HappyFox Service Desk reports now support filter conditions, helping you narrow down your report data based on specific parameters. This allows for more focused analysis and decision-making.
Accessing Filters in Reports:
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Go to the Reports module from the main menu.
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Choose the report you want to view (e.g., Inflow, Distribution, Canned Action).
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Click on the "Filter" button available at the top of the report.
Adding a Filter:
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In the filter panel, click "Create New Filter".
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In Match All or Match Any, choose a field (e.g., Category, Status, Assignee)
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Select an appropriate condition (e.g., equals, contains).
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Enter or select a value for the condition.
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Click "Add" to filter the data
Saving and Reusing Filters:
You can save your filter setup for future use:
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After setting the desired filters, click "Save Filter".
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Provide a filter name.
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Access saved filters quickly next time you open the report.
Filter Behavior:
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Once a ticket filter is applied to a report, only the tickets that satisfy the filter conditions will be considered when computing the report statistics.
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Filters use AND logic, meaning all conditions must be met for a ticket to be included.
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The selected filters and categories will be persisted across all reports until manually changed.
Note: A maximum of 15 filter conditions can be applied at a time.