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support:weekly_reports
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| support:weekly_reports [2022/07/22 16:49] – 10.91.129.11 | 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 this Jira filter | + | Bookmark |
| [[https:// | [[https:// | ||
| - | |||
| - | Scotty Pro Tickets | ||
| - | |||
| - | In the ScottyPro Reporting Manager run and export the report called " | ||
| - | |||
| ===== Step 2: Update The Ticket Files ===== | ===== Step 2: Update The Ticket Files ===== | ||
| - | [[https:// | + | [[https:// |
| - | + | ||
| - | ===== Step 3: Run Report ===== | ||
| * Update the 2 Ticket google sheets located in the Ticket File folder with the data from their corresponding report. | * Update the 2 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. | + | * Each Sheet will autorun a Macro that will clear the sheet of last week's data, you must select yes when prompted |
| - | * Paste in data from the report into cell A1 ensuring | + | * 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. |
| - | + | ||
| - | * Open the Weekly Report Google Sheet. ( Important to only open report at this point ) | + | |
| - | + | ||
| - | * The report will do some initial checks and you will then get options to run. | + | |
| - | + | ||
| - | * Wait for the report to finish. | + | |
| - | + | ||
| - | * The Report will send itself automatically. | + | |
| - | + | ||
| - | ===== Step 4: Update ExteNet Slides ===== | + | |
| - | + | ||
| - | + | ||
| - | On the ExteNet [[https:// | + | |
| - | + | ||
| - | Check the Awaiting Response slide. | + | |
| - | + | ||
| - | If the " | + | |
| - | + | ||
| - | * 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 | + | 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 |
| - | * Select “Sort”. | ||
| - | Go back to slide and update | ||
| - | Inform Anthony that the slides are updated. | ||
support/weekly_reports.1658504986.txt.gz · Last modified: 2022/07/22 16:49 by 10.91.129.11
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