1. CRM with Ticketing
  2. Reports and operating questions
Reference

Reports for the questions your team asks

Review ticket demand and the evidence behind responses, account decisions and completion.

Overview
CRM with Ticketing · Overview

CRM with Ticketing dashboard

This quarter

Account support links in view
6
Total open tickets
3,820
Draft
6
Linked at in 14 days
3

Tickets by status

How far records got this quarter

StageReachedStep
New43
Triaged2558%
Assigned1560%
Waiting1067%

Priority rank by status

Sample totals per stage

7.0k0
7.0kNew
4.0kTriaged
3.0kAssigned
2.0kWaiting
2.0kResolved
Example screen with sample data

Questions to answer

Customer Ticket Demand Grouped

Which customers and organizations account for the current work at each priority and state?

Owner Workload Grouped

Which assigned tickets need attention against their resolution due dates?

First Response History List

What real response established the ticket's first-response evidence?

Waiting Evidence Review Grouped

Which pause and resume events explain the waiting work under the service policy?

Revision Decision Trail Grouped

Which source revision did the reviewer approve, reject or return, and why?

Receipt Exception Profile List

Which recorded operations need investigation because the result is pending, failed or discrepant?

More reports

Evidence Visibility Review Grouped

Group record attachments by Parent, evidence type and Visibility with uploaded by and uploaded at for scoped evidence review.

Resolution and Return History Grouped

Group Tickets by Counterparty and current Status with resolved at and linked Resolution events to review completed and reopened customer problems.

Set up CRM with Ticketing your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started