Applying filters to reports every time can be time-consuming. Instead, Freshdesk lets you save the reports after generating them so you can easily access them later. What's more, you can also choose to generate new reports from your saved reports. You can save up to 25 reports per user on the Blossom and Garden plans, and up to 50 reports per user on the Estate and Forest plans. The reports you save will only be visible to you.
Guidelines to save a report:
- Login to your Freshdesk account as an Admin.
- Go to Admin > Reports and select the report to be generated.
- Click Filter, select the required filter options and click Generate.
- Next to the report title, click the tick icon to Save As.
- You can choose to view any saved reports by clicking the arrow icon near the report title.
- You can further choose to Edit a report title or Delete a saved report.
- You can even add or delete filters from the saved report and Save them as a new report.
After saving a report, you can also schedule them so that you receive these reports periodically in your inbox - learn more about scheduling here.
Applying filters to generate reports every time could be time consuming. You can tackle this by saving the reports after generating them. By saving reports, you can pull them out later with just a click. You can further choose to generate new reports from the saved reports. You can save upto 25 reports per user in the Blossom & Garden plan and upto 50 reports per user in Estate & Forest plan. The reports that are saved by you will only be visible to you.
Guidelines to save a report:
- Login to your Freshdesk account as an Administrator.
- Go to Admin > Reports and select the report to be generated.
- Click on Filter and select the required filter options and click Generate.
- Near the report title, a tick appears which acts as the Save As feature for the generated report.
- You can choose to view any of the saved reports by clicking on the arrow button near the report title.
- You can further choose to Edit a report title or Delete a saved report.
- You can even add or delete filters from the saved report and Save them as new report.
After saving a report, you can also schedule them so you receive these reports periodically in your inbox. Read more about scheduling reports.