In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo:
Accessing Helpdesk Reports
Navigate to the Helpdesk Application:
Open your Odoo instance.
Click on the “Helpdesk” application icon.
Go to Reporting:
In the Helpdesk application, look for the “Reporting” menu.
Click on “Analysis.”
Choose Your Analysis:
Odoo offers various default analyses, and you can also create custom ones. Some common analysis options include:
Tickets Analysis: This provides a general overview of ticket volume, status, and assignment.
Customer Satisfaction: If you use customer satisfaction surveys, this report lets you analyze feedback.
Team Performance: This report allows you to view the performance of your helpdesk teams.
Tags Analysis: This allows you to view the tickets filtered by tags.
Stages Analysis: This report shows the distribution of tickets across different stages.
Understanding the Reports
Odoo’s helpdesk reports typically present data in various formats, including:
Graphs:
Bar charts: To compare ticket volume across teams, stages, or time periods.
Pie charts: To show the distribution of tickets by status or priority.
Line charts: To track ticket trends over time.
Pivot Tables:
These allow you to drill down into the data and analyze it from different perspectives. You can add rows, columns, and measures to create custom views.
Lists:
These provide detailed information about individual tickets.
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