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.
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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
- 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.
- In the Add Report page, do 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.
- Click Run to preview the report.
- Click Save to add to the list of global reports.
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