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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

Ticket Files Folder

If any of the report queries return no results make sure the relevant google sheet contains just the report header. This will ensure that the report will return 0 results where required when the report runs.

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.1629198753.txt.gz · Last modified: 2021/08/17 12:12 by 10.5.5.89