How to View & Analyze the Ticket Summary Report for Company & Contacts

Learn how to access the Company & Contacts Ticket Summary to analyze tickets associated with specific companies and their contacts.

Here's what the report will look like:

Benefits of accessing the Company & Contacts Ticket Summary:

1. Comprehensive Insights: Easily track and analyze the ticket history of each company and its contacts.
2. Enhanced Management: Improve customer support by understanding trends and addressing recurring issues.

To access the ticket summary:

1. Access the Reports Section:

   • Navigate to the Reports section from the dashboard.
     
     
      

2. View Ticket Summary:

   • Choose the "Company & Contacts" report option.
     
     
      

3. Analyze the Report

   • Check the graph to get an overview of the number of tickets from contacts. You can filter the data based on companies and contacts. Additionally, you can view data from your preferred date range.
     
     
      
   • Analyze the tabular data comprising contact data, subject line, associated inbox, assignee, date, and the "View" button to access the specific ticket directly.
     
     
      

4. Download Report:

   • Click the Download icon to save a copy on your local storage for further analysis.
     
     
      

5. Review and Analyze:

   • Review the ticket summary for insights into ticket volume and other key metrics.

And that's it! If you encounter any issues or have any questions, don't hesitate to reach out to our support team.