Creating Global Reports - Zoho Desk Knowledgebase

Creating Global or Cross-departmental Reports

Global reports enable you to create a report for all of your departments in Zoho Desk. Unlike regular reports, the global reports will help you make informed decisions by providing a holistic view of the activities across departments. The procedure is almost the same as creating a regular report.

Permission Required
Users with the Global Reports and Dashboard permission can access this feature.
Check Feature Availability and Limits

Note:
  • You can create Global Reports for all the standard modules that are available in your Zoho Desk account.
  • Users with Profile permission for managing Global Reports can access this feature.
  • Global reports are available only on the Professional and Enterprise edition of Zoho Desk.
  • You must access the All Department view to create global reports.

To set up global report
  1. Switch to the All Departments View in the upper-right area.
  2. Click the Analytics module. 
  3. In the Analytics Overview page, click the Reports tab from the left panel.
  4. In the Global Reports page, existing reports, if any, are displayed.



  5. Click Add Global Report.
  6. In the Add Report pagedo the following:
    The Tickets module is selected by default.
    • Select the Related Modules and click Continue.
    • Choose the Report Type (Tabular, Summary, or Matrix report).
    • Under the Columns sub-tab, select the columns for the report.
    • Under the Columns To Total sub-tab, make the required selections.
    • Under the Criteria sub-tab, specify the Standard and Advanced filters.
  7. Click Run to preview the report.
  8. Click Save to add to the list of global reports.

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