KDesk Analytics

This article explains the current Analytics feature in KDesk, including the report builder, report types, filters, downloads, reusable templates, and scheduled analytics templates.

How to Access Analytics

In the left sidebar, open the Analytics section and select Analytics or Report Templates. These pages are shown to account owners and to members with the permission View logs.

Analytics Builder

Report Types

Filters

The filter rail on the right side of the builder supports multi-select filtering for Categories, Statuses, Priorities, Analytic codes, Log types, and Contacts. Category, status, priority, and analytic code filters also allow custom typed values.

Downloads and Datasets

When a report result is available, KDesk can download the output directly from the results panel. JSON downloads provide the full saved report result, while CSV downloads provide sample-based export data for the selected dataset.

Templates and Scheduling

The analytics builder can save the current configuration as a template or update the template that was opened into the builder. A saved template stores the report definition, schedule in minutes, recipient notification emails, attachment settings, and the selected report type.

The Report Templates page supports Search, Open in builder, Run, Schedule, and Delete. Schedule management is minute-based. Clearing the schedule removes the recurring run. Each template card also shows its Last run, Next run, and current schedule state.

Using Saved Templates

Saved analytics templates can be reopened in the builder, run again on demand, updated, scheduled, or deleted from the Report Templates page. This makes it easier to reuse the same reporting setup without rebuilding the filters and timeframe each time.