I think your example questions are all great starting points.

My biggest confusion is Dashboards vs Analytics
Dashboards are great, and I love the click through/drill down functions, but Analytics are much more powerful - would be great if you could combine the two 

Hey @Navin Denzil - looking forward to learning more through this coffee-chat session! One of the regular questions we’ve seen have been:

• How can customers schedule a report on the 1st of each month that automatically reflects the data for the previous month without needing to reschedule it each time?
• Can a report be scheduled for the leadership team and other team members on different days?

I’d love to hear more on your thoughts about the above and also see more on the conversations with our customers! 

@alyssia.correa 

Customer can go to custom report they have created and look for schedule button 
 

Once you click on this , the next screen will allow you to setup monthly exports and you can configure multiple schedules for the same report targeeted for different audiences.

Note : 

You cannot schedule exports on curated reports, so you may have to clone them to see the schedule option

@RobCrossHM We do plan on combining the two and we have this on our roadmap , you will start seeing some progress along these lines from H1 2025 onwards.

@RobCrossHM - Absolutely! We’re developing a feature that will allow us to add any analytics charts to our dashboard. 

@RobCrossHM  Absolutely! We’re developing a feature that will allow us to add any analytics charts to our dashboard. 

Hello everyone! Great to see that our CX Analytics Coffee chat has begun - I’m tagging some of our members should you or any of your other peers have any queries to ask product panel : @julia.a @shannon.mejia @Crocus_Benford @AaronParker @Daniel Söderlund @eeha0120 @zachary.king @marion.lubat 

Do you have any plans to improve the filters on analytics?

if I have a survey widget and a ticket widget on the same page, I can’t apply many of the useful filters (like customer name, or ticket group) to the page

Hi folks! What’s brewing ?! :) 
Have a question I’d like help with.
Is it possible to track both the Number of Open Tickets and the Average Response Time in a single widget?

I suppose a bigger question is why have Dashboards as well as analytics - why note have one module that can do both

Any plans to add a trendline to charts?

Yes, @RobCrossHM  - We're developing a feature that will let users add and configure benchmark or trend lines on charts. You can expect the launch in Q1,2025.

Absolutely. This can be done using the following configurations. Please refer to the screenshot for details.

@RobCrossHM  - At the moment, we can’t filter using all fields from the Company module. However, filtering by Company name and Group name is still possible from the Ticket module. Please see the attached image for the configuration details.

 

Additionally, we’re launching a project to introduce "Company" and "Contacts" as separate modules associated with the Survey widget, which should address this use case comprehensively. You can expect the launch in the first half of 2025.

Do you have any plans to improve the filters on analytics?

if I have a survey widget and a ticket widget on the same page, I can’t apply many of the useful filters (like customer name, or ticket group) to the page

@RobCrossHM  - At the moment, we can’t filter using all fields from the Company module. However, filtering by Company name and Group name is still possible from the Ticket module. Please see the attached image for the configuration details.

 

Additionally, we’re launching a project to introduce "Company" and "Contacts" as separate modules associated with the Survey widget, which should address this use case comprehensively. You can expect the launch in the first half of 2025.

@Ramkishore Gopalan 
I have a very different experience to this - if I have a report which has both surveys and ticket widgets, I can’t add any page or report filers, I have to put the filter on each individual widget

We’ve agreed a way to generate our NPS score using the 5 point scale on our Surveys.

Is there anyway to incorporate this into Analytics to generate my NPS score?  Currently, I’m throwing the data into excel, but would be good to get this done natively.

Hi,
in all transparency, the company in which I work is rather dissatisfied with Analytics unfortunately because there are only two levels of “group by”. So we have to extract the data to exploit it internally. Do you have any plans to increase this two-level ceiling to enable your customers to build more advanced analyses? 

Thank you. 

Hi again, 

Is there a way to find out how many tickets have been resolved in a single contact, without reopening them afterward? 
This is what we consider to be true “First Contact Resolution”, meaning that in a single response, we have resolved the ticket, without the customer ever reopening it. 

Thank you for your help!

In the “Style” section, we can only customize by widget.

However, I sometimes need to build entire pages with the same information, but on different dates or markets, for example.

Is there a way to make the “number of tickets resolved” data style, for example, always the same color on a page? I don't think so, but it could make it easier to build and present analytics that are easier to understand. 

Regarding filters, I think it's great to be able to filter by widget, page or complete report.
However, sometimes managers can't find the information they're looking for, because too many filters have been applied. For example, when we go to the “Filters” menu, only the widget is unfolded and the others are folded.

Wouldn't it be possible to add a small colored bullet, for example, to indicate that a filter exists on the Report or on the page?

There may be another way of doing this, but the idea would be to make the information more easily detectable. 

Hi @SophiaEM 

You can do that, with this metric.

Helpdesk Performance: First Contact Resolution : Freshdesk Support

Hi SophiaEM,

This is possible even today using Custom attributes feature. We can concatenate all the required string values (attributes) for the group by and use the custom attribute in the chart’s group by field. Hope this helps.

For example: Concat(Source, Priority, Agent Name, Group Name)

Do you have any plans to improve the filters on analytics?

if I have a survey widget and a ticket widget on the same page, I can’t apply many of the useful filters (like customer name, or ticket group) to the page

@RobCrossHM  - At the moment, we can’t filter using all fields from the Company module. However, filtering by Company name and Group name is still possible from the Ticket module. Please see the attached image for the configuration details.

 

Additionally, we’re launching a project to introduce "Company" and "Contacts" as separate modules associated with the Survey widget, which should address this use case comprehensively. You can expect the launch in the first half of 2025.

@Ramkishore Gopalan 
I have a very different experience to this - if I have a report which has both surveys and ticket widgets, I can’t add any page or report filers, I have to put the filter on each individual widget

 

 

 

Hi @RobCrossHM - We want to understand more about the configurations made.Could you please raise a ticket with us? We’d be happy to take it up and work towards a resolution for you.

Regarding filters, I think it's great to be able to filter by widget, page or complete report.
However, sometimes managers can't find the information they're looking for, because too many filters have been applied. For example, when we go to the “Filters” menu, only the widget is unfolded and the others are folded.

Wouldn't it be possible to add a small colored bullet, for example, to indicate that a filter exists on the Report or on the page?

There may be another way of doing this, but the idea would be to make the information more easily detectable. 

 

Thank you for your feedback, @SophiaEM . We will certainly take this into account during our future UI revamp initiatives

@SophiaEM  This is a valuable request. While we don't have this feature in our near-term roadmap, we will definitely consider it for our long-term planning.