tips + tricks

Easily create recurring reports

When creating reports, you often need to access data from a certain period. You would usually use an absolute period to do this; for example, All calls prior to December 2009. If you wish to run this report each month instead, you would need to adjust the month each time. You can make this procedure a lot more straightforward, simply by using a relative period. If you wish to create a report at the beginning of January 2010 of the month prior to that (December 2009), you can do so in one go. In step one of the Report wizard (Reports > Report Wizard > ), under Filters, select a relative period in this case enter Month: 1 month ago. Save and run this report and it will open the report of the past month. When you open this same report the following month, the data will refresh automatically and you will see the report of the past calendar month directly. Using selections, you can apply this same technique to an advanced search. Each time you use the selection, it will adjust to the current date automatically.

Open TOPdesk cards directly in FireFox

If you use FireFoxs web browser, then it is possible to open a TOPdesk Incident or Activity card, simply by entering the card number. You can use the same functionality as you would to make a bookmark of a keyword. For Incident cards in TOPdesk, you can use: http://<servernaam>/tas/secure/index.jsp?jspurl=/tas/ secure/incident&action=lookup&lookup=naam&lookup Value=09%20%s (If your incident number begins with a letter such as I, you can leave out the 09%20). For Activity cards in TOPdesk you can use: http://<servernaam>/tas/secure/index.jsp?jspurl=/tas/ secure/project&action=lookup&lookup=nummer&looku pValue=A%20%s If you would like more information on ways to construct similar URLs, then please refer to TOPdesks URLs manual, which you will find on the TOPdesk Extranet.

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Copyright 2009 TOPdesk UK Limited. Although this magazine has been produced with the utmost care and attention, the writers cannot be held responsible in any way for any damages that may occur due to errors and / or deficiencies in this publication.