Ticketing reporting and template management in Koho

Prev Next

Overview

Ticketing reporting can be found in the path: Timetracking > Tickets> Dashboard. The feature provides a view of ticket management and is divided into the following sections:

  1. Summary

  2. Report

  3. Received Emails

  4. Sent Emails

  5. Templates

  6. Email templates


Summary

Description

The collapsed dashboard shows an overview of the tickets. The information displayed includes:

  • Open: The number of tickets that are currently open

  • On hold: Tickets pending action

  • Late: Tickets that exceeded the SLA

  • Resolved: Number of resolved and closed tickets (shown if the "Show resolved" option is selected)

Filtering

You can crop the view with several different filters, which can be found at the top of the view.

Manage filtering settings

  • Save: Click the blue icon and select Save. Give the settings a name. After which it will be saved as a new tab.

  • Clear: In the same menu, you can delete saved settings from the drop-down menu.

Table

The summary table shows the number and statuses of tickets that are responsible for the person. Clicking on the number opens a preview of the tickets in question. You can filter the table by typing a search term in the Filter field (for example, the name of the person in charge).


Report

Description

The report provides a more detailed analysis of tickets. The report can be grouped and viewed in tabular or chart format. In addition, the report can be downloaded in Excel format.

Filtering

Report sections can also be narrowed down with different filters that can be found at the top of the view.

Columns to display ("Show")

Additional optional columns:

  • Total: Total number of tickets per line

  • Resolved: The number of resolved tickets within the time limit

  • SLA: SLA statuses for tickets

  • Status: Current status of tickets

  • Reviews: Feedback and ratings (if applicable)

  • Statistics: Average first response and resolution by agent

  • Process: Process-specific tickets and their statuses

  • Origins: Indicates the origin of the ticket, i.e. whether the ticket was created in the raised (manual) or imported in the raised (inbox)

  • Subtotals: Displays the totals of the groups

Chart and Summary

The Chart button opens a graphical representation of the distribution of tickets by responsible person. The list before the chart summarizes:

  • Number of tickets received and resolved

  • The average of the first response

  • The average of the solution

  • Number of tickets resolved within the SLA


Received Emails

Location

Timetracking > Dashboard > Received Emails

Description

Displays the messages received by the ticketing email in near real-time. The list includes:

  • Sender and receiver

  • Message Title (Info Column)

  • Ticket status (Ticket column)

If the message has not yet become a ticket, it can be imported manually using the "Import" button. The view also shows messages from blocked addresses (not imported).

Note: Only visible to users with "All + Admin" level ticketing permissions.


Sent Emails

Location

Timetracking > Dashboard > Sent Emails

Description

List the messages sent from the ticketing email. Visible information:

  • Sender and receiver

  • Title and timestamp (Info column)

  • Shipment status (Ticket column)

Note: Only visible to users with "All + Admin" level ticketing permissions.


Template

Location

Timetracking > Dashboard > Templates

Description

Allows you to create and manage ready-made ticket templates. Templates can be used to speed up the creation of new tickets.

Creating a new template

You can create a template using existing templates or create a new one:

Start by opening the "Templates" view on the right side of the page. You can then create a new template using the "+ Template" button.

Fields to be filled in:

  • Name

  • Type (if applicable)

  • Priority

  • Team and agent targeting

  • Followers and CC recipients

  • Subject and description

  • Inbox (the address to which messages are routed)

  • Tags

  • Estimated working hours

  • Attachments

Recording is done with the "Save" button.


Email templates

Location

Timetracking > Dashboard > Email templates

Description

Allows you to create and manage ready-made ticket templates. Templates can be used when tickets are answered.

Creating a new template

You can create a template using existing templates or create a new one:

Start by opening the "Email templates" view on the right side of the page. You can then create a new template using the "+ Base" button.

Fields to be filled in:

  • Name

  • Category

  • Message Title

  • Message

Saving is done with the "Save" button.


Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.