Overview
Use the Tickets report to understand ticket volume, completed work, automation activity, and individual ticket outcomes. Open Reports > Tickets in the Shasta provider portal, or go directly to app.shasta.health/provider/reports.Choosing a date range
The Tickets report uses the date range picker in the upper-right corner.- Click the date range button.
- Select a start and end date.
- Use the left and right arrow buttons to move the current range backward or forward by the same amount of time.
What you see
- Total Tickets: the number of tickets matching the current date range and filters.
- Total Browser Steps: the total number of browser automation steps used by the matching tickets.
- Tickets by Time of Day: ticket volume grouped by hour.
- Tickets by Day of Week: ticket volume grouped by weekday.
- Ticket table: a detailed list of matching tickets.
Filtering tickets
Use the filter toolbar above the charts and table to narrow the report.- Assigned To filters tickets by assigned team member.
- Title searches ticket titles. Use it to narrow the report by workflow or ticket type, such as insurance, fax, or calls.
- Status filters by ticket status. The default view starts with completed tickets.
Opening and managing tickets
Click a ticket title to open the ticket in a new page. From the table, you can also select rows with the checkboxes to perform bulk actions, including changing status, applying tags, or deleting selected tickets if your account has access to those actions.Review completed ticket work
- Open Reports > Tickets.
- Set the date range you want to review.
- Keep Status set to Completed, or adjust it to compare other statuses.
- Use Title search to focus on a specific workflow, such as insurance, fax, or calls.
- Open ticket rows to review the underlying work.