Building TechExcel Reports
Good morning, today I’m going to go through setting up reports in TechExcel so you, your manager, or your team can get important data out. I’ll show you in this article how to go about setting up your own reports. Subsequent articles will go into detail on other topics about TechExcel reporting.
- The first thing to do is to log into the technician portalof TechExcel.
- Next click on the Utilities tab at the top of the screen.
- Expand the plus sign by the Report Settings link in the Utility Settings box on the left of the screen.
- Click on the My Report View link. If you do not see these options, please submit a ticket for the TechExcel admins to check your account type. It may need to be altered to allow reports to be run.
- In the top right corner of the browser, you’ll see a button called New Report. Click this button, it’s the launching point for all new report creation.
- You’ll see a list of all the report types available like this:
Looking over the list of available reports, the most common ones to use are Incident Distribution, Incident List, and Incident Trend. The distribution report lets you see who is doing what. Incident trends let you look at your workload over time. Incident Lists allow you to view all the details about all the tickets that have come your way. This data can be exported to Excel for further analysis or printed if desired. For this example, I’ll be using an Incident List report. Find it in the list of reports and check the check box. Click the Submit button.
- You’ll now be presented with a configuration screen for the report. Give it a meaningful name, if not you can end up with a lot of Incident Lists show up and not be able to differentiate them. Add any desired data fields from the left hand list to the right side by using the Arrows. Add grouping to the report in the same fashion. Grouping allows data to be listed together based on a particular attribute in the report data. If grouping isn’t setup, you’ll be presented with a long list of data ordered by your specification.
- Below this section, you’ll see more configuration options for sorting, sort order, field return size and a new feature in 8.0, showing the conditions used in the report execution. This allows users to see how the report was set up if the box is checked so they can recreate it if desired.
- Once completed, click the Submit button.
- Now it’s time to run the report that was created. Click on the Report tab.
- From the Report drop down, find My Reports in the list and select the report you just created. In order to execute the report, a few conditions need to be set. In the below example, you can see I’m going to run the report I just created for my team’s queue, the consulting/training queue. Other options include ticket statuses and date ranges. Click the Refresh link in the top right section of the report area to execute the report or by clicking the Go button. Do NOT click the browser’s Refresh button (F5).
- The results of the report will be shown below the settings window and can be printed or exported to Excel. If you’d like to make this report available to everyone, you can click the little Q icon beside the date field selectors in the report configuration image above. This will give a URL to directly access the report. Note that you may receive a 400 or 404 error when doing this. It is a known issue we have brought up with TechExcel. If that does occur, log out of TechExcel and log back in. You should see the report in the Web queries section in the Report drop down. It is crucial to give the report a distinguishing name or it’ll get lost in the mix of other web queries.