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Home > HappyFox Service Desk > Knowledge Management > Add Filters to Service Desk Reports
Add Filters to Service Desk Reports
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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:

  • Go to the Reports module from the main menu.

  • Choose the report you want to view (e.g., Inflow, Distribution, Canned Action).

  • Click on the "Filter" button available at the top of the report.

Adding a Filter:

  • In the filter panel, click "Create New Filter".

  • In Match All or Match Any, choose a field (e.g., Category, Status, Assignee)

  • Select an appropriate condition (e.g., equals, contains).

  • Enter or select a value for the condition.

  • Click "Add" to filter the data.

Saving and Reusing Filters:

You can save your filter setup for future use:

  • After setting the desired filters, click "Save Filter".

  • Provide a filter name.

  • Access saved filters quickly next time you open the report.

Filter Behavior:

  • 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.

  • Filters use AND logic, meaning all conditions must be met for a ticket to be included.

  • 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.

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