SR Report Manager  -  NEW!

Advanced Reporting for CCS Service Request                              

Reports play a vital role in the measurement of success. CCS HelpDesk and CCS Service Request have always leveraged Outlook's Folder Views to allow you to get an overview of ticket status and view by any category or field. And we have provided Report Builder to export data to Excel, Access or other database. But you always had to build your own reports.

Enter Report Manager, an advanced module for CCS Service Request 5.0. Report Manager is an Excel application that provides ready-made reports for a variety of measurements, and a custom report generator that allows you to easily build any type of tabular or matrix style report and save it for future use.

With Report Manager you can also package and email reports and charts in PDF format to interested parties.

 P R I C E O N L Y   $ 2 9 9 >> Purchase Now!

S E E   I T   N O W    >>  Video Demonstration

Details and Screen Shots    

Report Manager is setup with an easy to use interface to design, run and send-out Service Request measurement information. The screen shot below is the Report Manager user interface:

Report Manager has the following features:

• Easy to use click & report interface - generate reports and charts by making simple selection and click  button to view tabular reports and charts
• Report builder single button export - From report builder you can send up-to-date ticket data right into Report Manager with the click of a single button. No selecting fields, date or other steps necessary.
• Many Views - View information in a variety of chart types, and tables
• Drill-down - Drill-down from tabular reports or charts to actual ticket detail with the click of a button
• Ready-made reports - The standard version comes with a number of ready-made reports which you can view by ticket status and time period.
• Powerful Filters - Filter information by ticket status (open, assigned, closed), period, and field level. Also in tabular form, drop-down filters allow inclusion and exclusion at the field level.
• Create Custom Report - Create your own reports in table or matrix format. Pick your filters, fields and combine to give you the exact measurement information you need.
• Export Reports and email.  Export out to PDF files for storage or to distribute to interested parties via email with the click of a button.

Getting Ticket Data to Report Manager

Populating Report Manager with up-to-date ticket data is easily done with an enhancement to the Report Builder utility.  With a simple click of a button, data is pushed to the Report Manager, and it is launched.  This feature is available in version 5.0.2.

Report Selection Options

Select Report Data by:

• Report Status - Open, Assigned, Completed or All
• Ready-made reports fields
• • Category, type or category/type
  • Priority
  • Due date
  • Date Received
  • Technician or Staff assigned

Filter by Date Type:

• Select date type on which to filter
• • Date ticket received
  • Date ticket completed

Select Time Period:

• Specific date range

• Periods
• • Week
  • Month
  • Quarter
  • Year

Reports and Charts

Report Manager Ready-made reports generate both charts and tabular reports. Charts include pie charts and bar charts for each report. Also the tabular data is presented below the charts.

Tabular data can be filtered to include or eliminate fields (such as eliminating a misc. category), using a drop down selector right on the column label, as well as which field values to include in the report.

You can analyze data in more detail by using the + or - on rows to drill down or summarize data (example show types within category).

This provides flexibility while still using click and report ease of ready-made reports.

 Custom Reports Feature

Custom Reports can be generated for any module using any combination of fields.  It can be generated as tabular reports or Matrix Reports. Reports can be generated based on any Criteria and with filtering options. The highlights of Custom reports are

• Grouping with multiple levels
• Filters based on date and other criteria
• Summarization

Once defined custom reports can be saved and regenerated at the push of a button from the selection column. The screen below shows how to create a simple tabular report.

Also you can create more complex reports using the Matrix Customer Report feature.

Exporting and Distributing Reports

Reports can easily be saved and exported for review using the PDF Report and Chart Export feature. This allows you to create PDF versions of your reports. Also you can easily distribute the report using the Email feature which packages a PDF and attaches it to an email which you can send to individual emails or distribution groups. 

Back to Top