What can be filtered
A chart can differ from the main Tickets list because it uses its own dates, company, metric definition and exclusions. A top-submitters chart also shows only a limited number of names. A missing label does not mean tickets were lost.
Investigate an unexpected count
1
Check the dashboard context
Confirm the dashboard, the company and the dates. Read the widget label. Different charts can use different periods.
2
Inspect the tickets
Click a supported chart segment or summary card to open its ticket list. Compare the same company and dates. See Inspect dashboard tickets.
3
Ask your MSP about exclusions
Give the MSP the dashboard name, the widget, the dates and the label or ticket you expected. Ask if a submitter, ticket type, recurring ticket rule or user access setting explains the difference.
What exclusions do not do
Exclusions are display filters for the widgets that use them. They are not access controls, they do not stop recurring tickets in your PSA, and they do not change external dashboards. Other pages and reports use their own rules. If your concern is access to sensitive records, ask your MSP to review user permissions.Troubleshooting
Frequently asked questions
Do dashboard exclusions delete or close tickets?
Do dashboard exclusions delete or close tickets?
No. They filter widget data only.
Can I change exclusions just for my company?
Can I change exclusions just for my company?
No. They are tenant-wide MSP settings. Ask your MSP.
Does excluding a ticket type remove it from every dashboard total?
Does excluding a ticket type remove it from every dashboard total?
No. It applies to type breakdown charts.
Does Exclude Recurring Tickets stop new recurring tickets?
Does Exclude Recurring Tickets stop new recurring tickets?
No. It filters supported dashboard data. Your PSA’s schedule is unchanged.
Are recurring tickets from every PSA detected?
Are recurring tickets from every PSA detected?
No. Detection covers the Autotask recurring ticket format.
Can exclusions protect confidential ticket data?
Can exclusions protect confidential ticket data?
No. They are display filters, not permissions.
What should I send my MSP about a missing value?
What should I send my MSP about a missing value?
The dashboard name, widget, company, dates and the ticket or label you expected.