Reports let you filter down to exactly the records you need, then export the results — ready to plug into spreadsheets, dashboards, or whatever reporting tools you use.
Report Types
Report Type is the first field on the form, and the one you choose changes the filters shown below it.
Report Type | What It Covers | Who Can Run It |
|---|---|---|
Tickets | Your tickets | Everyone |
Users | The users on your Team(s) or Partner | Team Admins and Partner Admins — see Running a Users Report |
The steps below cover the Tickets report.
Steps
- Go to the Reports page and set Report Type to Tickets.
- Choose a date range.
- First, decide whether the range filters by when tickets were Opened or Closed.
- Then set a From and To date to narrow it down.
- Apply any filters you need:
- Status — limit to tickets in a specific state.
- Category & Subcategory — narrow by ticket type.
- Team — if you're assigned to more than one.
- Submitter — the Partner Hub user who created the ticket.
- E-Mail — the contact's email address instead, useful for tickets that arrived without a Partner Hub user attached.
- Source — Partner Hub, Email, or Abuse Notification.
- Choose your export format (CSV or XLSX).
- Click Generate Report.
- Once it's done generating, a download link appears below the button.
Good to know
- Submitter and E-Mail are two different ways to search for the same thing: Submitter matches against Partner Hub user accounts, while E-Mail matches the raw contact address — useful for tickets that came in via email or an abuse notification, where no Partner Hub user is attached.
- None of the filters are required — you can generate a report with no filters applied to export everything within your date range.