How do I filter tickets by provider?
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Eccup Software · How do I filter tickets by provider?
Oliver asked how to filter the ticket view by care provider. Bethan Lister gave grouping and saved view steps in June 2024.
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As at Fri 9 Oct 2026Oliver asked how to filter the ticket view by care provider. Bethan Lister gave grouping and saved view steps in June 2024.
Problem: Oliver Rushworth could not filter the ticket view to one provider, so his team exported to a spreadsheet. Handling: Bethan Lister explained grouping by provider and saving the view, with no setting needed from BG-Demo. The ticket was solved on 4 Jun 2024. Watch: The evidence does not show whether the grouped view met the team's needs.
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Updated 9 Oct 26Prioritylow
Statusclosed
Categoryhow_to
Channelemail
First response (min)518
CSAT3
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created · Oliver Rushworth 10 May 2024 11:55Hi, we're trying to read tickets by care provider in B-Viz, but I can't see how to filter the ticket view down to one provider at a time. Our customer success team has been exporting to a spreadsheet to get round it. Is there a setting I've missed, or does it need setting up on your side? Not urgent, but it would save us a lot of hand work. Thanks, Oliver- Public reply · Bethan Lister 10 May 2024 20:33Hi Oliver, just so I've got this right: you want the ticket view filtered by provider, with the same filter applied to renewals and usage. You don't need a setting from us for the first part. First, open the ticket view and group by provider so each one shows as its own block. Second, save that view so your team can reuse it. Can you try that and tell me what you see? Thanks, Bethan
- Status change · 8 Jun 2024 23:59
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