How to get all information on a CSV report?
Hello, we are trying to figure out what the reports can pull exactly. We are needing more information from these reports than what they give. For example, we need to see how many Requests our technician Lexi completed the last 30 days. I was able to export to CSV a report that showed the past 30 days and the number of Requests she completed on each day, but that CSV report doesn't list anything else. I then selected 9/21/23 date and it showed key, request summary, reporter, assignee, request type, and resolution. I exported that to CSV but it doesn't show me any time tracked and it only lists the date completed as the title of the file, not on the actual sheet itself. My question is, are there any other ways to get all information onto one report? Or do we have to do it like this, create a report showing each Technician's completion throughout the month, then manually select each date and create another report off that? Even then, we are still missing time tracking, how can we find that information? Screenshots attached of the Excel list results, thanks!
1 answer
Hi,
I am going to the Reports section and then created a section where I selected the Report Series to filter by person and then also filter by all work orders completed as "Resolved/Done". Once I am in there and select the date range I then select on the top right to export to CSV and then end up with the Excel type listed.
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