The Activity report is a line graph that shows how many issues were active for a specific period so that you can observe the activity at various points. For example, if you tracked activity during the month, you might see how many issues were created on each day, how many were closed on each day, etc. This enables you to see where activity spikes for different statuses. The agent configures the metrics for the report.
The Activity report displays each line with a different color and different data point shape. If based there is no data for a selected metric, then the line for that metric is a flat line on the X axis. If there is no data for any of the metrics, then no lines are displayed at all.
Customize the Activity Created, Activated, or All Activity Report
To customize the report, on the Executive Dashboard page:
Click the pencil icon beside the title of the report. The customization fields are displayed.
Name field—In the first field, where it says Activity "Created", "Activated" or "All Activity", enter a name for the report.
Metric—Specify the metric to be used for the report. Options are:
Created (Point in Time)—The total number of issues created this time period.
Activated (Cumulative)—The number of issues that have been activated of the ones created this time period. Activated does not implied Unresolved or Resolved or Closed. For example, an issue could be Activated and at the same time be Unresolved. An issue can also be Assigned and at the same time be Closed.
Responded (Cumulative)—Number of issues that have been responded to of the ones created (Created report), or activated (Activated report), or both this time period.
Resolved (Cumulative)—Number of issues that have been resolved of the ones created (Created report), or activated (Activated report), or both this time period.
Closed (Cumulative)—Number of issues that have been closed of the ones created (Created report), or activated (Activated report), or both this time period.
Unresolved—Number of issues still unresolved of the ones that were created (Created report), activated (Activated report), or both this time period.
Unclosed—Number of issues still unclosed of the ones that were created (Created report), or activated (Activated report), or both this time period.
Active—Number of issues still unresolved that had been activated of the ones that were created (Created report), or activated (Activated report), or both this time period.
Activated unclosed—Number of issues still unclosed that had been activated of the ones that were created (Created report), or activated (Activated report), or both this time period.
Carry over unresolved—Total number of unresolved issues from previous periods. This number goes down every time issues that were created (Created report) or activated (Activated report) in a previous period get resolved.
Carry over unclosed—The total number of unclosed issues from previous periods. This number goes down every time issues that were created (Created report) or activated (Activated report) in a previous period get closed.
Qualifier—Select data from This time period or the Previous time period.
Time period—Options are:
Day—Refers to the current or previous day. If, for example, you requested data for the current day, the data would cover the period from 12:00:01 that morning until the current time. Data for the previous day would include data for the entire 24 hours of the previous day.
Week—Refers to the current or previous week. If, for example, you requested data for the current week, the data would cover the period from 12:00:01 Sunday morning until the current time. Data for the previous week would include data for the entire seven days of the previous week.
Month—Refers to the current or previous week. If, for example, you requested data for the current month, the data would cover the period from 12:00:01 on the first day of the month until the current time. Data for the previous month would include data for all days of the previous month.
Quarter—Refers to the current or previous quarter (three month periods defined as January through March, April through June, July through September, or October through December of a given year). If, for example, you requested data for the current quarter, the data would cover the period from 12:00:01 on the first day of the quarter until the current time. Data for the previous quarter would include data for all three months.
Year—Refers to the current or previous year. If, for example, you requested data for the current year, the data would cover the period from 12:00:01 on January 1st until the current time. Data for the previous year would include data for all days of the previous year.
You can filter the Activity Report based on up to six fields, as follows:
Filter fields—Up to six fields can be used for filtering the report results. Filters are inclusive. That is, only issues that contain the filter item in the specified field are counted. To set a filter, click the pencil icon beside one of the empty fields. Select the items you want to use to filter the report from one of the drop-down lists. For drop-down and multi-select fields, you can select multiple values. You have the option of filtering the report using any combination of the following per field:
Up to three workspace fields can be used to filter the Activity Report. The following values can be selected for workspace fields:
No Filter—No issues are excluded.
Priority
Status
Assignee Field (Including Teams)
Custom Drop Down fields in the Workspace
Custom Multi-select fields in the Workspace
Custom Checkbox fields in the Workspace
The fourth filter can be selected from the custom single-line character fields available in the issues.
The fifth and sixth filters may be picked from the following list or the workspace’s address book fields:
No Filter—No issues are excluded.
Custom Character (Single Line)
Custom Supervisor fields
Custom Drop Down fields
Custom Multi-select fields
Custom Checkbox fields
The Address Book fields listed will be the fields from the Address Book that is currently associated with the Workspace.
3D Effect—Checking the 3D Effect checkbox produces a three-dimensional view of the report.
Click Save to save the customization or Cancel to clear the form.
Format of the Report Output
When the report is displayed, it is formatted along the X axis of the graph as follows:
When the label is
The report shows
Hour
The hour of the day (for example: 8:00, 9:00, 10:00) starting at 1:00 AM and ending at 24:00 PM.
Day
The date using the Operating System date format of the client (for example: April 29, 2017) starting at the date of the beginning of the specified time period. Each day is labeled until the end of the time period even if there is no data available for the end of the time period.
Week
The date using the Operating System date format of the client starting at the date of the beginning of the time period. There is a day for each day of the week to the end of the time period, even if there is no data available for the end of the time period.
Month
The date using the Operating System date format of the client starting at the date of the beginning of the time period. There is a number for each of the days of the month to the end of the time period even if there is no data available for the end of the time period.
Quarter
The date using the Operating System date format of the client starting at the beginning of the time period. There is a week for each of the weeks of the quarter to the end of the time period even if there is no data available for the end of the time period.
Year
The date using the Operating System date format of the client starting at the date of the beginning of the time period. There is a month for all twelve months of the year to the end of the time period even if there is no data available for the end of the time period.
Activity Drill-down Report
By clicking on a data point in an Activity report, an agent can view a Drill-down report. A Drill-down report displays additional details of the Activity data. All of the metrics support the Drill-down reporting. The Drill-down report displays a list of all the issues that make up the selected data point. The issue numbers in the report are clickable links. When the issue number link is clicked, the issue is displayed in FootPrints.
Exporting the Drill-down Report
Agents can export Activity data to either Microsoft Excel or PDF format by clicking the associated icon. The report shows:
The name of the report.
The date the report was run.
The name of the Activity report from which the Drill-down report was taken.
The type of report plus the reporting period type.