Brokeret LogoDocs
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
  • 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:

  1. Go to report settings
  2. Enable scheduled reports
  3. Set frequency (daily/weekly/monthly)
  4. Add email recipients
  5. 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

  1. Check reports regularly - Make it a daily habit
  2. Set benchmarks - Define target metrics
  3. Act on insights - Use data to improve processes
  4. Share with team - Keep everyone informed
  5. Track trends - Look for patterns over time
  6. Adjust as needed - Update targets based on reality