Harness the Power of Custom Reports

The HappyFox dashboard is a thing of beauty. At any given minute, you can checkout the key metrics of your support process from a bird’s eye view. From ticket inflow to status and priority, things that matter are presented in a visually sumptuous format. Consider this the vital stats of your support team over the past week and it’s perfect for arriving at business decisions on the fly.

Dashboard
Dashboard

But, most of us need to do more with our data. Mixing and matching various sets of data might end up offering valuable insights about the state of the support infrastructure in place. We understand the concern, and that’s the reason we have built the ability to pull custom reports in HappyFox. Custom reports offer you a variety of ways to put multiple data points together and come up with charts and graphs, which then end up enlightening you about interesting trends that otherwise might have gone unnoticed.

Creating a New Report
Creating a New Report

After logging into your HappyFox account, head over to the Reports section. Name the report appropriately and you can even add a brief description explaining what this report is all about for other users of the HappyFox account.

Adding Data Sources
Adding Data Sources

Now, we come to the interesting part of the reports section – adding Data Sources. Every single aspect of the ticket is up for closer inspection. Not only that, HappyFox also allows you to add the custom fields you have created so far to be used as well! Besides, you can add multiple data sources and collate all the data together in any manner you please.

As you can see, you have the option to create reports with certain mandatory data sources as well as some optional additions. Each data source can have a condition, which in most cases is a check if data is available or not.

Allowing Access
Allowing Access

And, as the last step, access to the custom report can be restricted to a select group of users helping you keep internal numbers private. As soon as the report is run, a quick rundown of numbers from the data sources is put right in front of you just like in the case of the dashboard.

Chart View
Chart View

The numbers are followed by a colorful graph that visually showcases the ebb and flow of tickets based on the selected sources. By default, the graph shows the ticket status over a period of time, but you can toggle it to display assignment and priority visually as well.

Pie Charts
Pie Charts

To see the numbers for a particular day, just hover the mouse over that day in question. This wealth of information isn’t locked away and it can be downloaded in CSV or Excel formats for internal use. Pie charts are like icing on the cake and they throw more light into the stats.

If you offer a Service Level Agreement to your customers, then you will really appreciate the SLA section of the reports. A precise breakdown of SLA performance ensures that you are always on top of one of the key metrics of your business.

Stats
Stats

That isn’t everything. The table view at the fag end of the page offers equally compelling information too. Toggle between the views and you will be surprised to see some juicy nuggets of information from the data sources you are analyzing. Response Stats and Staff Performance views are two of my favorites!

What’s your thought on the Custom Reports feature? Got any suggestions to make it better? Sound off in the comments section!