Reports: Company and User

We're particularly fond of the Company and User reports for one big reason: total accountability. At a glance, the Company report shows you how many customers you're helping, as well as how many replies you're sending on average. 

Drill down into the User report and you're able to see every single conversation your team members have touched, along with individual productivity metrics across the board.

Standard plans can report on the last 2 years of data. Plus and Pro plans can report on data for the lifetime of the account.

Users with the Reports: View reports permission can view the Company and User report data for any Inboxes they can access.

Report Overview

How do I measure individual performance? 

You'll find quite a few metrics on the User report, each capable of providing different insights. How you weigh those metrics is totally up to you and what's important for your team. These counts are pretty straightforward. Here's a quick breakdown: 

• All Channels is all about how many customers have been helped, and how many total conversations from all channels were handled. You'll also see which day of the week was busiest, alongside an average of conversations handled per day. 
• Email gives you a look at how email conversations were handled. You will see the number of replies sent and the response time, as well as resolution metrics. 
• Chat focuses only on the chat sessions, with the total number of chats, the wait time, duration, average number of messages per chat, and response time.  
• Phone shows the total number of phone conversations logged, how many were new conversations, and how many customers this affected. 
• Happiness shows you an overall glimpse of the ratings and feedback you've received from customers. You'll also be able to view the accompanying conversations and customer name for each rating.

What if I need to provide coaching on specific conversations?

The Conversation History section shows any conversations that have had any activity during your specified time period that this User has interacted with at any time. This will include any conversations this User replied to or modified during your specified time frame, as well any conversations this User has replied to or modified in the past that has some new interaction by any User or Workflow during your time frame. 

You'll notice some individual metrics in the table, each pertaining to that individual conversation. Click on the conversation number to load the conversation in a pop-up window. 

Metric Definitions

Pro-tip: Hold your mouse over the title of most metrics in reports to see a tool tip that explains that metric right in the report! 

Company Report