You’ll find all reporting for your workspace under Reports. Any custom reports that you create personally, are listed in the sidebar under My reports.
Create a report
To create a new custom report, click the + icon
Add a chart
Give your report a clear title and description so your teammates can see at a glance what it’s for. Then add your first chart from a template, or by clicking + Add chart.
Choose a metric
Each chart supports one metric per timestamp (the date range you’ve selected).
Metrics can be aggregated by average, median, minimum, or maximum:
Choose a chart type
There are four ways to visualize your data to choose from: count, column, line, or table:
Counts are the perfect way to get a quick summary without the need for a detailed breakdown:
With a column chart, segmenting the data lets you visualize it in two dimensions. In this example you can see the columns are grouped by month, and segmented by the“Ticket type”:
Optionally, you can also stack a column chart with the “Stacked” toggle below the chart type.
Line charts offer the same options to view and segment your data, but are better suited to showing trends over time.
For example, you can see the same data here. It's segmented on the left, and stacked on the right:
A table gives you a sortable list of values broken down by the dimensions you choose, for example this shows the average CSAT score for each team, segmented by channel:
Each chart has a conversation button on it, which opens a conversation side drawer when clicked. This side drawer lets you see the most recent 100 conversations which match the chart.
Finally, add any filters you’d like for a more zoomed-in view of your data. For example, you might build a custom report for a certain region, in which case you’d filter for the relevant continent or country:
This supports both AND and OR conditions when selecting multiple filters, which is available at both a chart and custom report level. For example, this chart is filtered by conversations which have:
Topic = “pricing” OR
Tag = “pricing”
Company Attributes Filters in Custom Reporting
You can choose a company attribute as a filter in a custom report at the report level, or at an individual chart level. Note that if you do both, the report level filter takes precedence.
The company attribute filter allows you to only filter by company attributes but does not allow you them to group by them. Filtering means including or excluding certain information and filtering occurs in the filters dropdown at the top left of the custom report page. Grouping, however, is organizing a report in a way that makes sense for the viewer and occurs at the chart level.
And that’s it. 👌 Just click save and close to save this chart to your custom report.
You’ll see the chart added to the report, where you can continue adding more charts.
Charts are based on the workspace timezone by default, and comply with the workspace’s setting to include or exclude Office Hours from reporting (which is set in Messenger Settings).
To change the timezone for a custom report, you'll need to finishing adding charts and save it, then change the timezone at the top of the report page.
Click Save report for the timezone setting to persist when you exit and view the report again.
Relationship between report filters and charts
You can add filters to Reports and add filters to Charts. When you add a filter to a Report, this also applies to the Charts within the Report. If you add a date filter to the Report, this will override the Chart’s date filter.
If your Chart had a date range of 'today' defined, but you set the report date range to yesterday, you’ll then see the Chart update to show yesterday.
Viewing, filtering and sharing reports
When viewing your report you can easily add more filters which will apply in addition to existing filters that are set within the charts.
For example, the chart in this report filters for data from Europe, and we’ve applied a filter at the report level for ‘Channel is Chat’. This means the chart is now showing data from conversations started in Europe via Chat:
To share your report with these filters applied, just click ‘Save report’, and copy the page URL for any of your teammates.
Editing, duplicating, or deleting charts
To edit or delete an existing chart from your custom report, hover over it and select an option from the Actions dropdown.
Seeing unexpected results?
If you’re unsure of the data in your reports, check out this article for a close look at some of the details.
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