Billing & Accounting Info w/ Notes Time Report Generation...

Hello:

We currently are using an external trouble ticket system and exploring moving over.

However, we have been using Goto Resolve to Remotely Manage, Monitor, and provide support across 6 different tenants of clients that we support.

Currently, as mentioned we are using the external system to document not only the fixes as we go but also our billable info which we use monthly to bill back to our clients.

I have yet to identify how to easily do this inside of Goto Resolve. And I am convinced that I am just overlooking something that is really easy that I have just missed in all the tutorials or setups I have checked out.

I just simply want a way on a monthly basis to generate a report per tenant that shows the following information in a nicely organized way to be used to inform the clients of the work preformed as well as allow our billing of the time spent remotely supporting them:

Number of hours / minutes spent in total remotely connected to devices
Which machines were remotely accessed and for how long and why?
Updates preformed that Month
All info either per tenant or per devices. (We do not need internal agent data)

I may be approaching this from the wrong direction and hope to eventually integrate more into the Goto Environment and available tools; but I need to resolve this for now.

Thanks,
T

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TamerZiady

Like I said, this is likely the solution. Just waiting to get time and the end of the month when we run these reports.

Thanks!

GlennD

@TamerZiady I've talked with our team and they were able to create a custom report similar to what you are looking for. Someone from the team will be reaching out to you via email to discuss your needs further.

TamerZiady

@GlennD

Thank you so much for your response. I have actually tried and have failed to produce a report that comes anywhere close to what I am looking for.

It would seem easy; but no matter what I try I cannot get it to work as I wish.

I know there are data variables / data buckets that the system uses to create the reports.

Is there a list of what those are?

I mean I know I am an old foggy and just want to do it the old way; but I think I would be more successful if I can just see what data is being collected and work on setting up report myself.

Again, thank you for your response.

Cheers,
T

GlennD

Hi @TamerZiady, welcome to the community.

There are a number of built-in reports available that are documented here, plus you can also create your own custom reports by describing what you want.

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