Understanding Reports in Help Scout

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Help Scout provides a handful of reports to help you get a handle on what's happening on the support front, day in and day out.  </p> <section class="index-list"> <h4>In this article</h4> <ul> <li><a href="#reports">Report Types</a></li> <li><a href="#info">General Features</a> </li> <li><a href="#calculations">Calculations</a> </li> <li><a href="#common">Common Questions</a></li> </ul> </section> <h3 id="reports">Report Types </h3> <p>You'll find six reports (seven if you have <em>Docs </em>installed) which can be viewed at any time via the <em>Reports</em> dropdown menu. </p> <p><img src="//d33v4339jhl8k0.cloudfront.net/docs/assets/524448053e3e9bd67a3dc68a/images/6539962903e87e076b635ede/file-eIXughBBxj.png" style="width: 408px; max-width: 100%; "></p> <h4><a href="//docs.helpscout.com/article/381-all-channels">All Channels</a> </h4> <p>The <em>All Channels</em> report shows you how much volume you're handling during a certain time period, how busy you've been, how your customers contact you, and what types of issues keep popping up. </p> <h4><a href="//docs.helpscout.com/article/380-email">Email</a> </h4> <p>The <em>Email </em>report measures your team interactions with email messages. You'll be able to keep tabs on how well the team is performing in terms of time spent addressing and responding to email conversations. </p> <h4><a href="//docs.helpscout.com/article/1280-reports-chat">Chat</a></h4> <p>The <em>Chat</em> report gives you a view into your team's workload using in chat. Look here for both your team's performance and your customer's utilization of Beacon with chat. </p> <h4><a href="//docs.helpscout.com/article/1281-reports-phone">Phone</a></h4> <p>The <em>Phone </em>report tracks the volume of phone conversations recorded and shows you the number of customers you're communicating with via the phone.  </p> <h4><a href="//docs.helpscout.com/article/382-company">Company and User</a></h4> <p>The <em>Company </em>and <em>User</em> reports make it very easy to get insights about how members of your team are doing. In addition to high-level metrics for each person, you can look through a user's entire conversation history for a specified time period and sort by the metrics that matter most. </p> <h4><a href="//docs.helpscout.com/article/383-happiness">Happiness</a></h4> <p>Ensuring your customers' happiness is every company's end goal, no? The <em>Happiness </em>report is a simple but powerful tool to help you measure just that: happiness. You'll be able to view how your team and individual users are being rated by customers and view the accompanying conversations.</p> <h4><a href="//docs.helpscout.com/article/387-reports-docs">Docs</a></h4> <p>If you have our Docs feature installed, the <em>Docs</em> report will come in handy to help you understand what your customers are searching for, what they're finding (and not finding), as well as what percentage of customers are still contacting you for help after browsing.</p> <h3 id="info">General Features</h3> <h4>Conversation drilldowns</h4> <p>If you saw that 5% of email conversations took 2+ days to reply, you'd probably want to take a look and find out what happened. Thankfully, all of that data is just a click or two away. You can even click on single conversations and read the most recent interactions without ever leaving the page!</p> <p><img src="//d33v4339jhl8k0.cloudfront.net/docs/assets/524448053e3e9bd67a3dc68a/images/65399894e4e85872dc27772a/file-WBMi1GFSWv.png" style="width: 496px; max-width: 100%; "></p> <h4>Popover definitions</h4> <p>Ever wonder <em>exactly</em> how a certain metric is calculated? Well, wonder no more! Simply hover over the metric name and boom! You'll get a popover definition of precisely how it's calculated. Each article linked above has a section of metrics definitions for you too. </p> <p><img src="//d33v4339jhl8k0.cloudfront.net/docs/assets/524448053e3e9bd67a3dc68a/images/5c5218ab2c7d3a66e32dd4c4/file-DunDm8imSN.png" style="width: 416px; max-width: 100%; "></p> <h4>Filtering options</h4> <p>Views allow you to filter data by inbox, tag, folder, custom fields, or conversation type. You can add or edit views at any time while viewing a report, and the new data will load right away. Read more about Views: <a href="//docs.helpscout.com/article/574-reporting-views">Use Views to Filter Reporting Data</a>. </p> <p><img src="//d33v4339jhl8k0.cloudfront.net/docs/assets/524448053e3e9bd67a3dc68a/images/653997844d16353d6b292651/file-afk8jJaJI9.png" style="width: 564px; max-width: 100%; "></p> <h4 id="calculations">Calculations for the Email report</h4> <p>In the past, we built reports from all conversations that were Active or updated within the time period. While this approach works well for most metrics, it's problematic for response/resolution metrics and includes conversations that can dilute the numbers.