SUPPORTCALLS WITH OUTLOOK
Help Documentation & Guide to SupportCalls System

Summary Reports

Helpdesk summary reports play a vital role in keeping informed managers about recent cases - that were created, worked, overdue or resolved. SupportCalls provides an inbuilt tool that generates reports on support cases based on a specified interval such as today, this week, this month, last month etc. Any fields can be selected for inclusion into the reports and can be saved as a web page or printed for sharing and easy distribution.


 

Select a time period from the drop down list for which a summary report is to be generated.

The following periods are available for selection:

 
Today
Yesterday
This Week
Last Week
This Month
Last Month
This Year
Last Year
Date Range..

The last option 'Date Range..' allows for user selection of start and end date.


Select what to include into the report.

The following sections are available for inclusion into the report:

 
Case Created List all the support cases (both ongoing and resolved) logged into the specified time period.
Case Resolved List all the support cases resolved in the specified time period.
Case Opened List all the ongoing support cases within the specified time period.
Case Worked List all the support cases last worked (modified) within the specified time period.
Cases Due List all the support cases due within the specified time period.

Select which all fields (related to the support case) are to be included into each selected section of the report.

The following fields are available:

 
Case Number Date Created Asset Field3 *
Subject Date Modified Last Asset Field4 *
Problem Category Date Due Asset Field5 *
Problem Type Date Closed Custom Field1 *
Caller Name Technicians Custom Field2 *
Caller Email Status Custom Field3 *
Caller Company Origin Custom Field4 *
Caller Address Author
Caller Phone Time Spent
Caller Mobile Asset Name
Caller Department Asset Field2 *

* - the actual user specified titles will be displayed instead.


The report document area. At the top of the document, the technician/manager name is automatically inserted as well as the time the report was generated. The report can be saved to file (as a HTM web page file) or can be printed.

 

 

 
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