Upvote 1

Onsite "Analytics" improvements

Queued Hamid Raza 9 months ago

It's a feature from the previous system. Basically, users can schedule reports for Customer Service metrics, automatically sent to Admin and cc'd to agents.


In the Analytic report, users should be able to:


- Choose the frequency of sending out reports.

- Choose the time, day, and date the reports should be received.

- Control the report format: table, pie chart, font, borders.

- Control the order and segmentation of data.

- Apply filters like date, star rating, keywords, metrics, responsible agent, team, etc.

- Control the file format: png, pdf, csv, or excel (Currently we only support CSV and Excel).

- Once a report request is made, it can be duplicated for easy modification.

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