Add an SLA Report

 

To add an SLA report:

 

1.      Open the View Report Types page.

2.      Under SLA Report in the View Report Types page, click Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase.

3.      View SLA Reports page opens, as shown in the Figure 7-8-1. This page will show you the SLA report name with a brief description about it. It will also show you the date and time of the creation and modification of the SLA report. The author's (representative) name, who created the report, will also be mentioned.

 

Note: You can view the Trash Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase in View SLA Reports page, only if there is a deleted SLA report(s). You can also view details about an SLA report by clicking Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase in the View SLA Reports page.

                                                                                     

Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase

Figure 7-8-1: View SLA Reports

 

4.      Click Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase to open Add/Modify the SLA Report page. Enter the information in the required fields, as shown in the Figure 7-8-2.

 

Required Fields
Field
Description

Report Name

Name for the SLA report.

Duration Criteria

Specify the time duration for which the SLA report is being generated on the basis of Ticket Creation Date or Last Ticket Modification Date.

 

Note: Ticket Creation Date is the date when the ticket was generated whereas Last Ticket Modification Date is the date when the ticket was last modified.

 

5.      You can also add information in the optional fields:

 

Optional Fields
Field
Description

Report Description

Brief description of the report.

Allow Deletion

Check the box to allow deletion of a report at a later date.

Report Criteria

Select the name of the clients to be displayed in the Business Report [Outside SLA] page.

 

Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase

Figure 7-8-2: Add/Modify SLA Report

 

Note: If you don’t select clients under the report criteria, the SLA report will be displayed on the basis of System. To select the name of the client under the report criteria, click Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase. Select Clients box pops-up. Click on the name of the clients and click Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase. You can also select multiple clients by pressing the control key, as shown in the Figure 7-8-3.

 

You can also filter the clients by the alphabet.

 

Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase

Figure 7-8-3:Select Clients

 

6.      Click Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase to add an SLA report and Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase to add and open the Business Report [Outside SLA] page. This page will show you the SLA violation report of the selected clients, if any, within specified time duration, as shown in the Figure 7-8-4.

 

Note: Click Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase to print the page or Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase to export this page to Excel. 

 

Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase

Figure 7-8-4:Business Report [Outside SLA]

 

Example: At times, you may need to create an SLA report to track the client SLA violations. To do so, enter an SLA Report Name, and specify the time duration for which the SLA report is being generated on the basis of Ticket Creation Date or Last Ticket Modification Date, as shown in the Figure 7-8-2. You can also enter information under description and select the clients for whom you want to view the SLA report under report criteria. In addition to that, you can allow the deletion of a report at a later date by checking the box, as shown in the Figure 7-8-2. Click Help Desk Software, helpdesk software, customer support software, customer service software, trouble ticket software, knowledgebase to add and view.