Ticket insights

SECURITY  Security level with Admin permission to configure Service Desk (Tickets). Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Service Desk (Tickets) > Ticket Categories > context menu for selected category > Edit > Insights tab

The following is a list of insights that are available for ticket categories. For more information about using insights and adding them to categories, refer to The Insights tab. To open the page, use the path(s) in the Security and navigation section above.

NOTE  Several insights for this category can be customized by adding up to ten system fields or user-defined fields to the insight on a per category basis. These fields can then be viewed by clicking the Additional Information link that will appear at the bottom of the insight. For more detailed information on which insights can be customized and how to do so, refer to Customizing Insights.

Insight Name Description
Time Summary (Total Worked)
 This insight displays the total amount of time worked on the ticket and compares it with the estimated time.
If the Estimated Hours field is populated, a progress bar is displayed indicating how worked hours compare to estimated hours.
If the ticket is associated with a Taskfire ticket, the Taskfire hours and a total of the service provider and Taskfire hours are displayed separately.
Time Summary (Billable vs. Non-Billable)
 This insight displays the amount of billable and non-billable time worked on the ticket and compares it with the estimated time.
If the Estimated Hours field is populated, a progress bar is displayed indicating how worked hours compare to estimated hours.
If the ticket is associated with a Taskfire ticket, the Taskfire hours and a total of the service provider and Taskfire hours are displayed separately.
Activity Summary
 This insight displays the total number of time entries, notes, and attachments that have been associated with this ticket.
The lower section indicates at what time the most recent activity was carried out on this ticket and the name of the resource who performed the activity, when the ticket status changed last, and at what time the first response on this ticket was recorded.

Note that the First Response (the moment the Ticket Status is changed to something other than New) can be an automated process, such as a Workflow Rule that acknowledges receipt of the ticket. Until that process is completed, a placeholder Unknown will be displayed. It is replaced with the name of the resource within a minute or so.

Worklist

 This insight displays a list of all users whose work list a ticket or task is in. The primary resource is listed first, followed by all secondary resources.

In the Watching section, you'll see a list of resources who are neither the primary nor the secondary resource but who have this ticket in their work list.

The note icon to the right of a resource opens the Ticket Note page with the check box for the primary resource selected. If the resource is not the primary resource, their email address is populated in the Other Emails field. At the bottom of the insight, a links allows you to create a ticket note that notifies all listed resources.

If a resource's stopwatch is currently running on the ticket, a stopwatch symbol appears next to their name.

Service Thermometer

 This insight tracks the feedback that is collected by the service thermometer fields: Current Rating, Previous Rating, and Thermometer Temperature.
  • The current and previous rating are represented by an emoticon.
  • The thermometer temperature is the sum of all feedback clicks and is displayed as an integer.

When the customer clicks the happy icon on a notification email, the temperature increases by +1, the unhappy icon reduces it by -1, and the neutral icon is worth 0. Feedback is limited to one per notification email. Refer to The Service Thermometer.
Insight Name Description
Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site./Contact

This insight displays links to the ticket organization's detail page and, if there is one, the parent organization Your Autotask instance may be configured to use one of the following terms instead: Headquarters, Parent Account, Parent Client, Parent Company, Parent Customer.'s detail page. It displays the ticket organization's Site Configuration information and the name of the account manager with a notify link icon. It also shows the organization address and phone numbers, and a View Map link, followed by the counts of all open tickets for the organization and tickets created within the last 30 days. The ticket counts link to ticket drill-in table widgets.

The lower half of the insight displays a link to the ticket contact's detail page, a notify link icon, and a listing of the contact's title, location (where applicable), phone numbers, and email address. It will indicate if the person is the Primary Contact for the organization. It also displays the counts for all open tickets for the contact and tickets created within the last 30 days. The ticket counts link to ticket drill-in table widgets.

NOTE  This insight can be customized on a category. Up to ten system fields or user-defined fields can be added to the insight. These fields can be viewed by clicking the Additional Information link that will appear at the bottom of the insight. For more information, refer to Customizing Insights.

