HappyFox Custom Dashboards Explained
HappyFox's overview dashboard provides you with an overall picture of your helpdesk performance. With Custom Dashboards , agents can customize and selectively-choose widgets from Reports and monitor key metrics. Agents will be able to generate, view and pin reports based on any ' Date Range' , ' Filter Type ' a…
Reports: Smart Rules
With the Smart Rule Report, you can monitor the Smart Rules that require improvements and aim to deliver a refined automation-rich customer support experience. Available on Fantastic and above pricing plans Important Note: This article is about the new reimagined "Smart Rule Report". If you're looking for Hap…
HappyFox Overview Dashboard Explained
HappyFox features an uncluttered yet informative dashboard. At any given minute, you can check out the key metrics of your support process from a bird’s eye view. From ticket inflow to status and priority, things that matter are presented in a summarized manner. Available in all pricing plans. This article pertains…
Chat Reports and Analytics
Reports feature on HappyFox Chat provides data on the chat activity and customer satisfaction metrics. Reports feature is available in all plans. Reports can be accessed by both admins and agents. Only admin can export the reports data. You can filter reports with custom date range depending upon your plan: St…
What are the filters available in Happyfox BI?
Filter and its types: There are three types of filters available within HappyFox BI, * Implicit filter * Explicit filter * Top N filter Implicit filters: Implicit filters allow users to choose a field to be a custom filter on the visualization. Implicit filter values are set in the settings tab and …
HappyFox reports explained
HappyFox provides you with different views to help you understand your customer Helpdesk data better. Once you login to your help desk system, navigate to the Reports >> All Reports Page. The reports that you have created are listed here under the “ Available Reports ” section. Click on the report you wish to …
What are Scheduled Reports?
Scheduled reports in HappyFox allow you to send periodic emails of the data in certain reports of your choice, at a frequency determined by you. Applicable Plans: ❌ Mighty ❌ Fantastic ✔️ Enterprise ✔️ Enterprise Plus How can I create scheduled reports? * Log in to your HappyFox agent panel. * You should have perm…
Create life cycle reports
What is a Life Cycle report? Life cycle reports show the time distribution of tickets across various statuses in your account. The time duration that each ticket was present in a specific status is presented here. Available plans: ❌ Mighty ❌ Fantastic ✔️ Enterprise ✔️ Enterprise Plus If required, life cycle reports…
Custom TAT report using lifecycle reports
This article guides you on how to use Life cycle reports and few excel formulae to create a day wise TAT report for tickets created on a given month. Steps on how to create a life cycle report is given here --> Life cycle reports: Life cycle reports give you an insight on how long a ticket has been in each of t…
