Using the Reporting Overview
The Reporting Overview gives a real-time snapshot of your help desk's key metrics. The overview helps you visualize the patterns and trends in incoming tickets, support channels, the response and the resolution times and happiness ratings. For example, you can view the backlog tickets over the last week, know the channels your customers most engage with, compare the response and the resolution times over a period, or view the overall and individual happiness ratings from your customers.
Accessing the Overview Tab
The Reporting Overview is the default landing page when you access the Reports module in Zoho Desk.
To access the reporting overview:
- Click the Reports module.
The Overview opens by default. - Select a Reporting Period from the drop-down menu in the upper-right corner.
You can select one of the six predefined date range: - Last 7 days
- Last 30 days
- Current week
- Last week
- Current month
- Last month
- Examine the information that appears within the widgets of the Overview tab.
Current Ticket Statistics
The first widget of the Reporting Overview provides you the current status of your tickets in Zoho Desk. They are:
- Open: The number of tickets that are currently open and being worked upon by your agents.
- Overdue: The number of tickets that are open and have overshot their due period.
- Unassigned: The number of tickets that are yet to be picked up by agents or assigned to them automatically.
When you click one of the above ticket stats, you will be taken to the appropriate ticket queue, i.e., overdue queue, open queue, etc.
You can also view the number of tickets that are new, closed and backlogged for the chosen period. The unique feature is that these metrics are presented in a dynamic chart to provide a greater perspective of your support center's performance.
- New Tickets: The number of new tickets created during the reporting period.
- Closed Tickets: The number of closed tickets during the reporting period. The closed tickets may not necessarily be created during the reporting period.
- Backlog Tickets: The average number of unsolved tickets during the reporting period. Backlog refers to the tickets that were left open at the end of each day. The backlog tickets may not necessarily be created during the reporting period.
To compare the tickets metrics:
- Select a Reporting Period from the drop-down menu in the upper-right corner.
- Click the individual stats block to view their data in the graph.
Select two or more stats block to compare their metrics. - You can hover and click on the data points to see the daily figures for the metric.
Traffic Analysis
Traffic analysis will display the percentage of tickets that were created from each of your support channels enabled in Zoho Desk. The donut graph will also show the count of tickets alongside each channel. Monitoring the ticket traffic will help you know whether your company has enough agents to cover demand per channel.
Average Ticket Reply Time
When your customer has a question, they want an answer. And most don’t want to wait a day or two for you to get back to them. So you must look at the amount of time it takes for your agents to respond and resolve tickets. The following metrics makes the most sense when monitored in your Zoho Desk:
First Response Time
It is the number of minutes (or hours) elapsed between the time a customer submits a ticket and the time an agent responds to the customer. Only the time it takes for a response after a ticket was first opened will be taken into account. Ideally, your first response time should decrease over time, as it has a direct impact on your customer happiness ratings.
Response Time
Response time is the average amount of time it took for every agent response rather than for every ticket. Only the tickets whose responses were sent during the chosen period will be taken into account. It helps you figure out how long your customers wait for a response to all of their queries and not their first query.
Resolution Time
This metric shows the average amount of time it takes for your agents to resolve a ticket after it has been opened. The resolution time is counted from the moment the ticket is created to the moment the ticket is marked as closed.
Happiness Ratings
This widget will display the percentage of customer satisfaction achieved by your customer support team. It will also display the percentage of each rating (positive, neutral and negative) along with the total ratings received. You can track the performance of your support team as you select different reporting periods from the drop-down menu.
Related Articles
Reporting on Customer Happiness
Zoho Desk provides you with prebuilt reports on happiness ratings for agents. These reports are quite detailed and provide an informative collection of rating statistics that can be used as it is. The three default reports are namely: Customer ...Setting up Customer Happiness Rating
Listen to the voice of your customers by enabling customer happiness ratings in Zoho Desk. Happiness rating helps you get a glimpse of what your customers think about the support they receive at the end of each response or closing their ticket. The ...Viewing Happiness Rating Score
To understand your customers better, you need to be attentive to them whenever you are in touch with them. Zoho Desk allows you to monitor your customers' happiness score from 3 specific areas: Ticket Details Page Contact List & Details Page Account ...Radar App for Managing Your Help Desk
Radar, a supplementary app to Zoho Desk, provides a quick overview of vital customer service stats. Using this compact app, both help desk managers/admins and customer support agents can easily manage workload and track performance anywhere, anytime ...Using Automations for Happiness Ratings
Typically, happiness rating is a placeholder [${Cases.Customer Happiness Rating}] that contains the rating question and the answer links. The placeholder, when inserted into an email template, can be sent to your customers using the automation rules ...