</p> <p>Our current logic calculates numbers from a more narrow pool of conversations. Response metrics are only calculated on <em>replies </em> during the time period and Resolution metrics are only calculated on conversations <em>resolved </em>during the time period.</p> <h4>Examples</h4> <p>Let's say you have three conversations:</p> <ul> <li>Conversation A - Created Jan 1, resolved Jan 30</li> <li>Conversation B - Created Jan 8, resolved Jan 9</li> <li>Conversation C - Created Jan 16, resolved Jan 17</li> </ul> <p>If you do a report for Jan 7-21, the original logic would include all three conversations when calculating the numbers, even though Conversation A wasn't created or resolved in the time period. This approach causes a lot of overlap from week to week. Moreover, if you added up the "Resolved" count for each individual week, the totals wouldn't match the monthly count.</p> <p>The updated logic will only include Conversations B and C in the calculations for Jan 7-21. Conversation A is not included, as it was not replied to or resolved in the time period. By filtering out long-running conversations that are reported on elsewhere, it results in lower and more accurate Response/Resolution metrics. In addition, the weekly counts add up when compared to the monthly count.</p> <h3 id="common">Common Questions</h3> <div data-html-block> <p><strong>Am I able to export my reporting data to a CSV or XLS file?</strong><br> For most reports, yes. Read more here: <a href="//docs.helpscout.com/article/849-export-reporting-data">Export Reporting Data</a>.</p> <p><strong>How often do reports update?</strong><br> Reports are updated in <em>almost</em> real-time. When you run a report, you're looking at the most current data, save for a 10-15 minute catch up time.</p> <p><strong>Can I share a specific report link with another Help Scout team member?</strong><br> Sure thing! Just copy and paste the URL seen in your browser address bar after setting your criteria. As long as your team member is logged in to Help Scout, they will be able to view the exact report you're looking at, as long as they have permission to <em>View Reports</em>. See <a href="//docs.helpscout.com/article/15-user-roles-and-permissions">User Roles and Permissions</a> for more there. </p> <p><strong>Can I modify your metrics or build my own reports to track other data?</strong><br> Not in the app. While we offer lots of filters, there isn't a way to customize how calculations are performed nor is there an option to build custom reports based on custom data sets. <br> If you're looking to build your own custom reports from the raw data, you can get all of your reporting data via our <a href="https://developer.helpscout.com/mailbox-api/endpoints/reports/company/reports-company-overall/">Inbox API</a>, or you might check out some integrations. More about this topic here: <a href="//docs.helpscout.com/article/849-export-reporting-data#alternate">Export Reporting Data: Other Ways to Get Your Data</a>.</p> </div> </article> <div class="articleRatings" data-article-url="https://docs.helpscout.com/article/385-reports"> <span class="articleRatings-question">Did this answer your question?</span> <span class="articleRatings-feedback"> <span class="articleRatings-feedback-tick"> <svg height="20" viewBox="0 0 20 20" width="20" xmlns="http://www.w3.org/2000/svg"> <path d="m8 14a.997.997 0 0 1 -.707-.293l-2-2a.999.999 0 1 1 1.414-1.414l1.293 1.293 4.293-4.293a.999.999 0 1 1 1.414 1.414l-5 5a.997.997 0 0 1 -.707.293" fill="#2CC683" fill-rule="evenodd"/> </svg> </span> <span class="articleRatings-feedback-message">Thanks for the feedback</span> </span> <span class="articleRatings-failure">There was a problem submitting your feedback. 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Understanding Reports in Help Scout - Help Scout Support