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| support:weekly_reports [2021/08/17 11:28] – 10.5.5.89 | support:weekly_reports [2023/11/07 14:40] (current) – [Step 1: Export Ticket Data] 10.91.120.100 | ||
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| ======How To Run The Weekly Report====== | ======How To Run The Weekly Report====== | ||
| - | [[https:// | + | [[https:// |
| + | |||
| ===== Step 1: Export Ticket Data ===== | ===== Step 1: Export Ticket Data ===== | ||
| Line 9: | Line 10: | ||
| __**ScottyPro Tickets**__ | __**ScottyPro Tickets**__ | ||
| - | For all currently open tickets | + | In the ScottyPro Reporting Manager |
| - | + | ||
| - | For all the tickets | + | |
| __**Internal Tickets (Jira)**__ | __**Internal Tickets (Jira)**__ | ||
| - | Book mark the below Jira filters | + | Bookmark this Jira filter. Export it with the " |
| - | [[https:// | + | [[https:// |
| - | + | ||
| - | [[https:// | + | |
| - | + | ||
| - | [[https:// | + | |
| + | |||
| ===== Step 2: Update The Ticket Files ===== | ===== Step 2: Update The Ticket Files ===== | ||
| - | [[https:// | + | [[https:// |
| - | + | ||
| - | + | ||
| - | + | ||
| - | ===== Step 3: Run Report ===== | + | |
| - | * Update all the Ticket google sheets located in the Ticket File folder with the data from their corresponding report. | + | |
| - | + | ||
| - | * Each Sheet will autorun a Macro that will clear the sheet of last week's data, select yes when prompted. | + | |
| - | + | ||
| - | * Paste in data from the report into cell A1 ensuring that all columns with hash symbols are adjusted so data is visible. | + | |
| - | + | ||
| - | * Open the Weekly Report Google Sheet. | + | |
| - | + | ||
| - | * Select Refresh on your browser | + | |
| - | + | ||
| - | * Unhide the Ticket Count Sheet. | + | |
| - | + | ||
| - | * Select Run. | + | |
| - | + | ||
| - | * Wait for the report to finish. | + | |
| - | + | ||
| - | * The report will ask you to review the ExteNet Awaiting Customer Response tickets. | + | |
| - | + | ||
| - | * Add a number 1 to the Filter column for any ticket that is awaiting ExteNet to verify something. | + | |
| - | + | ||
| - | * Add a number 2 to the Filter column for any ticket that is awaiting information from ExteNet. | + | |
| - | + | ||
| - | * Select “Finish Report”. | + | |
| - | * No further changes are required and you can close the sheet, | + | * Update |
| + | * Each Sheet will autorun a Macro that will clear the sheet of last week's data, you must select yes when prompted as this will also date stamp the sheet. | ||
| - | ===== Step 4: Update ExteNet Slides ===== | + | * Paste in data from the report into cell A1. Before pasting make sure that all columns with hash symbols are adjusted so data is visible. |
| + | |||
| + | The report is set on a schedule and will run itself between 1pm and 2pm, if I can't run for some reason an email will be sent to support@errigal.com | ||
| - | On the ExteNet [[https:// | ||
| - | Inform Anthony that the slides are updated. | ||
support/weekly_reports.1629196117.txt.gz · Last modified: 2021/08/17 11:28 by 10.5.5.89
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