General configuration - Advanced Report

Owned by Yoanna Petkova
Last updated: Oct 22, 2021 by George Stoyanov (Nemetschek BG)
2 min read

With our app Service Desk Agents can configure which requests and fields to be visible to the customers.

  • Show Advanced Requests Report on the portal -> If enabled, the Customer Portal will display the Advanced Reports button and the customers will be able to see the new report.

  • Show all requests in the report -> If enabled, the Customer Portal will display not only requests that they or someone in their organization created but all created requests.
    Note: If you select this option an alert message will be displayed to confirm your choice.

  • N columns selected -> The Service Desk Agent selects which fields to be displayed in the Customer Portal Report. These are additional columns that the customer can add / remove in the report.

Don’t forget to save the configuration. When the confirmation box shows up, you are all set up.