Ticket resolution view
Assess open and concluded support work through existing status records and track recorded target times.
Reports / Support reports
Assess ticket status, resolution targets, survey scores and unresolved feedback together.
PRODUCT VIEW
The support quality report assesses ticket resolution and recorded service targets alongside actual survey responses. Overdue open tickets, answered survey scores and experiences reported unresolved are different facts. By separating ticket counts from feedback, the preset report helps identify topics needing follow-up. Scores come from submitted surveys; unanswered surveys remain separate, and the required data sources must be enabled.
FROM NEED TO OUTCOME
A ticket closed by the team may still be unresolved for the customer. Closure counts or a single average score can hide this distinction and overdue work.
Read ticket and survey signals through their own evidence to decide which customer needs contact or which open issue needs priority.
STEP BY STEP
Select the relevant preset report and date range. Check that your plan enables the required source, and avoid comparing similar-looking totals from different periods.
Read the indicators, charts and rows together. Check which records are loaded and any warnings about incomplete data before drawing conclusions about the whole organization.
Export the relevant table to CSV or save the report view. With a suitable sender configured, choose manual, daily, weekly or monthly delivery and track the result of scheduled sending separately.
INSIDE THE MODULE
Assess open and concluded support work through existing status records and track recorded target times.
Review actually answered surveys, scores and resolution responses. An absent response is not a positive result.
Connect overdue targets or unresolved feedback to the relevant ticket to discuss the team's next action.
Save the report’s name, type, date range and supported settings. Set delivery days and a time if needed, so you do not have to recreate the view each time.
The on-screen table is paginated; CSV includes the rows loaded into the current report. On-screen amounts are formatted for reading; exported values are provided for further analysis.
IN EVERYDAY WORK
Review status together with feedback rather than judging outcomes from closure counts alone.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Existing preset report areas are included in every plan. Each type requires its source modules to be enabled and the user to have access to the relevant workspace.
YOUR QUESTIONS
No. Reports only use source modules you can access. Quote reporting requires the quote module; marketing reporting requires campaign access.
A saved view and a delivery schedule are separate settings. Sending frequency and recipients must be selected, and the background process and authorized sender configuration must be operational.
RELATED WORKFLOW GUIDES
MODULES THAT WORK TOGETHER
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Review sales, customer relationships, support, operations and data quality through your existing records.
Manage support as a continuation of the customer relationship, adding knowledge-base, satisfaction and reward records with Business.