Insights User Guide
Feature - Time entry search
Note: Once playing, check the video quality
is set to
1080p HD and view in
full screen mode for best experience.
Video duration:
1m 38s - Last updated:
15 July 2024
Quite often, a technician may remember working on a similar problem but can't pinpoint when it was or what they did.
Using Insights' advanced time entry search, you can quickly and easily search for keywords on any ticket.
Click the magnifying glass icon in the menu to access the time entry search
The search period defaults to the past year but can be changed to search through different time periods.
The search feature defaults to the current client, but clearing the client name will search through all clients.
Clear the company name to search all clients
Search results are presented in a list, by default scored by the relevance of the keyword. They can also be ordered by the ticket date or the number of work hours recorded against each ticket, and filtered by current technician or by the staff member who raised the current ticket.
Insights time entry search results
When hovering over the results, you can open the tickets in a new tab, or use the summary feature to see the work that was carried out and how it was solved.
You can summarize or open a search result ticket