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View and Export Reports

Last updated Aug 16, 2024

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Overview

Reports provide a consolidated view of overview metrics, conversation channels, website conversations, conversation tags, team workload, online time, ratings, and contact tags. Export data for further analysis and reporting.

1. Overview

Review visitor, conversation, and rating data. Filter by time period.

Reports overview with conversation trend chart

2. Conversation channels

Review metrics by channel, including valid conversations, missed conversations, visitor messages, and average human-handled conversation duration. Filter by time, conversation tags, assigned team member, or region and export the results.

Conversation channel report with channel filter

3. Website conversations

Review visits and conversations by traffic source, landing page, and conversation page. Filter by time, conversation tags, assigned team member, region, or device and export the results.

Legacy website conversation report with trend chart

4. Conversation tags

Review tag usage for a selected period, including total conversations, valid conversations, valid conversation rate, missed conversations, visitor messages, and team-member messages. The data can be exported.

5. Team workload and online time

Review each team member’s workload, including conversation count, transfers, and average first response time. Filter by time and team member.

Team workload report

Select a team member’s name for a detailed service report, including invisible time, online time, and specific timestamps.

Team member online and invisible time report

6. Conversation ratings

Review rating details, such as positive rating rate and negative rating count. Filter and export the results.

Conversation ratings report with trend and distribution charts

7. Contact tags

Review usage counts by connected channel.

Contact tag report

Reports show only data from the past year. Review and back up data regularly.


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