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Scheduled Reports deliver Saved Searches or Report Writer Reports to select users via email in CSV , Excel , or HTML formats. This allows interested parties to receive and review the most current data without requiring them to log into the...
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The following series of options in the Security section allow you to either enhance or reduce the security of your Issuetrak site. It is important to note that some of these enhancements may reduce the functionality of the browser, causing potential...
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You can create custom links that appear on the left menu. There is no limit to the number of links created, and they may be direct links to any URL you wish.
Adding Custom Links
Steps:
Click the gear icon in the upper righ...
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Administrators can change your site’s Report Writer defaults and settings from the left menu: Reporting > Custom Reports > Settings on the right quick menu.
Format Types specify how data will be displayed. Each field in the Issuetrak sy...
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Created On: 08/02/2018
in Using Issuetrak General Saved Searches are quick and easy reports generated from criteria entered on the Search Issues screen. Once saved, a Saved Search can be run any time with the most current data or delivered at regular intervals to select users via email in CSV, Exce...
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To view the list of Summary Reports, click on Reporting from the left menu > Summary Reports . These are pre-defined system reports based on the features enabled within your site.
The data from these reports cannot be modified or exported...
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The Dashboard is a user-specified display of At-A-Glance statistics regarding open issues. A user must have Dashboard permissions within their Menu Options / Pages Allowed to view the Dashboard. If Issue Classes are enabled, selecting a Cla...
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Created On: 08/02/2018
in Using Issuetrak General Issuetrak has five reporting mechanisms:
Dashboard
The Dashboard presents users with up-to-the-minute statistics on all open issues in your system.
Saved Searches
Saved Searches are quick and easy retrievals of stored...
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User Defined Fields (or UDFs) are custom fields that can be added to Issuetrak by Administrators to allow additional information to be provided in:
Issues
Organization records
User records
Asset Types (if licensed)
Product...
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Issue Classes help to provide structure for capturing and reporting issue-related information. This mechanism allows users to select which Class of issues they want to see on their Dashboard, which makes it easier to change their overall view of ope...