About Ticket Reporting
In a Ticket Reporting Page, you can create visualizations based on any tickets that you have created, just like you can for survey data. If you aren’t familiar with ticketing, check out our Tickets Task support page to learn the basics of setting up your close-the-loop ticketing system.
Mapping Ticket Data
Before you can report on your tickets, you need to connect your ticket data to your dashboard. See Ticket Reporting Datasets for a guide to creating ticket datasets, mapping ticket data, setting data restrictions, and more.
Creating Ticket Reporting Pages
You can’t report on your tickets on a regular dashboard page – you need to make a special page just for ticket reporting.
Click the add a new page button ( + ) select Ticket Reporting Page.
Adding and Editing Widgets on a Ticketing Page
Reporting on tickets in CX Dashboards works just like reporting on survey data. Widgets are added and edited the same as they are in CX Dashboards. However, fields available in widgets will be based on Ticketing fields rather than survey data.
- Select Edit Page to enable editing for your Dashboard and select Add Widget.
- Choose the desired widget type and edit as usual.
- Instead of seeing fields from your survey, you will see fields from your ticket data. Additionally, you will see Metadata fields that are recorded for tickets automatically. Those Metadata fields are listed below.
Available Metadata Fields
Below is a list of all ticket Metadata fields with a short description and their default field type. If you have questions about field types, check out our Field Data Types support page.
- Key: The unique identifier automatically assigned to the ticket (e.g. T-52). It is mapped in as a Text Value.
- Name: The name of the action from which the ticket was triggered. The name is set in the Actions tab of a specific survey. It is mapped in as a Text Value.
- Priority: The three possible values for priority are: Low, Medium, and High. The default value for a ticket is set in the Actions tab and can be modified by the ticket owner. It is mapped in as a Text Set.
- Status: The default values for status are: Open, In Progress, and Closed. However, a Brand Administrator can set up custom ticket statuses on their Follow-up page. It is mapped in as a Text Set.
Qtip: With some additional setup, it’s possible to report on the time spent between ticket statuses. To learn more, read the Time Between Ticket Statuses page.
- Owner Name: The owner name is the first and last name on the account of the ticket owner. It is mapped in as a Text Value.
- Role Name: If you assign a ticket to a role from the Actions tab, this field will show the name of that role. Else, it will read “NULL.” It is mapped in as a Text Value.
- Created At: The date that the ticket is created. It is mapped in as a Date Field.
- Updated At: The most recent time any edit was made to the ticket. This is mapped in as a Date Field.
- First Updated At: The time the ticket was first edited in any manner. This is mapped in as a Date Field.
- Closed At: The time that the ticket’s status was changed to “Closed.” This is mapped in as a Date Field.
- Ticket Source ID: The Survey ID of the survey in which the action that the ticket was created from is housed. This is mapped in as a Text Value.
- Ticket Source Type: The way in which the ticket was created. At this time, the only source available is “Survey.” This is saved as a Text Value.
- Root Cause: Root causes can be set in an action and then selected by a ticket owner. This is mapped as a Text Value.
- Resolution Time: The time (in minutes) between when the ticket was created and when its status was changed to “Closed.” This is mapped as a Text Value, but can also be mapped as a Numeric Value.
- Link: A URL to a specific ticket. This is mapped as a Text Value.
- Ticket Data: Any ticket data fields you’ve created can also be mapped into the Ticket Reporting Fieldset. They will be pulled in as a Text Set or Text Value field depending on the question type or Embedded Data they are mapped from.
Qtip: For Date Fields to pull into Ticket Reporting pages, they need to be mapped in ISO format (YYYY-MM-DD).
- Ticket Notes: Any ticket notes fields that you’ve added on your ticket action in the Follow-Up Details section can be mapped into the Ticket Reporting Fieldset. They will be pulled in as a Text Set or Text Value field depending on the question type the note is built on.
Below are a few example widgets to help understand how the feature can be used:
- A Simple Chart widget that shows the priorities of tickets that are Closed, In Progress, and Open. (Simple Chart widget with Metric: Count, X-Axis Dimension: Status, Data Series: Priority, Display Options: Show Data Values, Stack Chart.)
- A Simple Chart-Line widget of Average Resolution Time grouped by month.
- A Record Grid with columns that include Priority, Resolution Time, and First Updated At fields, as well as ticket data.
Ticket Data Restrictions
By default, all users and roles have access to all ticket reporting data. However, you can create ticket data restrictions to limit access to this data.
- Go to your dashboard settings.
- Go to Ticket Data.
- Click Ticket Data Restrictions.
- Click Add user or role.
- Type the name of the role or user, and select them.
- Click All Data.
- Click Add Restrictions.
- Select a field to restrict access by. This can be a default ticket field, like status or priority, or custom ticket data.
- Choose between the following:
- Is: Enter a static value the ticket field has to match.
- Matches user attribute: Determine a User Attribute that the ticket field has to match. This is best for values that vary by user.
- Select the value that must be matched.
- Select whether to allow rollup data. See linked page for details.
- Click Done.
- Click Done.
- Click Save.
Navigating Between Tickets and Dashboards
There are times when editing or using your dashboard that you may need to quickly navigate between the dashboard and your tickets.
When you are inside a CX dashboard, you can navigate to your tickets page by clicking the View Tickets button on the upper-right.
When inside your ticket page, you can return to a CX dashboard by clicking the View Dashboard dropdown on the upper-right and choosing the dashboard by name.