Multi-form category reporting | The place for Zendesk users to come together and share
Skip to main content
Matthew14
Matthew14
Contributor
November 30, 2022
Question

Multi-form category reporting

  • November 30, 2022
  • 3 replies
  • 21 views

We have 10+ groups and basically as many forms. Each of those teams and forms has some kind of basically unique task category field. Although we have all that category data, in multi-team reporting, we generally can only report at the form level.

It would be useful to be able to see the respective task category on the same report. Something like this:

Group Form  Task Category  # Tix
A 1  A:F  81
B 2  B:D  62
C 3  C:B  43
A 1  A:E  12

How can this be accomplished?

    3 replies

    G
    Gab12Employee
    Employee
    December 7, 2022
    Hi Matthew,

    Ahmed's right, you can add the attributes that you need as slicers under Rows with the visualization type for the report set to Table. By default, the report will display the metric values at the rightmost column; if you need the report to only show the ticket information similar to your sample table, you may hide this column via Chart Configuration → Column as shown here.
      Matthew14
      Matthew14Author
      Contributor
      December 8, 2022

      Thanks @gab12 and @ahmed11 ,

      I think I may have understated what I meant by each team has a unique task category field. Based on your suggestion, the report would look more like this:

      Metric:

      • Tickets (COUNT)

      Rows:

      • Ticket Group
      • Ticket Form
      • Task Category A  + Task Category B + Task Category C + Task Category D
      • Task ID A|B|C|D|[null]

      For illustration, if we have an admin tasks, sales tasks, orders tasks, and vendor tasks for the admin, sales, orders, and vendors groups, 

      Right now we pull separate reports for each team, their form, and break out on the task ID; then join the different reports.

      Is there a way of using explosions to accomplish this? When I try it keeps cancelling the operation when I add more than one task category. 

      G
      Gab12Employee
      Employee
      December 12, 2022
      If you add an attribute under Explosions, then the query should display different charts/tables, one for each attribute value. Adding another attribute as Explosion will slice the data further into 'smaller' reports. A potential issue that could result from adding multiple attributes as Explosions is if the data being processed is huge and there's a considerable number of values under each Explosion attribute. This could be why Explore is not able to return the results, probably because it's hitting the limit/threshold.

      You can try to apply more filters to the report and see if the report will be able to process the query; but, in this scenario, it may be better to have separate reports for each category and then just addd them to a single dashboard. 
        Terms & ConditionsAccessibility statement