KB

Sign In

Reporting & Analytics




Reporting & Report Scheduling
OneDesk ships with some pre-set report templates. These let you quickly generate reports on tickets, tasks, projects, timesheets, and invoices with just a few clicks. However OneDesk also lets you...
Work Audit: Tracking User Activity
OneDesk lets you audit work with access to a full-trail transparent history of events and changes in you account. Get visibility to ticket, task, or projects updates, external and internal...
View Exporting: Exporting Data
OneDesk allows you to export data in CSV. Aside from the built-in reports and charts in OneDesk, exporting can be useful for performing data analysis. You can export data in Tree or Flat view from...
Custom Chart Dashboard
OneDesk allows you to view a dashboard of graphs and charts that display data about tickets, tasks, projects, customer satisfaction, and more. This data can be found in your analytics application,...
Reporting: How to Create Specific Reports in OneDesk
OneDesk’s reporting tool is a versatile way to present data relating to your business. There are many templates which exist by default in OneDesk, but if you have specific needs you can create and...
Industry Specific Chart Dashboards
The analytics dashboard in OneDesk can be used to quickly view performance indicators and relevant charts for your organization. This dashboard can be configured to easily show the charts and date...
Examples of Custom Chart Dashboards
A variety of charts are found within the Analytics application in OneDesk. By default, charts are grouped together into “Chart Series”. You can easily add charts of your choosing to create a...
Recent Activities Indicator: Track Changes to Your Items
When using OneDesk, a quick way of seeing if there has been changes to an item you have worked on is the recent activity marker. This marker is a green heartbeat icon in your grid view, which...
Resource Allocation
With OneDesk’s resource allocation and analysis tools, you’re able to quickly assess where and when to assign work to ensure you’re using your resources to their fullest potential. Optimize work...
Analyzing Ticket Metrics
OneDesk provides many ways to analyze your customer support and ticket metrics. There are three main locations you can find metrics: Above the grid of your applications, referred to as mini charts....
All Activities
The Activities app in OneDesk serves as a history of actions performed in your account. The activities app is located under, More Applications > Analytics > Activities tab. Here you can see changes...