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Tag: reporting

Dovetail Agent Reporting

March 24, 2015 Last year, we released our Dovetail Agent Reporting module. Dovetail Agent Reporting is a full-featured web-based reporting module for Dovetail Agent that allows non-technical end users to create and edit reports and dashboards without IT support. A set of sample reports and dashboards are included. Because every business is different, it is expected that each customer will create their own reports and dashboards that are specific to their business needs. Here’s a quick visual walkthrough of the reporting module. Dovetail Agent From within Dovetail Agent, click the Reports link to access the reporting module. A user must have the reporting privilege to see this link.   Home Reporting home page, with links for creating a new report, accessing the admin console, online help, and help videos.   Sample Reports A set of sample reports and dashboards are provided.   New…

Watching cases in Dovetail – 2014 edition

August 4, 2014 A couple of years ago I posted about watching cases in Clarify / Dovetail. The idea is still a good one, and I’ve recently combined the idea of watching a case with the new tagging functionality that’s available in Dovetail Agent 5. Overview It’s not uncommon that we want to keep up with what’s going on with certain cases – specifically cases that are being worked by others. For example, a high priority case for a new customer may have been recently created, and even though its being worked by someone else, I still want to keep abreast of what’s happening with it. Or perhaps the customer I’m going to visit next week has a case open that I want to stay in the loop on. Or I want to follow how one of my guys is dealing with a…

Charting case trends

June 12, 2014 Recently I was looking to put a report together that would track the total number of cases that are open on a daily basis, and graph that as a trend. This is fairly tricky to do with baseline data. It would be easier if I had a query that ran every night and simply recorded the total number of open cases at that point in time. All I need is the count, not the actual data. Then I would have a set of records that I could build a report with. My first thought was to create a simple script that would run the query, then set this up as a Scheduled Task to run nightly. Then I could store the results somewhere in the database. Then I realized that this all sounded familiar – this is Trend Tracker. Trends…