Reporting on Custom Statuses
To support with productivity and efficiency a report is needed on each status and this is a crucial managing tool.
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Agreed!
example:
we have 2 custom Pending statuses
- waiting for reply (require details before proceeding with ticket)
- waiting for approval (confirming if the solution satisfies what was requested)
and different custom On Hold statuses (depending on which department Agents need support from)
knowing how long a ticket spends in each (custom) status will help us determine where the bottleneck is
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We need it ASAP!!!!!!!
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OMG! Very useful, this is why i am using Zendesk
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Without reporting, custom statuses won't make sense, we need to have this feature as soon as possible.
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It is a bit of a shame we can't report on custom status.
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Not having this ability to report on custom statuses is a grave limitation of reporting. We need to have this included as soon as possible.
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The lack of reporting is meaning we cannot use the custom status functionality. It is stopping us expanding Zendesk use further in our business - and needs addressing asap.
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Hi all, I just wanted to chime in and mention that you can use the Support - Tickets dataset to report on the following attributes: Ticket custom status name, Ticket custom status category, and Ticket custom status state (whether the custom status is active or not).
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Hey Erin, thanks for this. So are you saying that other parts of the reporting dataset for tickets, such as on the below will dynamically reflect any custom statuses?
Are our custom statuses now going to be an attribute with the metric sets?
How about when we are reporting on ticket timings and their moving from one status to another - are they all now going to include the custom status where applicable?
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Erin O'Callaghan - What about he updates dataset? why does this not contain custom statuses? This is the primary need to track events/updates when tickets are moved into custom statuses.
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Exactly that, I agree with Tim. My previous post is still pending approval, I guess because I included an image. Here it is in text only:
Hey Erin, thanks for this. So are you saying that other parts of the reporting dataset for tickets, such as on the below image will dynamically reflect any custom statuses?
Are our custom statuses now going to be an attribute within the metric sets?
How about when we are reporting on ticket timings and their moving from one status to another - are they all now going to include the custom status where applicable? -
Hi Trust Payments Ltd., I did some testing, and it looks like the metrics in your screenshot should reflect any custom statuses whose category corresponds to the default statuses included in the metric’s formula. So for example, the formula for the Open tickets metric looks for the Open default status. That means that this metric will also return tickets that have a custom status with a category of Open. So in the example below, I created an “Internal escalation” custom status and mapped it to the Open category.
As a result, if I add the Open tickets metric to my report, it returns any tickets that are set to the default status of Open as well as any tickets that are set to the custom status of Internal escalation. To see the status names, you can add the Ticket custom status name attribute in the Rows panel.
Tim M, as far as custom statuses being available in the Support - Updates History dataset, I’m afraid I don’t know what the plans are for that at this time. Trust Payments Ltd., that means that the answer to your last question about reporting on ticket timings is that it’s currently not possible, as you’d need to use the Updates History dataset for that kind of reporting.
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Is it possible to know how long a ticket has been in a custom status for?
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Correct me if I am wrong, but there weren't any updates in the last messages regarding our needs in this post.
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Hello Almog!
We're so sorry to know that you were not notified of the updates shared by our documentation team, about generating reports using custom ticket statuses.
Our Documentation team recently shared an update on April 26, 2023, wherein you may now use custom ticket status attributes in your reporting, namely, Ticket custom status name, Ticket custom status category, and Ticket custom status state, whether the custom status is active or not (see this article: Metrics and attributes for Zendesk Support).
Furthermore, we do have an example of a report that shows custom ticket statuses in this Explore Recipe: Creating KPIs for tickets by status.
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Has anyone created a metric (with help or otherwise) that would enable reporting on how long a ticket was at a custom status?
It seems to be a common request and since Zendesk shows no interest in it, hopefully someone has already found a way and would be kind enough to share.
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