Built around customer satisfaction ratings, the Happiness report is a simple but powerful tool used to measure customer experience. Ratings are calculated both for the help desk as a whole, divided between email and chat, and the individual team member. Evaluating satisfaction ratings and comments is a great way to identify trends in team performance.
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 Happiness report data for any mailboxes they can access.
Are customers happy with the support they're receiving?
Ratings alone don't answer that question entirely, but they sure do help. At a glance, the Happiness report shows you how many ratings you've received within your filtered time period, and what percentage of those ratings are Great, Okay, or Not Good. You can also hover over each percentage to see an exact count.
How can I review specific ratings?
Take a look at the table view just below the graphs. You'll find a sorting bar that will allow you to sort conversations by rating. Keep in mind that not all conversations will have a comment. Once you click on the conversation number, it will display in a modal window.
What different types of conversations get ratings?
Emails and Chats both have methods for gathering ratings, and at the top of the Happiness report you'll find tabs to drill down into one type or another. The ratings under Chat are only for the rating gathered at the end of the chat session. Ratings given to any email followups will be counted as Email ratings. Check out Chat Satisfaction Ratings for more on the chat specific ones!
How are my team members doing individually?
Head over to the Company report and drill down into a User report. You'll find a tab dedicated to individual Happiness ratings. You might take a moment to review really bad ratings with the team, as there is always room for improvement.
How is the Happiness Score calculated?
Our Happiness Score is calculated much like NPS. You take the % of Great ratings and subtract the % of Not Good ratings to get the Happiness Score.
How do we index ratings?
Ratings are indexed by date of the thread/reply, not by date of the rating. We do this because we want to cross-reference ratings with other support metrics. You'll notice the Happiness report shows you the number of ratings and percentage of customers — for example, 97 ratings from 10% of customers. In order to get an accurate percentage of customers that rated a reply, we have to index ratings by the date of the reply, not date of the rating.