Tech – Help Desk Support Type Trend

What is a Helpdesk Support Trend Report? Support type trend reports are considered helpdesk analysis tools and are used by support managers to review monthly metrics in case volume. Some of the main functionality in this type of report is that it dynamically displays monthly case statistics up to the current period. The report shows a trend chart on the top, and then summary statistics for the following support types: 1) Remote support, 2) Technical support, and 3) Telephone support. The detailed rows show the same call type metrics but by helpdesk location. You find an example of this type of report below.

Purpose of Support Type Trend Reports Technology companies use Support Type Trend Reports to easily analyze monthly trends in support case volume. When used as part of good business practices in helpdesk departments, a company can improve its support processes and automation strategies, and it can reduce the chances that managers don't have the right information they need for resource planning and cost control.

Who Uses This Type of Report? The typical users of this type of report are: Helpdesk managers, COOs, support team leads. Other Reports Often Used in Conjunction with Support Type Trend Reports Progressive helpdesk departments sometimes use several different Support Type Trend Reports, along with helpdesk dashboards, support ticket reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from helpdesk systems and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for technology finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Tech – Help Desk Support Type Trend in Solver? The Tech – Help Desk Support Type Trend is a pre-built xFP&A report template in Solver designed for technology organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for technology finance workflows.

Who uses this Solver report template? Finance leaders at technology organizations — including CFOs, FP&A managers, and technology finance teams — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Salesforce and subscription billing systems such as Binary Stream can also be connected for unified SaaS and technology metrics. Once connected, the template updates in near real-time with no manual data entry required.

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