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Reports in Help Desk gives you one report per form. Each report counts that form’s tickets and lets you group, break down, and filter them by status, requester, department, or the form’s own questions.
Reports follow team membership. Org owners and admins see a report for every form. Everyone else sees only the forms of the Help Desk teams they’re on, and the counts include only those teams’ tickets. The Reports link appears in the sidebar for team members and admins.

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Open a report

1

Go to Reports

In the Help Desk sidebar, click Reports. It sits below Your teams.
2

Find the form

Reports are grouped by team. Each tile shows the form’s total tickets and how many arrived in the last 30 days. Use Search reports… to filter by form or team name.
3

Open the report

Click a tile to open that form’s report.
A form that is turned off shows an Off badge, and an archived team shows an Archived badge. Forms that don’t belong to a team are listed under Forms without a team.

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Shape the report

The top row of the controls sets what the report shows:
  • Measure — always Ticket Count.
  • Display by — groups results along the chart’s main axis: Week, Month (the default), Quarter, Year, Requester, Department, plus the form’s dropdown, multi-select, location, asset, and member questions. Date and date range questions add time options, such as “Question (Month)”.
  • Segment by — splits each bar by Status, Requester, Department, or one of the same questions. Choose None for plain totals.
  • Submitted — the date range of tickets to include. Pick a Quick Select option or enter a Custom Range.
Click Tips to apply a suggested report, such as Monthly Volume or Department Breakdown. Click Reset to return to the default settings and clear every filter.

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Filter tickets

1

Add a filter

Click Filter and choose Status, Requester, Department, or one of the form’s questions. Type in Filter by… to find a question quickly.
2

Set its value

Pick one or more values. Number questions filter by a Min and Max range. Date questions offer Last 7 days, Last 30 days, This month, This year, Next 30 days, or Custom.
3

Adjust or clear

Each filter you set shows as a chip. Click a chip to change it, or click Clear to remove every filter.
Filters are saved in the page URL. Copy the link to share the filtered report with a colleague who can see that form.

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Export results

  • In the Results table, click CSV to download the table, or PDF to open a formatted report in a new tab.
  • In the Chart card, click PDF or Image to save the chart.
Exports include only the data the report currently shows.

Export tickets

Download the tickets themselves as an Excel or CSV file.

Facilities reports

Report on work orders, bookings, and transport.