Create a Custom Report

Available on all plans

This article covers HappyFox Help Desk Classic Reports. Classic Reports let you build custom views of your ticket data by combining conditions, then share those views with specific agents or roles.

​​Before you begin​Only the Account Administrator and agents with Reports access can create and manage Classic Reports.

Create a custom report

1. Go to Reports in the left sidebar and select Classic Reports.
   
2. Click New Report.
3. Enter a Name and Description for the report.
4. Under Data Source, set the conditions that define which tickets appear in the report. Use Match all of these conditions to require every condition to be true, or Match any of these conditions to include tickets that meet at least one. Click Add another condition to add more.
5. Under Associate Agents, select the roles or individual agents who should have access to this report. You must include yourself, or the report will not appear in your view.
6. Click Create and View to save the report and open it immediately.

​​Important​Always add yourself under Associate Agents when creating a report. If you are not associated, the report will not be visible to you after it is created.

View a created report

After clicking Create and View, the report opens immediately. To understand what each section of a Classic Report shows, see HappyFox Reports Explained.

To return to a report later, go to Reports in the left sidebar, select Classic Reports, and choose the report from the list.

Edit or delete a report

1. Go to Reports in the left sidebar, select Classic Reports, then click All Reports.
   
2. Hover over the report you want to change.
3. Click edit to update the report's name, description, conditions, or access, or click delete to remove it permanently.

Continue reading

HappyFox Reports Explained› Reports: Satisfaction Survey› Reports: Performance› Reports: Smart Rules› Reports: Distribution› Reports: Agent Activity›