In this session, we’ll explore the many reporting options available in Issuetrak. You’ll learn how to create custom reports and schedule them for automatic delivery. We’ll also review built-in features like the Dashboard and Summary Reports, which help visualize trends and key metrics to support informed decision-making and excellent service.
Reporting
Key Takeaways
After this session, you should be able to:
- Create customized reports
- Schedule reports
- Personalize the Dashboard Configuration
Additional Information:
- Custom Productivity Reports
- Setting Report Writer Defaults
- How does Issuetrak define Report Permissions
How-To Videos
To see a demonstration of how to create and run a Custom Report, click the Continue button to start the presentation below.
To see a demonstration of how to create a Saved Search, click the Continue button to start the presentation below.
To see a demonstration of how to run a Summary Report, click the Continue button to start the presentation below.
To see a demonstration of how to create a Scheduled Report, click the Continue button to start the presentation below.
To see a demonstration of how to configure your Dashboard, click the Continue button to start the presentation below.
To see a demonstration of how to use the Issue Hub, click the Continue button to start the presentation below.