Organization

This insight displays links to the ticket organization's detail page and, if there is one, the parent organization's detail page. It displays the ticket organization's Site Configuration information and the name of the account manager with a notify link icon. It also shows the organization address and phone numbers, and a View Map link, followed by the counts of all open tickets for the organization and tickets created within the last 30 days. The ticket counts link to ticket drill-in table widgets.

Unlike the Organization/Contact insight (available for tickets, devices Your Autotask instance may be configured to use one of the following terms instead: Asset, Configuration Item, Installed Asset, Installed Product., and opportunities only), this insight also displays the Organization Number, Website, and Average Organization Survey Rating.

NOTE  This insight can be customized on a category. Up to ten system fields or user-defined fields can be added to the insight. These fields can be viewed by clicking the Additional Information link that will appear at the bottom of the insight. For more information, refer to Customizing Insights.

Contact

This insight displays a link to the ticket contact's detail page, a notify link icon, and a listing of the contact's title, phone numbers, and email address. It will indicate if the person is the Primary Contact for the organization. It also provides the counts for all open tickets for the contact and tickets created within the last 30 days. The ticket counts link to drill-in table widgets.
Unlike the Organization/Contact insight, this insight displays the Contact's External ID and Average Contact Survey Rating.

NOTE  This insight can be customized on a category. Up to ten system fields or user-defined fields can be added to the insight. These fields can be viewed by clicking the Additional Information link that will appear at the bottom of the insight. For more information, refer to Customizing Insights.

Organization Primary Contact

The Organization Primary Contact insight displays the same data and functions available on the Contact insight but for the primary contact of the ticket's organization. If the primary contact is associated with a location, it is displayed, as well.

NOTE  This insight can be customized on a category. Up to ten system fields or user-defined fields can be added to the insight. These fields can be viewed by clicking the Additional Information link that will appear at the bottom of the insight. For more information, refer to Customizing Insights.

Additional Contacts
 The Additional Contacts insight displays the names, titles, and contact data of the first three additional contacts associated with the ticket. Clicking All Additional Contacts will expand the insight so all additional contacts can be displayed.
Location

 This insight displays additional information about the organization location associated with the ticket, including the address, phone numbers, and open tickets.
Opportunity

Tickets that are created when an opportunity is closed remain linked to the opportunity. This insight displays basic information about the opportunity including the following:
• The name of the opportunity
• The opportunity owner
• The organization contact associated with the opportunity
• The opportunity status
• The name of the primary quote associated with the opportunity
The opportunity, organization contact, and quote names link to detail pages.

NOTE  This insight can be customized on a category. Up to ten system fields or user-defined fields can be added to the insight. These fields can be viewed by clicking the Additional Information link that will appear at the bottom of the insight. For more information, refer to Customizing Insights.

Kaseya Quote Manager Sales Order

Is there a Kaseya Quote Manager (formerly Datto Commerce) sales order associated with this ticket? This insight will display high level information about the sales order, including:

  • Sales Order (link): click to open the sales order in Kaseya Quote Manager
  • Sales Order Status (Draft, Cancelled, Approved)
  • Sales Order Fulfillment Status (Unfulfilled, Part Fulfilled, Fulfilled)
  • Sales Order Date

If Related Purchase Orders exist:

  • Purchase Order IDs (links): click a link to open the purchase order in Kaseya Quote Manager
Projects
 This insight lists the five most recently started projects, (not template or baseline) for the ticket's organization and provides the project's status, start and end dates, and links to the project's summary page. Template and baseline projects are not included.
Insight Name Description
Device

This insight displays information about the device associated with the ticket that is not available on the Device section on the Details panel:
• Device name (with a link to the item) and status
• Serial number, reference number, and reference name
• Device contact
• Installed on date
• Installed by resource and date
• Warranty expiration date
• Vendor
• Service Level Agreement
• Number of related (child or parent) devices
• Links to open and all tickets where the device or the additional devices are referenced
• Location (The Location field available for display in the Details panel reflects the ticket's assigned location. In most cases, if the ticket has a device, the ticket's location defaults to the device's location; however, the ticket's location can be manually edited and so could be different from the device location.)

