Reporting feature

Every metric, your way.

Dig into every contact centre metric with reports you shape. Choose what to measure, over which period and split how you like, then compare time ranges and send the results to your BI tools.

The report builder

Ask the question, shape the answer.

Try it. Change the metric, the period or the split and the chart and table follow straight away.

Metric
Period
Split by
VoiceChatSMSEmail
Contacts handled by channel, This month against last month
ChannelThis monthChange
Voice5,571+4.2%
Chat3,574-4.8%
SMS5,545+2.0%
Email3,371-5.7%

This monthLast monthIllustrative data, not measured.

From question to report

Four moves, no code.

Anyone on the team can build a report. Analysts can go further with the raw data.

  1. 1

    Choose the metrics

    Start with the numbers that matter to this question, from volumes and handling time to service levels.

  2. 2

    Set the period and the split

    Pick the date range, then break results down by queue, channel or team so the answer is specific.

  3. 3

    Read the chart and the table

    Both update together, so the pattern and the exact figures sit side by side.

  4. 4

    Save it and share it

    Shape the report around your question, then send the data to the tools your analysts already use.

Time-range comparison

See what moved, and when.

This period against the last

Lay a week next to the week before, or a month next to the month before, and see the gap in one view.

Before and after a change

Introduced a new script or shifted a rota? Compare the stretch either side and judge the change on evidence.

The same season, a year apart

Busy periods repeat. Looking back at the same stretch last year helps you prepare for the next one.

Shaped and exported

Reports that arrive where you work.

Reports you shape

Build each report around the question your team is asking, instead of working within a fixed layout.

CSV exports

Download any report as CSV. This is available on every plan.

Warehouse and BI sync

Live sync to Snowflake, BigQuery and Redshift is part of Enterprise, so analysts work in the tools they know.

Put history to work

Looking back is how you plan ahead.

Plan next quarter with real history

Past volumes and handling times are the best guide to future demand. Feed them into forecasting and rotas.

See Workforce Planning

Back up coaching with trends

A supervisor can show an agent or team how a metric has moved over weeks, which makes a conversation concrete.

See Supervisor Assist

Join service and sentiment

Read operational reports alongside customer scores to see whether efficiency gains are costing satisfaction.

See CSAT & NPS tracking
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Related

Explore more on the platform

FAQ

Historical reporting — frequently asked questions.

What is historical reporting?expand_more

It lets you look back across your contact centre metrics, with reports you shape yourself, so you can spot trends and judge changes over time.

Can I build my own reports?expand_more

Yes. You choose the metrics, the period and how results are split, and the chart and table update to match. Reports can be saved and reused.

Can I compare two time periods?expand_more

Yes. Put one period next to another, such as this month against last month, to see exactly what moved.

How do I get reports into my BI tools?expand_more

CSV export is available on every plan. Live sync to Snowflake, BigQuery and Redshift is available on Enterprise.

How does this differ from real-time dashboards?expand_more

Dashboards show what is happening right now so you can react. Historical reporting looks back so you can learn, plan and prove what worked.

Do I need technical skills?expand_more

No. Reports are built in the platform without writing code, and analysts can still take the raw data into their own tools.

Turn your history into your next decision.

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