Filtering, Exporting, and Sharing Report Data

Filters, exports, and sharing capabilities help users work with report data for a specific business purpose.

Filtering

Use supported filters to narrow the dataset by relevant criteria such as date, team, status, priority, or other report dimensions.

Date ranges

Confirm the date field and range used by the report before interpreting results.

Exporting

Where export is available, use it when additional offline analysis or controlled business reporting is required.

Data sensitivity

Exported Helpdesk data may contain customer or operational information.

Store and share exported files according to your organization's security and privacy requirements.

Sharing

When reports or exported data are shared, confirm the recipient is authorized to receive the underlying information.

Good practices

Record the filters used for important recurring reports so future comparisons are consistent and reproducible.