Forum Discussion

CarlosCarlos's avatar
CarlosCarlos
Qrew Assistant Captain
8 years ago

Need to create a ""Tickets by agent and priority"" dashboard/report (basically a queue)

I've been asked to create a report to control what agents are doing and what each of their queues looks like. 

The report should have the agents' names as the column headings and rows should be priority (1-15).

The data in the report should be the heading of the corresponding ticket. There is a table containing all the tickets. Once the ticket is completed, it should move out of the queue.

Any ideas how to do this?

  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    8 years ago
    This will not be possible to do in native Quick Base.

    My suggestion is to have separate reports by Agent and have a link to a Dashboard with all your Agent reports. You get to have 3 reports across the page and quite a few rows of reports.
  • _anomDiebolt_'s avatar
    _anomDiebolt_
    Qrew Elite
    8 years ago
    >This will not be possible to do in native Quick Base. 

    Come on Man (#ComeOnMan), QuickBase can do anything now that we have Service Workers. We could create a new API_NotBePossibleToDoInNativeQuickBase and pick some parameters to pass that define the tables, queries, fields etc involved in the task and then just calculate and return the response through a Service Worker.
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    8 years ago
    You could make this with a summary report, but rather than having the text of the 'item' you would have the number of items in that category.  Then they can click to see the details (even beyond the heading)
    • CarlosCarlos's avatar
      CarlosCarlos
      Qrew Assistant Captain
      8 years ago
      That would have been a simple solution, but what's needed is a report to have always on a screen so everyone can see what each agent has in his/her queue.
      I'm looking towards a lower-tech solution by using a custom html and putting up there a report for each agent with the tickets.
      It's kind of working out except I can't hide the first column (where the view/edit buttons are), making the reports unnecessarily thick