Using Predefined Reports in Zoho Desk

Using Predefined Reports in Zoho Desk

Zoho Desk provides a collection of predefined reports that are designed to offer instant, out-of-the-box customer support insights. Each report provides access to relevant data required for various purposes. The reports can be further tailored to meet your unique requirements. When you can't find a report that addresses your needs, you can always create a custom report to access the required information.

Zoho Desk provides more than 15 predefined reports for the users' benefit. These reports are distributed across different modules in Zoho Desk. The modules are as listed below:

  • Ticket Reports
  • Article reports
  • Account and Contact Reports
  • Product Reports
  • Tasks Reports
  • Customer Happiness Reports

List of Predefined Reports
Here is a list of the predefined reports available under the different modules.

Report NameDescription
Ticket Reports
Tickets by ModeTickets based on their origin or channels.
Tickets by ContactTickets based on their contacts.
Tickets by AccountTickets based on their customer accounts.
Tickets by StatusTickets based on their status such as New, Onhold, Escalated, etc.
Tickets by PriorityTickets based on their priorities such as High, Medium, and Low.
All Overdue TicketsTickets that overshot the due date and are not resolved on time.
Tickets Overdue NowTickets that are overdue and currently open/pending.
Article Reports
Popular ArticlesNumber of comments for articles.
Account and Contact Reports
Contact Mailing ListList of contact address details.
Accounts by IndustryAccounts from various industries.
Task Reports
Tasks ReportList of all the tasks based on the due date and the status of their tickets.
Product Reports
Products by CategoryProducts based upon their category.
Products by Support Termination DateProducts list whose support discontinued during the current month.
Products by TicketsProducts and the list of tickets associated with the products.
Customer Happiness Reports
Customer Happiness for AgentsLists the percentage of ratings received by agents in comparison to the overall ratings.
Customer Happiness AnalyticsLists the customers' ratings and feedback received by the agents.
Customer Happiness ComparisonGraphic representation that plots the ratings received over different time periods.

    • Related Articles

    • Creating Custom Reports in Zoho Desk

      You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the tickets module linking other modules such as Contacts, Accounts, Time Entry, and others. Types of Report ...
    • Working with Static Reports

      Static Reports are tabular reports that consist of an ordered set of fields in columns, with each row representing a ticket. As its name suggests it is generated for certain predefined filter parameters, that cannot be changed. A report of tickets ...
    • Predefined and Custom Ticket List Views

      List Views are used to group records based on a defined set of criteria. For example, you can view a list of Open tickets that are unassigned, a view for tickets that are overdue, or a view for tickets that are created in the last week. This way ...
    • Scheduling Zoho Desk Reports

      You can automatically send reports to your colleagues, executive management, and non-Zoho Desk users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports will be delivered to ...
    • Predefined and Custom Activity Views

      The Activities module is where you can create and keep track of all the tasks, meetings, demos, calls, and events. Each activity has vital information on the start time, duration, priority level, status, and other parameters that can be accessed from ...