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.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Customer Service Analytics and Insights

                                                                                                                Zoho Desk enables fully customizable reports in all the modules with flexible options, such as cross-linking modules, three-level column grouping,  creating cross-departmental reports, scheduling reports generation and delivering to the intended ...
                                                                                                              • Get Advanced Reports with Zoho Analytics Integration

                                                                                                                The Reports module of Zoho Desk allows you to generate reports to know most of the important metrics in your help desk. Even though they address the requirements of a majority of businesses, there is always a need for some advanced customization ...
                                                                                                              • Creating Custom Reports in Zoho Desk

                                                                                                                In today's dynamic business landscape, organizations rely heavily on data to guide their decision-making processes. However, this data is often scattered across different modules and departments within an organization's systems. To transform this ...
                                                                                                              • Tracking Form Analytics using PageSense Integration

                                                                                                                You can use web forms to capture feedback and support tickets directly from your website, portal or any third party web page. All it takes is to configure the form in Zoho Desk and embed the code snippet on your website. So far so good! But what if ...
                                                                                                              • Creating Global Variables

                                                                                                                What are variables? Variables are placeholders that store user input, data from external systems, or other important information that needs to be saved and reused later in the bot conversation. They help maintain the context of the conversation, ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources