View, print, or download reports

Use the Reports tab to generate a standard or custom report. Web Help Desk includes several reports you can use to report the status of your support center. These reports are listed in the Report column located in the Reports tab.

To change the output included in the report, click a report in the Report column and update the report details.

You can also create a report schedule to distribute reports at regular intervals. Report groups control access to created reports sorted by Tech and Location Group. This ensures that each tech is only presented with reports within their scope of work.

  1. In the toolbar, click Reports.

  2. In the Reports tab, locate the report you want to generate.

    If you created report groups to classify your reports, select a report group in the upper-right corner to filter the list.

  3. Click an icon in the right column to run the report.

    The following table describes the icons in the Reports tab.

    Icon Description
    Displays the report at the bottom of the screen.
    Displays a printable web view in a new browser tab.
    Creates the report in PDF format that you can download and print or distribute.

Troubleshoot outdated report data

If the report data is outdated regardless of the specific or relative range you configured in the report, perform the following steps:

  1. Log in to Web Help Desk.
  2. In the toolbar, click Reports.
  3. In the Reports tab, verify that the Override Dates checkbox is not selected.