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Tickets Module

Staff App: Tickets Module

Written by Scott Pfeifer

Overview

The Tickets Page provides the ability to search through, sort, filter, and export all data contained within tickets in a spreadsheet format. Tickets and appointments are separate objects. A customer generates a ticket immediately when they join a queue as a walk-in, whereas an appointment generates a ticket automatically shortly before the appointment is scheduled to begin. For reporting specific to data contained within appointments, see Search Appointments Page. For reporting specific to data contained within availabilities, see List Availability Page. For all other types of data reporting, see Reports Page.

View Tickets Data

  1. Select Tickets from the left-hand navigation

  2. Optimize your data view by using any of the following functions:

  • Enter text in the search bar to search

  • Choose the date range from the dropdown next to the "Show" text

  • Drag to reorder columns

  • Select column headers to sort columns

  • Hover over a column header then select the hamburger menu to filter columns

Export Tickets Data

  1. Select the export button at the top right of the page

  2. Optimize the parameters of the export in the Report Settings and Filters window that appears

  3. Select the Export button to download the data as a Microsoft Excel spreadsheet to your browser's default download folder

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