The report dashboard is a visual summary of what has happened in the past week within you projects. You can go back through the history week by week to see more. You can also add other projects to this page
If you wish to reorder the list, hover over the left top corner to use up and down arrows, or click to delete a project from the list
Seeing your project in terms of state, user and activity can help you understand the progress of the project. If however, you want to get a more detailed picture of progress on tickets, there are reports you can do.
Any previously saved reports are available on the left panel under "My Reports". Click the title of the report to run it, or you can edit an existing saved report by clicking the edit icon.
For information on creating new reports, keep reading.
Create a report
To create a new report, click on the plus icon in the top right
Running a report is a walk in the park with Tickd. You are taken through a series of short steps design to filter or expand your options to retrieve the tickets in a format that is both useful and informative.
Setup: Choose the type of report you are interested in, how you’d like them ordered and in what timeframe you are looking.
Projects: Choose to include projects or project types.
Status: Choose any individual or groups of Status or Priority you need to include in your report.
Tags: Filter by one or more tags.
"Users": Decide the users that matter on the report.
Once you have decided on the criteria with which your report needs to be based, click "run report".
A table of relevant tickets are generated for you and you can export this list to other formats such as XLS, PDF or email yourself a copy. If this is a report you might regularly require, you can name it and save it for one-click access another time.
You can run reports that you have saved. You can also run reports created by other users and marked as public.
Run an existing report
Any previously saved reports are available on the left panel under "My Reports". Click the title of the report to run it.
Alternatively, you can edit an existing saved report by clicking the edit icon.
Export report results
You can export the output of a report as a pdf, spreadsheet or as an email message containing the data. In order to reach the export options, please first run the report you wish to export.
Export as spreadsheet
To export the result as a spreadsheet, click "export results as a spreadsheet" at the top of the report output below the report header. A spreadsheet file (.xls) will be created and downloaded automatically.
Export as pdf
To create a pdf of the report output, click "export results as pdf" at the top of the report. A new browser sectionwill be opened with the report results shown as a pdf. Note that if there are a lot of results on the report, it may take a few seconds to generate the pdf. The pdf is not saved automatically, but you can save it to a file by using the save option on your browser.
Send the report results as an email message
To send the results as an email, click "@ send results by email" at the top of the report output. This will open the "Report Emailer" Dialog.
If you want to send the email to additional recipients who are not Tickd users you can enter a comma delimited list of users in the "Also send to these emails" field. A success dialog is shown to confirm that the email has been sent.
Edit existing report
It is possible to edit existing reports, run the report and view the output. You can save an updated copy of any public report. If you are the creator of the report you also have the option to overwrite the original report with your updated version.
To save the report click "save report" at the left of the page. The "Save Report" dialog will be shown.
You can also save a copy of the report if you click "save a copy" instead of "Save". A copy of the report is saved and shown in the "My Reports" section of the "All Reports" panel on the left of the page.
Delete a report
You can delete any reports that you have created. If you have Admin permissions you are also able to delete reports created by other people.
Where you have permissions to delete a report, click the delete icon. You will be shown a confirm dialogue.
Permissions required: Admin user or the creator of the report.
The procedure for creating a timesheet report is similar to that for ticket-based reports. An admin user can include timesheet data from any user in the report. A user with manager access to projects can run a report for the data associated with these projects. Any user can run a report for their own timesheet data.
To create a timesheet report, click the "timesheet" clock icon at the top right of the report page. The report begins at the "Setup" section.
Select the report type, the time period and time output format that you require. Note that the start and end date fields are only enabled if the "Timeframe" is set to "Custom".
You can filter the results by user, project or timesheet categories, then "run report".
Once the report has been run you can save the report.