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New Idea

Collaborators in Analytics Reporting

Related products:Freshdesk
  • June 26, 2023
  • 1 reply
  • 52 views

AaronParker
Skilled Expert
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I often as an Analyst, find myself needing to send reports through FreshDesk Analytics and whilst it’s great that I can arrange a schedule for a PDF and CSV of the raw data to go to any email address I would like. I often wish I could open up the report itself to a collaborator, similar to what we can do with tickets now when we need support from a third party who does not need a full FreshDesk license. 

I think this feature would be really useful to people who would benefit from being able to see the report natively in Freshdesk where they can hover over to get exact numbers and trend lines for each particular field. As this is much more visual and easier to digest however I find most of my audience do not need a full licence for example senior management.

Hope this is an idea others can get behind!

Thanks.

1 reply

  • Community Debut
  • July 25, 2023

Freshdesk allows for an Analytics Collaborator role.  However, I came here to submit my own suggestion that this role be expanded to allow for the collaborator to see data from FreshChat and FreshCaller as well, as this role only allows them to see analytics related to FershDesk.  

 

I hope I was able to assist you with your use case!  Here is the role you need to assign them:

 

Analytics Collaborator

Analytics collaborators can view reports in the Analytics module.