How to read the SLA field:
• SLA name in normal text: ticket and device have the same SLA
• SLA name in red text: ticket and device have different SLA
• SLA name None in red text: device does not have SLA, but ticket does
• SLA name None in normal text: neither ticket nor device have SLA

NOTE  This insight can be customized on a category. Up to ten system fields or user-defined fields can be added to the insight. These fields can be viewed by clicking the Additional Information link that will appear at the bottom of the insight. For more information, refer to Customizing Insights.

Datto BCDR Device

Refer to Datto RMM and BCDR Device insights.
Datto RMM Device
 Refer to Datto RMM and BCDR Device insights.

This insight is available on devices and tickets linked to devices created in Kaseya VSA X.

Click on Device to open the corresponding record in VSA X.
Insight Name Description

Last 5 Tickets
Last 5 Tickets (Location)
Last 5 Tickets (Contact)
Last 5 Tickets (Device)

The Last 5 Tickets insights (4 separate insights) show you the five most recent tickets (by create date) for this ticket's organization, organization location, contact, or primary and additional devices. For each ticket, the insight displays the Ticket Number, Ticket Title, and Status. The ticket number is a link to open the Ticket page for each of these tickets.

The count of All Tickets (for Organization, Location, or Contact) is a link to a widget drill-in list of the tickets.

The Last 5 Tickets (Device) insight displays all tickets where the device is either the primary or an additional device.
Open Tickets for Related Device
 A device is considered related to another if it is either its parent or its child.
This insight helps users get a glimpse of current activity within the network of devices related to this ticket. It displays the five devices related to this ticket's device that have the most open tickets. For each device listed, it displays both the total number of open tickets and the number of tickets created over the past 24 hours that are still open.
The count of All Related Devices links to a widget drill-in table list of related devices. The count of All Open Tickets displays separate links to a widget drill-in list of all open tickets and all recurring tickets for all related devices.
Problems / Incidents
 This insight shows tickets that are either Problems or Incidents related to the current ticket.
• If this ticket is an Incident ticket, it displays all Problem tickets associated with this one (if any), followed by the sibling Incident tickets that share the same Problems (if any).
• If the ticket is a Problem ticket, only the Incidents section is displayed.
• If the ticket is a Change Request ticket, it displays the associated Problem tickets and child Incidents, if any.
For all ticket types, each Insight provides the ticket number with a link to the Ticket page, the Ticket Description, and the Status. Up to three Problem Tickets and three Incident tickets can be shown on the insight, but you can click All (Related) Incidents / Problems to show all others in a widget drill-in table.
Also Happening...

This insight provides key data about recent ticket activity for this ticket's organization, contact, location, parent organization (if any), and sub-organizations Previously: Subsidiary. Your Autotask instance may be configured to use one of the following terms instead: Sub-Account, Sub-Business Unit, Sub-Client, Sub-Company, Sub-Customer, Sub-Site. (if any).

You can view the count of, and link to a list of, the tickets created in the last 24 hours , closed in the last 24 hours , and currently in Waiting Customer status for each of these categories. If the ticket organization has more than three sub-organizations, data from the sub-organizations will be totaled.

The organization and contact names, and parent organization and sub-organization names (if any), are links to the detail pages for those items. Locations do not have a detail page.
Insight Name Description

IT Glue Documents

 This insight will show relevant documents from IT Glue.

For this insight to appear for a resource, the IT Glue integration must be enabled and the resource must have connected to their IT Glue account on their profile page. Refer to Integration with IT Glue and Managing your profile.

When a ticket with an IT Glue insight is viewed, the following will happen:

  • Autotask will pass information from the ticket to IT Glue. IT Glue processes the attributes through its rules engine and retrieves items that are relevant to the current ticket, devices associated with the ticket, and the ticket organization. For more information on setting up these rules, refer to Suggested IT Glue documentation in Autotask tickets.
  • The insight will display the Title and Last Updated Date of up to five items. If more than five items are available, clicking All at the bottom of the insight will open a list of up to 30 relevant items. The Title field is a hyperlink. Clicking on the link will launch a new window which will open the item in IT Glue.
IT Glue Flexible Assets

 This insight will show relevant flexible assets from IT Glue.

