Finding tickets and reports

Filter the ticket list and save a view

Filter

  1. Open Tickets. The tabs above the list filter by status.
  2. Use the Filters panel on the right to filter by Status, Priority, SLA, Channel and Assignee. The Filters button shows how many filters are active.
  3. Use Group by to organise the list by Status, Priority, Assignee or Contact.
  4. Click Reset at the bottom of the panel to clear the filters.

Save a view

  1. Click Save as view.
  2. Enter a Name and set the view's Status, Priority, Assignee, Source inbox, Tag and Sort by.
  3. Tick Share with the whole team to give everyone the view. Otherwise it's private to you.
  4. Click Create view.

The view appears in the Tickets sidebar under Views with a live ticket count.

Watch the video guideFind tickets and read reportsAbout 5 minutes · 13 steps

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