Help Center๐Ÿ“Š Analytics
Help CenterAnalyticsAnalytics & Reports Overview
๐Ÿ“Š AnalyticsBeginner Popular

Analytics & Reports Overview

Understand every report available in AxoDesk โ€” team performance, CSAT, conversation metrics, and custom dashboards.

PN
Priya NairยทCustomer Success
Updated April 4, 20266 min read

Step-by-Step Guide

1

Navigate to Reports

Click Reports in the left sidebar. The overview page shows high-level KPIs for the selected date range: total conversations, resolved, avg first-response time, CSAT score.

Screenshot: Reports overview dashboard with KPI cards

Replace with actual screenshot or diagram

2

Conversation Reports

Shows: conversation volume over time, channel breakdown, incoming vs outgoing ratio, resolution rate, and average handling time. Filter by channel, team, or agent.

Screenshot: Conversation report with line chart and breakdown panels

Replace with actual screenshot or diagram

3

Team & Agent Performance

Per-agent metrics: conversations handled, avg first-response time, avg resolution time, CSAT received, and messages sent. Sort and export to CSV.

Screenshot: Agent performance table sorted by CSAT score

Replace with actual screenshot or diagram

4

CSAT Reports

Customer Satisfaction scores sent automatically after resolution (if enabled). View: average CSAT, response rate, score distribution, and verbatim comments. Filter by agent, team, channel, or date.

Tip: Monitor your own CSAT baseline and test a personalised survey message to improve response rates.

5

Custom Dashboards

Combine any available metrics into a custom dashboard. Go to Reports โ†’ Dashboards โ†’ New Dashboard. Add widgets: line chart, bar chart, pie chart, metric card, or table.

Screenshot: Custom dashboard builder with widget library open

Replace with actual screenshot or diagram

6

Schedule & Export Reports

Any report can be exported as CSV instantly. Scheduled reports can be sent via email (daily, weekly, monthly) to any email address โ€” useful for stakeholder reporting.

Tags:analyticsreportscsatperformancedashboard

Was this article helpful?

Your feedback helps us improve our documentation.

AxoDesk Documentation โ€” 21 articles, updated regularly