For this insight to appear for a resource, the IT Glue integration must be enabled and the resource must have connected to their IT Glue account on their profile page. Refer to Integration with IT Glue and Managing your profile.

When a ticket with an IT Glue insight is viewed, the following will happen:

  • Autotask will pass information from the ticket to IT Glue. IT Glue processes the attributes through its rules engine and retrieves items that are relevant to the current ticket, devices associated with the ticket, and the ticket organization. For more information on setting up these rules, refer to Suggested IT Glue documentation in Autotask tickets.
  • The insight will display the Title and Last Updated Date of up to five items. If more than five items are available, clicking All at the bottom of the insight will open a list of up to 30 relevant items. The Title field is a hyperlink. Clicking on the link will launch a new window which will open the item in IT Glue.
IT Glue Passwords
 This insight will show relevant passwords from IT Glue.

For this insight to appear for a resource, the IT Glue integration must be enabled and the resource must have connected to their IT Glue account on their profile page. Refer to Integration with IT Glue and Managing your profile.

When a ticket with an IT Glue insight is viewed, the following will happen:

  • Autotask will pass information from the ticket to IT Glue. IT Glue processes the attributes through its rules engine and retrieves items that are relevant to the current ticket, devices associated with the ticket, and the ticket organization. For more information on setting up these rules, refer to Suggested IT Glue documentation in Autotask tickets.
  • The insight will display the Title and Last Updated Date of up to five items. If more than five items are available, clicking All at the bottom of the insight will open a list of up to 30 relevant items. The Title field is a hyperlink. Clicking on the link will launch a new window which will open the item in IT Glue.

Passwords have a Show/Copy button that when clicked will add the password to the clipboard.

This is available for regular passwords. OTP and vaulted passwords cannot be copied, and the icon will be disabled.

NOTE  If the Copy icon is not displayed, the user doesn't have permission to copy. They may see a password returned in the list that they don't have permission to view.
Insight Name Description
Project
 This insight shows the status of the project to which this task belongs, along with the start date, end date, and how many days remain in the project, based on the current date.

NOTE  This insight can be customized on a category. Up to ten system fields or user-defined fields can be added to the insight. These fields can be viewed by clicking the Additional Information link that will appear at the bottom of the insight. For more information, refer to Customizing Insights.

Project (With % Complete)
 This insight displays the same data as the Project insight, but with two additional progress bars. These bars show how much progress has been made on the project in terms of both hours worked and tasks completed.

NOTE  This insight can be customized on a category. Up to ten system fields or user-defined fields can be added to the insight. These fields can be viewed by clicking the Additional Information link that will appear at the bottom of the insight. For more information, refer to Customizing Insights.

Project Activity
 This insight displays data similar to that available on the Activity Summary insight, but for the task's project. It also displays the three most recent time entries, notes, or attachments on the project and its tasks. It shows the user a summary of all of the activity occurring on the project at large.
Projects

This insight lists the five most recently started projects for the ticket's organization and provides the project's status, start and end dates, and links to the project's summary page. Template and baseline projects are not included.

Insight Name Description
Contract

This insight displays a summary of the contract associated with this ticket or this task's project. It contains:
• The Contract Name (with a link to the Contract Detail)
• The Contract Type
• The Current Retainer Amount / Block Hours / Tickets Remaining and Pending for the current active purchase (for Retainer, Block Hours, and Ticket Contracts only)
This calculation includes block hour multipliers. Refer to Rates and Multipliers.
• The Available Amount / Block Hours / Tickets Remaining as calculated using (Current Remaining - Pending / Open) (for Retainer, Block Hours and Ticket Contracts only)
This calculation includes block hour multipliers. Refer to Rates and Multipliers.
• The Contract Status (if the Contract is inactive)
• The Contract Start and End Dates
• A progress bar showing how many days are remaining in the contract

NOTE  This insight can be customized on a category. Up to ten system fields or user-defined fields can be added to the insight. These fields can be viewed by clicking the Additional Information link that will appear at the bottom of the insight. For more information, refer to Customizing Insights.

