I’m using HelpSpot for a while and now I was asked to do monthly reports.
My idea is to get :
- number of new requests
- number of closed requests
- number of opened requests at the last
- number of requests that were open during that month. Eg any request that was opened at the first day + any new requests in that month
- number of requests according to 4) grouped by customer field (i use one for distinguishing products), e.g. number of requests for every product that was discussed that month. I want get statistics for discussed products.
- the same for customers
I’m able to get results for 1) and 2), tricky 3) (I need calculator for it), but I haven’t find the possibility to filter or get report according to 4, 5, and 6. Further more I can filter requests and add columns to the output so I can see my custom fields, but this is not supported for reports. In my opinion running report “Requests by custom fields”, where I cannot select which custom field nor I can see the custom fields in report is meaningless.
Please advise me, how to get the report data.