6.5.1 Reporting - Tickets

6.5.1 Reporting - Tickets

A number of reports are available in the Workbench to support the management of tickets:
1)    Access the following via the menu option: Reporting -> Reporting -> Ticket Management then select from the following reports from the dropdown list
  • Report 031 - Active Tickets by Person - This report lists active tickets (i.e. tickets that are not aborted / closed) for each person they are assigned to.
  • Report 031a  - Active Tickets by Block - This report is similar to report 031 except that it shows how long tickets have been raised for and also shows the date and time of the last two comments that have been made and by whom.
  • Report 069 - Ticket Comments - When viewing a ticket, there is an option at the bottom left to 'Print Ticket'. This generates the Ticket Comments report which shows the history of the ticket and can be useful in annual leaseholder meetings to show what has been done on a ticket. 
  • Report 011a - Block Tickets - This is contained in the Block Area under the block -> block reports. It shows all the tickets associated with the block from where it is generated from. 
The reports below are attached with some dummy data. 

      2) Access the following via menu option: Reporting -> Ticket Summary



The purpose of the Ticket Summary is to have a global position of all ACTIVE tickets and the length of time that they are outstanding across the Agent account; the data     enables the Agent to reduce the time a job takes by being able to performance manage the data.

      The column headings show the following:

      Breakdown: displays the ticket parameter selected from the ‘Breakdown’ dropdown list – the ticket parameters are:

  1. None – this is the default parameter and displays the total number of Active tickets.
  1. Block – this displays the ticket breakdown by the relevant Block.
  1. User – this displays the tickets that are assigned to the relevant User.
  1. Type – this displays the ticket breakdown by Ticket Type.
  1. Priority – this displays the ticket breakdown by Priority that has been set.
  2. Total – this displays the total number of active tickets
  3. Open – this displays the total number of tickets with an Open status.

      In Progress - this displays the total number of tickets with an In Progress status.

      With Client For Decision - this displays the total number of tickets with a With Client For Decision status.

      On Hold - this displays the total number of tickets with an On Hold status.

      Complete-Awaiting Assurance - this displays the total number of tickets with a Complete - Awaiting Assurance status.

      1-30 days – this displays the number of tickets created which are 1-30 days old.

      31-60 days - this displays the number of tickets created which are 31-60 days old.

      61-90 days - this displays the number of tickets created which are 61-90 days old.

      > 90 days - this displays the number of tickets created which are over 90 days old.

      NB: You can change the aged day parameters above to different periods by putting in a different number in the ‘Days’ field at the top of the page and clicking on ‘View’ i.e. if you select 60 days then the following aged day columns will be displayed:


      In addition you can also download an Excel or PDF of your relevant screen selection displayed by clicking on the relevant button at the top of the columns displayed.

      Also you can click on the top of any column to re-sort the display order by that particular column  parameter.


    • Related Articles

    • 6.2.2 Viewing Tickets

      Once tickets have been created they can be viewed in the Ticket screen. To access go to the Workbench menu: Ticketing -> Ticketing (from drop down menu) By default this screen will display all tickets that have an ‘Active’ ticket status and showing ...

    • 3.5.7 Tickets

      Accessed via Workbench -> Settings This tab allows you to control the settings relating to the Ticketing module and the Quotation/Work Order settings. Here you can create your own ticket types and then also determine the order it appears when ...

    • 5.4.6 Reporting

      The Reporting screen is only available for the Management Team / Directors If the Directors Portal is turned on within the settings screen and the Reporting menu is turned on then it will display this new screen: The reports available to Management ...

    • 4.10.4 Reporting - Block

      The reporting screen provide a range of reports relating to the block. These can range from financial reports to list reports which you can print of and analyse for a better view of the data in the block. Access via the menu option: The Block -> ...

    • 6.4.1 Publishing Tickets to Leaseholders

      If you subscribe to the Leaseholder Portal then the ticket system is integrated to the Portal. At any time, you can publish a ticket to Leaseholders. By default, tickets are created with a visibility of 'Unpublished' i.e. the ticket is only visible ...