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Introduction to building and running reports

We're actively rewriting our user guide, so check back for improved coverage.

Reports in Kayako Classic lets you access the huge amount of data in your helpdesk and turn that data into useful information.

Accessing and Running Reports

Login to the staff control panel, and click on the Reports tab on the top navigation bar. From here you can access all of your helpdesk reports, which can be searched, filtered by category or you can filter out the reports you have created.

Click on a report title to open it for editing, to run, export or schedule the report.

Click on the Run Report button to run a report. The results of the report (if there are any) will be rendered in a table.

Click on the Schedule button to open the dialog, which will let you specify how often the report should be sent to your email. The schedule (if successfully created) will become available for editing or removal under the Schedules tab.

Creating Reports

Although your Kayako Classic helpdesk comes with a long list useful reports out-of-the-box, unlike other helpdesk reporting systems Kayako Classic allows you to tweak and create your own, almost without limitation.

Kayako Query Language (KQL)

The Kayako Query Language (KQL) is the syntax used to define a report. KQL is used to specify the data you want to include in your reports and how the data should be displayed. It is flexible and powerful, but still easy to grasp.

See Kayako Query Language (KQL) for more information, or Report Types for information on the types of report you can generate, and the KQL needed to do it.

Report Writer

Using Report Writer, you can create and modify reports without get bogged down in syntax.

The Report Writer makes creating your own reports using KQL really simple. It checks what you type on-the-fly and automatically provides suggestions about what you may need to type next.

In fact, the auto-completion and suggestions are so comprehensive that you can create reports using just your mouse or up and down arrow keys, so you could create a report without typing or knowing any syntax at all. Report Writer will check your syntax for errors, providing specific error messages where possible.

To get started, simply place your cursor inside of the text editor and start with the first suggestion. You can use your mouse or arrow keys to make a selection. It's as easy as that!

Choose files or drag and drop files
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  1. Kelly O'Brien

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