Question
I want to build a report of the CCs of tickets. What are my options?
Answer
There is no native metric for CCs in Explore reporting, but there are several ways that you can access information about the CCs on tickets in your account.
- Option 1: Use the CCs section in a user profile
- Option 2: Create a custom workflow using the Tickets API to add a tag
- Option 3: If the user is an agent, use a Macro to add a tag
Option 1: Use the CCs section in a user profile
ou can open the user profile in Support to view a user's CC'd tickets. Click the dropdown menu Requested tickets and select CCs to display all of the user's CC'd tickets.
Option 2: Create a custom workflow using the Tickets API to add a tag
For more detailed reporting on tickets where a specific user is CC’d, create a custom workflow that adds a ticket tag when a specific user is CC'd on a ticket.
Have a developer create a custom workflow that uses the Tickets API to check email_cc_ids
or collaborator_ids
for a match for the desired ID and then apply a new ticket tag. The Add Tags endpoint lets you add tags to specific tickets, organizations, or users without replacing any existing tags.
Option 3: If the user is an agent, use a Macro to add a tag
If the person you want to CC is an agent, you can use a macro to add the agent as a follower and also add a ticket tag to the ticket.
Once you have a tag added to your tickets with a specific CC or follower, you can then use the tag to filter your reports in Explore.
For more information and to contribute to the discussion for CC reporting, see the community post and the article: Viewing your assigned, requested, and CC tickets in your Support profile.
3 comments
Casey Eisenberg
Hello,
Is there any plan to bring reporting/trigger/tagging capabilities to CC's in the near future? This is extremely important to our stakeholders as we would like to know when high profile individuals get CC'd. Even just a function that could add CC tags to a ticket would be a huge addition.
Thank you,
Casey
0
Dawn Mayos
I would also welcome this functionality - if a field can be populated, surely there is standard reporting functionality to extract it?
We have a customer that we need to add their Group Support email as cc to all tickets they raise. Triggers only allow additions of Agent cc's, and Zendesk Explore has no standard capability to report on who is cc'd so I can create an Integrity report for an Agent to manually add the email.
0
Shawna James
0