Forex CRM / Support Hub/Reports
Reports
Support analytics including ticket volume, response times, and SLA compliance.
Overview
The Reports section provides analytics and insights into your support operations. Track performance, identify trends, and make data-driven decisions.
Accessing Reports
Navigate to Reports in the sidebar to view support analytics.
Available Reports
Ticket Volume
Track incoming ticket trends:
- Tickets created per day/week/month
- Volume by category
- Volume by priority
- Peak hours analysis
Response Time
Measure response performance:
- Average first response time
- Average resolution time
- Response time by category
- Response time by agent
SLA Performance
Monitor SLA compliance:
- SLA compliance rate
- Breached tickets count
- At-risk tickets
- Trends over time
Agent Performance
Track individual performance:
- Tickets handled per agent
- Average response time per agent
- Resolution rate per agent
- Customer satisfaction per agent
Category Analysis
Understand issue distribution:
- Tickets per category
- Resolution time by category
- Recurring issues
- Category trends
Report Filters
Filter reports by:
- Date range
- Category
- Priority
- Agent
- Status
- Customer
Dashboard Metrics
The dashboard shows key metrics at a glance:
Quick Stats
- Open tickets count
- Pending tickets count
- Today's new tickets
- Today's resolved tickets
Performance Indicators
- Average response time
- SLA compliance rate
- Customer satisfaction score
- Resolution rate
Trends
- Ticket volume chart
- Response time trend
- Category distribution
Exporting Reports
Export Options
- CSV download
- PDF report
- Email scheduled reports
Scheduling
Set up automatic report delivery:
- Go to report settings
- Enable scheduled reports
- Set frequency (daily/weekly/monthly)
- Add email recipients
- Save
Using Reports Effectively
Daily Review
Check daily:
- Open tickets count
- At-risk SLA tickets
- Unassigned tickets
Weekly Analysis
Review weekly:
- Volume trends
- Response time trends
- Agent workload
Monthly Reports
Analyze monthly:
- Overall SLA performance
- Category distribution changes
- Staffing needs
Best Practices
- Check reports regularly - Make it a daily habit
- Set benchmarks - Define target metrics
- Act on insights - Use data to improve processes
- Share with team - Keep everyone informed
- Track trends - Look for patterns over time
- Adjust as needed - Update targets based on reality