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.
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Note:
- 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:
- Switch to the All Departments View in the upper-right area.
- Click the Analytics module.
- In the Analytics Overview page, click the Reports tab from the left panel.
- In the Global Reports page, existing reports, if any, are displayed.
- Click Add Global Report and continue as you would with any other report, like:
- Select the module and the corresponding cross-functional modules
- Select the report type (Tabular, Summary, or Matrix report)
- Select the report columns
- Group the columns
- Select the calculation functions
- Specify the advanced sorting filters
- Click Run to preview the report.
- Click Save to add to the list of global reports.
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