above. Should your plan have custom agent roles, an agent who has been given the necessary privileges in the ‘Reports’ tab under ‘Roles->Permissions and Scope’ should have access.

    Why is there a difference between the ticket count taken in export and the report?

    The export of the ticket count will include all the merged tickets while the reports don’t include them.

    What tickets are taken into account for the count of Resolved Tickets in reports?

    All the Resolved and Closed Tickets will be taken into account when calculating Resolved Tickets. 

    How do you calculate Resolution SLA%?

    Resolution SLA% is the Number of tickets resolved within the SLA as a percentage of the total number of tickets resolved during the selected time period.

    Are there any limitations in the drill-down option for the Reports?

    A maximum of 4 additional filters(fields) can be applied in each report.

    Can report be generated for every custom fields created in an asset?

    Unfortunately, the custom fields cannot be reported in reports. But the same can be achieved in Analytics. First, you will have to select the asset type and the custom fields pertaining to those fields will be listed.



        

        

    In reports, under tickets by source, how does the phone, portal and email is identified if I change the source manually on some tickets?

    Once you make the source change on some tickets this change will be reflected after the report sync time. For example, If you have a ticket #1 and you have changed its source from Email to portal then once the report sync time is crossed the ticket #1 will be under portal tickets count instead of Email.

    How do you calculate FCR%?

    FCR% (First contact resolution %) is the percentage of tickets that were resolved after the initial contact was made by the customer. This means that the customer interaction must be 0 for resolved tickets, irrespective of the number of responses sent by the agent. The initial description of the ticket will not be considered as a customer's response.


    FCR% = % of Number of tickets resolved after the first contact made by the customer divided by the total number of tickets resolved in the selected time period.

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