Performance report in Customer Service

The Performance tab on the Reports and Charts page shows how quickly operators process requests.

The pages display the period when requests were received, the employees responsible, the services, the number of requests, and the average time spent in each status.

These indicators can be used to find out how much time each processing stage takes for different employees and to identify differences in the work speed for different services.

If certain stages take too much time, measures can be taken to eliminate disruptions in work.

Create a performance report

By default, the report template is displayed on the page. To fill it with data:

  1. Click the edit-icon icon on the template to open the edit form.
  2. Set the period.
  3. Specify the service and the person responsible.
  4. Click the check mark.

The template will be replaced by a page filled with report data. To add another report, for example, for another person responsible, click the plus-icon-cs icon.

Generated reports can be rearranged. To do this, click the rearrange-icon icon and drag the page. Unnecessary pages can be deleted by clicking the recycle bin icon.

If you need to change the display period, add several services and responsible employees, edit the data by clicking the edit-icon icon on the report page.

Save performance report

  • Save the report. To do this, after creating the report, click the Save button in the upper right corner of the page and enter a name. The report will be saved in the system. Use the search in the Saved Report field to open it.
  • Download the report data in the .xlsx or .pdf format to your computer. Click the export-icon icon, select the format, and click the Export button.

View performance report details

The report page displays the average processing time for requests. Click on the time to the right of the status name to view detailed information about each request: priority, creation date, employee responsible, customer, and the exact time in the current status.