A custom askPGCC report allows you to focus on content that is specific to your needs. For example, a manager might create a report to efficiently track all tickets assigned to technicians that report to her or him.
Therefore, this knowledge article explains how to effectively create and run a custom report in askPGCC using a Ticket Report example.
NOTE: This functionality is only available to those with permissions to run reports in askPGCC.
Part 1: How to Create a Ticket Report
Step 1
Navigate to TDNext by signing into askPGCC, selecting your name, and choosing TDNext from the dropdown menu.
Step 2
Select the Enterprise Technology Tickets tab, then select + Report.
Step 3
Select Ticket Report.
Step 4
Type in the name and description of your report using conventions similar to those shown below.
Step 5
Leave the default columns in place.
Later you may decide to:
- Add a column using the green Add button, or
- Remove a column by selecting Remove, which is to the left of the name of each field.
Step 6
Filter your report by the Prim Resp column, then choose “is one of” in the Operator field, then use the magnifying glass icon in the Values field to search and add members from your team.
Step 7
Select the visibility of the report, by selecting the radio button next to “Me and people in these Groups”, and then selecting the magnifying glass to search for and add the group(s) that should see the report.
Step 8
Scroll to the top of the page and select Save or Save and Run if you would like to see the results of your report immediately.
Part 2: How to Run a Report
Step 1
Navigate to TDNext by signing into askPGCC, selecting your name, and choosing TDNext from the dropdown menu.
Step 2
Select the Enterprise Technology Tickets tab.
Step 3
Select the name of your report from the Ticket Reports category on the left navigation.
Step 4
Select the green Run Report button and your report will appear.
- You can reorder the items on your report from this screen by selecting the column headers.
NOTE: This knowledge article described the basic steps to create a Ticket Report. Other options are available on the page, which you can go back to edit later as you become familiar with your preferences for content layout for your report. To edit options at a later time, while in the Enterprise Technology Tickets tab in TDNext, select your report from the left navigation under Ticket Reports, then select the green Actions button, then select Edit.