Automate a daily open-ticket backlog aging report

A nine-day-old ticket looks the same as one from this morning. A scheduled agent reads your helpdesk daily, buckets open tickets by age, lists the oldest, and drafts a report its department head reviews and you approve.

What you’ll set up

Connections

Helpdesk tickets (read) · Required

Reads ticket status, created and updated dates. Read access is enough; no tickets change.

Upgrades

Delivery (channel or inbox)

Delivers the approved report to your channel or inbox.

Inputs

Age bucket boundaries (days) · Optional

List, default 2, 5, 10

Queues or groups to include · Optional

List, no default

Tickets that are old on purpose · Optional

Text, no default

Ready by · Required

Time, default 08:00

Brief · Required

Text, prefilled and editable during setup.

Runs

Runs every day at 08:00

Done by Business analyst

You approve before anything goes out.

Set up this job

You approve every report · Free to start

How it runs

One agent does the work. Its department head reviews it, then you approve.

  1. 1Business analyst

    Runs daily at 08:00 and prepares the report from your connected sources.

  2. 2COO · Review

    The department head reviews the report before it reaches you.

  3. 3You

    You approve before anything goes out.

What you get

Sample, not live dataSample backlog report (Sample, not live data)

Sample, not live data. Counts and references are invented.

Open tickets, 9 Nov (sample)

Total open: 41 (3 more than yesterday). Pending tickets are included in the open total.

AgeOpen totalof which pending
Under 2 days143
2 to 5 days125
5 to 10 days94
Over 10 days62

Oldest

ReferenceAgeStatus
#104214 daysopen
#101912 daysnew
#103111 daysopen

Needs your approval before it is sent.

Why backlogs go unseen

A helpdesk view shows what is open, not how long it has been open. A ticket waiting on your reply for nine days looks the same as one that arrived this morning, until the customer writes again. The fix is dull and useful: every day, count open tickets by age, and name the oldest. Seeing the same references on the list three days running is what prompts someone to act.

How the scheduled job works

You add the job and grant read access to your helpdesk. Each morning a scheduled agent lists tickets that are not yet solved, using ticket status and created-at fields. Zendesk, for example, exposes new, open, pending and hold statuses. The agent sorts tickets into age buckets you choose, such as under two days, two to five, five to ten and over ten, and splits each bucket by status. It then lists the ten oldest tickets with reference, status and last update date, and notes how many tickets were created since the previous report. It reads and reports. It does not reply to customers, reassign or close anything.

Review and approval

Before the report reaches you, the department head agent checks it: do the bucket counts add up to the open total, are pending tickets, which wait on the customer, kept apart from tickets waiting on you, and is any ticket listed twice. Then you approve, edit or skip the report, and nothing is delivered until you do. Tell the agent in the notes field about tickets that are old on purpose, such as a feature request parked for next quarter, so they stop topping the list.

What to do with it

Use the report as a morning triage list, not a score. If the over-ten bucket keeps growing, the problem is capacity or routing rather than one slow ticket. If most old tickets are pending, the issue is follow-up on the customer side and a reminder may help. Pair it with the weekly satisfaction report to see whether slow tickets are the ones getting low ratings.

Questions

Start with one report

Set up this job

You approve every report · Free to start