Last updated: 2024-10-22

Source: https://support.freshdesk.com/support/solutions/articles/239757-introduction-to-analytics

Introduction to Analytics

With Freshdesk Analytics, you can regularly monitor your performance, identify key trends, and make data-driven decisions to effectively improve your customer service.

Key features of Freshdesk Analytics :

1. Curated Reports: Freshdesk provides a set of powerful pre-built reports that give a holistic view of your overall business and  provide instant insights into your team's performance and customer satisfaction. 2. Custom Reports: Build reports from scratch and customize them to suit your requirements. With custom reporting, choose the metric you want and decide how you want to view them. 3. Advanced analytics capabilities - Filters and dimensions: Use advanced filters and dimensions for a deeper analysis of specific areas of your business. - Rich visualization: Choose from a wide range of widgets and visualize your reports with rich and colorful charts. - Share reports: Easily share reports with your team and give them access to view/edit/manage the reports. - Custom attributes: Create attributes of your choice and use them in filters or group-by to further organize or drill down your data. - Custom metrics: Create metrics of your choice and use them in the reports with the list of predefined functions and operators.

Note: Check out this video for a quick overview of Freshdesk Analytics. Find the guide to using Analytics here.

This article contains the following sections.

1. Terminologies 2. Roles and privileges 3. Types of reports 4. Working with Reports 5. Feature availability 6. Next Steps

Terminologies

Before proceeding, take a look at the list of terminologies related to the Freshdesk Analytics:

1. Widget: Widgets provide a visual representation of the metrics, filters, and groups by which you select as a chart, graph, table, or text. 2. Metrics: A measure you can use as a base for your report. For example, total tickets, number of agent replies, etc. Check out this article to view the complete list of metrics available in Freshdesk Analaytics. 3. Report: A set of widgets that can be further customized to suit your requirements. A report gives you a bigger picture by drawing insights from each widget. 4. Filters: If metrics are the base value for your report, filters and group by are the attributes you can use to narrow down your research further. You can apply filters to a widget, on a page, or at a report level. For example, If you want to see a distribution of the number of tickets resolved last month by a specific team, the metric will be the tickets resolved, the filter will be the last 29 days, and the group by will be department. 5. Curated Reports: A set of default, out-of-the-box reports that answer every question related to your business, from agent productivity to helpdesk metrics.

Roles and privileges

You can control your team's access to Analytics under Admin > Roles. The different roles are:

Note: By default, if an agent has View access in legacy Reports, they will have Edit access in Analytics. If they have Export reports access in legacy Reports, they will have Manage (includes editing and exports) in Analytics.

Types of reports

1. Curated Reports

2. Custom Reports

With multiple ways to look at helpdesk reporting, Freshdesk's Analytics lets you build custom reports. It offers the flexibility to pick the metrics and add the filters you want to use. For more details, check Custom reports.

Working with Reports

The various options/features available are:

1. Clone report: You can use the clone option to edit an existing report. Curated reports do not allow you to edit and save. You can customize curated reports by cloning them and editing the existing filters or add additional filters.

For example, you have a report on agent performance with default filters and metrics. Now, you may want to add new filters or change the visualization. In this case, you can clone the original report to make your edits and still have the original untouched. (Plan based) 2. Add widgets: Use widgets to create a custom report or add new widgets to an existing report. You can add widgets from the widget library or create a custom widget using the metrics. You can also clone widgets to any custom report, or to a page. 3. Add Metrics: Check out the complete list of metrics you can add to your reports. You can also clone the metrics created. You can add up to four metrics per widget. 4. Add filters: You can apply filters at the report level or at the widget level. You can add up to ten filters and two group-by filters per widget. 5. Export reports: Use this option to export the report to your email or download the reports as PDF/CSV and receive the data via email/API endpoints. You can choose between the underlying data and graph data. (Plan based) 1. Underlying data: The underlying data in Freshdesk analytics refers to the original, detailed information stored within the platform's database. This includes individual ticket records, customer interactions, timestamps, and agent responses. Essentially, it serves as the raw material from which insights and reports are derived. This data provides the foundation for deeper analysis and understanding of customer interactions and support processes.

2. Graph data: Graph data in Freshdesk analytics represents the summarized and visualized insights drawn from the underlying data. It presents aggregated metrics and trends, such as ticket volumes, average response times, and agent performance scores, in graphical formats like charts and graphs. This visual representation offers a distilled view of key performance indicators, making it easier for users to grasp trends and make informed decisions without delving into the detailed raw data. 6. Schedule reports: Get regular updates on reports by scheduling. You can use this feature to constantly monitor a specific report. For example, you can schedule the Ticket volume trends curated report to regularly receive updates to see the ticket volume trends of your team. Only custom reports can be scheduled. To schedule curated reports, you must clone them. 7. Delete reports:Agents who have edit/manage access to reports can delete the reports created by anyone in the organization. Deleted reports remain in trash for 180 days.

``` Note: 1) The refresh time is 30 minutes, which is standard for all subscription plans. 2) Each report includes a "Date Updated" value indicating the time and date of the last data update. ```

Feature availability

Check out the table below to know the feature availability for each plan:

Next Steps

Now that you have a basic knowledge of Freshdesk Analytics, try the following steps to explore the Analytics feature:

1. Check out our list of curated reports 2. Build a custom report from scratch 3. Add filters, group by, and play around with the custom reports 4. Share the report with your team