Run a service request created report
Build a period list of tickets created (any status), optionally grouped by type, for a board pack. You need access to Reports.
- Open Reports.
- Click Templates.
- Open Service requests created for a flat list, or Service requests created by type for the same rows under type headings. They are marked Pre Set.
Tip: Open service requests is the live queue (status Open). The created presets include closed and cancelled tickets. MCC only stores a copy when you run or schedule one.
- Run the template.
- When it is ready, click Open HTML, Open PDF, Open XLSX, or Email.
- To send it every month, open Scheduled, click New schedule, pick that template, and add Created At · Within the last (days) set to 30 if the template has no date filter.Service requests created template — Templates list highlighting Service requests created and Service requests created by type
Tip: Grouping by type is section headers in the list, not a chart. Excel row count is the period total.
Result: You have a period list you can open or email. The Home Service Request dashboard is the live open queue — it does not replace this report.
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