Creating Global or Cross-departmental Reports

Creating Global or Cross-departmental Reports

Global reports enable you to create a report for all of your departments in Zoho Desk. Unlike regular reports, the global reports will help you make informed decisions by providing a holistic view of the activities across departments. The procedure is almost the same as creating a regular report.

Note:
  • Users with Profile permission for managing Global Reports can access this feature.
  • Global reports are available only on the Enterprise edition of Zoho Desk.
  • You must access the All Department view to create global reports.

To set up global report:
  1. Switch to the All Departments View in the upper-right area of your Zoho Desk home page.
  2. Click the Reports module. 
  3. In the Reports Overview page, click the Reports tab from the left panel.
  4. In the Global Reports page, existing reports, if any, are displayed.



  5. Click Add Global Report and continue as you would with any other report, like:
    • Select the module and the corresponding cross-functional modules
    • Select the report type (Tabular, Summary, or Matrix report)
    • Select the report columns
    • Group the columns
    • Select the calculation functions
    • Specify the advanced sorting filters
  6. Click Run to preview the report.
  7. Click Save to add to the list of global reports.

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