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support:weekly_reports

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How To Run The Weekly Report

Step 1: Export Ticket Data

ScottyPro Tickets

For all currently open tickets run the “Weekly Reports - All Support Tickets

For all the tickets opened and closed in the last 7 days run the “Weekly Reports - All Support Tickets Opened & Closed (7 Days)

Internal Tickets (Jira)

Book mark the below Jira filters

Currently open

Opened in the last 7 days

Resolved/Closed in the last 7 days

Step 2: Update The Ticket Files

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, the report is scheduled to send itself between 1:30 pm and 2:30 every Tuesday.

Step 4: Update ExteNet Slides

On the ExteNet slides go to slides number 11,12,13,14 and select “Update” wherever you see it.

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