Juvaro Help Centre

Reports

What administrators can do in the report Builder, including delivery by email.

Who can do thisApplication Administrator

Under Reports, Overview and Library are open to everyone. Builder is for Application Administrators. There you can:

  • save reports as shared or private;
  • duplicate templates;
  • repair or delete reports whose fields changed;
  • export to CSV;
  • set Delivery by email every day, week or month to people on the desk.

Reports that include money cannot be delivered on a schedule.

1/6Under Reports > Builder, keep the source Tickets and pick the Period.

  1. Under Reports > Builder, keep the source Tickets and pick the Period.
  2. Under Group by, choose Customer. The result splits into one row per customer.
  3. Under Measures, click Solved to add a column.
  4. Click Save.
  5. Give the report a name, choose Who can see it, and click Save.
  6. The report is saved and shows in the Library for the people you chose.
WalkthroughThe rail on the left is the definition; the result updates as you change it. A saved report lands in the Library.