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How to create custom report to show which incidents had survey sent

Below is an example on how to create a report to show which incident tickets had survey sent.

Choose a relevant report category where to place the report and click the plus icon to Add Standard Report.

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Click on Select Data Source, keep Default and click OK.

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Under Process Management Section select Add Processes To Report and click OK.

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In the same Process Management section select Prefix Starts With, type 'CS' prefix to the textbox and click OK.

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Under Process Relationships section select Add Process Relationshios To Report.

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Under Process Relationships section again select Has Process Relationship To Process Starting in X, enter 'IM' prefix into textbox and click OK.

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In the columns selection panel select columns such as Report Process ID for the survey process id, Process Started to show date when survey ticket was generated, Primary Contacts to show user who is supposed to receive survey link, Child Report Process ID to show the ID of related IM ticket.

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To make the survey ticket link clickable, you can select Include Process Actions in the left panel. 

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This is just a basic example, so feel free to modify columns selection or grouping by certain criteria as needed.

Name the report accordingly and Save.


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