Searching and Reporting
FootPrints contains
a number of options for querying the database. From simple keyword searches
to multi-level metrics with color charts, virtually any data can be reported
on in FootPrints to analyze activity, trends and statistics with no programming
from the FootPrints web interface. Assess how your team’s resources are
being allocated, review activity and capacity levels, and produce time
tracking and billing information for charge-backs and billing. Use report
data to justify staff changes, manage the types of problems assigned to
each member, and use staff resources in the most effective manner.
Topics in this chapter include:
- Searching
- About Searching
—Introduction
to search topics.
- Quick Search
—Available from
anywhere in FootPrints from the top frame.
Search by keyword or Issue number.
- Built-in Queues
—Homepage
queues available in FootPrints.
- Advanced Search
—Complex search
on all fields and criteria.
- Saved Searches
—Save
advanced search criteria to create queues available from the FootPrints Homepage.
- Cross Workspace
Searching
—Search
for issues that match criteria for multiple Workspaces
- Reports
- About Reporting
—Introduction
to reporting topics.
- Single Issue Report
—Available
from theDetails
page of an Issue. Displays a printable page.
- Quick
Report
—Create
a report of Issues displayed on the Homepage using the Quick Action dialog.
- Custom Reports
—Create custom
reports with custom criteria and formatting options, including graphics
and multi-level metrics.
- Saving and Printing
Report Data—Information on saving and printing report data from
the browser.
- Saved Reports
—Access saved
custom report templates.
- Shared Reports—Report templates
that are shared by different users.
- Administrator
Flashboard
—Displays
up-to-the-minute graphical representation of help desk and Workspace activity.
- Cross-Workspace
Reporting
—Custom
reports across multiple workspaces.
- Time Tracking Reports
—Generate
time tracking and billing reports.
- Metric Reports
—Generate statistical
data and metrics about the Workspace.
- Report Templates
—Create single-issue
report templates for printing out Purchase Orders, Work Orders, RMA’s,
etc.
- Auto-Run Reports
—Schedule custom
reports to be generated and emailed automatically on certain days/times.