Billable Item Detail
 This insight displays data about the total number of billable billing items associated with the ticket. In addition to totaling the billable amounts for all of those items, it displays the billable amount subtotals for all posted and pending items, then further subgroups those subtotals by Labor and Other (non-labor billing items). Subtotal amounts are links to widget drill-in table lists of the billable items included in the subtotals. 0.00 can be drilled in if it links to items that were offset.
If at least one item included in the totals is associated with a contract type other than fixed price contract, a disclaimer indicates that the total includes items that are not directly billed.
Data is displayed only if the logged in user has security level permission to view contracts or if the user is an Account Manager or Account Team Member for this ticket's account and the system setting Allow Account Managers and Account Team Members to access financial data for their accounts, even if they do not have access to the Contracts module is enabled.
Non-Billable Item Count
 This insight displays data about non-billable items associated with the ticket. It displays a count of all non-billable items, followed by subtotals for posted and pending items, then further subgroups those subtotals by Labor and Other (non-labor billing items). Subtotal amounts are links to widget drill-in table lists of the billable items included in the subtotals.
Data will only display if logged in user has security level permission to view contracts or if the user is an Account Manager or Account Team Member for this ticket's account and the system setting Allow Account Managers and Account Team Members to access financial data for their accounts, even if they do not have access to the Contracts module is enabled.
Subscription

 This insight displays information about the subscription(s) that cover the ticket's device.
If multiple subscriptions are available, they are listed in the following order:
• Active and current (current date is within the coverage period)
• Not active but current / active but not current
• Not active and not current
Subscription names are links to the edit page for that subscription.
Vendor is the Subscription Vendor, which may be different from the Device vendor. The Vendor name is a link to the vendor's Organization page.
Financial Summary
 This insight provides data on the profit associated with the ticket. It displays the total revenue and cost for all charges, expenses, and labor associated with the ticket, followed by the calculated profit and the profitability (in %). Both pending and posted billing items are included in this total.
Revenue from labor is included regardless of the type of contract it is associated with. Revenue from non-billable items is not included in this total. If at least one item is included on the ticket that has a contract type other than fixed price contract, you will see a disclaimer that the total includes items that are not directly billed.
Data will only display if logged in user has security level permission to view Contracts, or if the user is an Account Manager or Account Team Member for this ticket's account and the system setting Allow Account Managers and Account Team Members to access financial data for their accounts, even if they do not have access to the Contracts module is enabled.
Insight Name Description

Documents

For organizations the user has permission to view, this insight displays all documents related to the ticket. The document Title and the Last Updated date of the document are shown. A Link icon indicates that the document contains a reference link to an external document.

For more information about documents, refer to Introduction to Knowledge Base and Documentation Management.

NOTE  The Documentation Management functionality is included in the Autotask Premium edition and the Ultimate edition. For customers with the Essential edition, the Document Management module is disabled.

In Work list
 This insight displays a list of all users whose work list a ticket is in. The primary resource is listed first, followed by all secondary resources.

In the Watching section, you'll see a list of resources who are neither the primary nor the secondary resource but who have this ticket in their work list.

The note icon to the right of a resource opens the Ticket Note page with the check box for the primary resource selected. If the resource is not the primary resource, their email address is populated in the Other Emails field. At the bottom of the insight, a link allows you to create a ticket note that notifies all listed resources.

If a resource's stopwatch is currently running on the ticket, a stopwatch symbol appears next to their name.
Knowledge Base
 This insight displays all Knowledge Base articles associated with this ticket and all articles associated with the primary device's category. The article Title and the Last Updated date of the article are shown. A Link icon indicates that the article contains a reference link to an external knowledge base article.

For more information about content types, refer to About Knowledge Base articles.
LiveLinks
 This insight displays all active LiveLinks for the Ticket entity, allowing users to more easily access them or emphasize them.
Survey Scores
 This insight displays the survey score for the ticket's organization and contact. The number of surveys included in the organization and contact data is also shown.