Introduction
Reports section is made up of two components -
Report Library - Upon generating the report, the CSV file is sent on email
History - Details of all reports generated / downloaded so far
Report Library
Our team has curated a comprehensive collection of pre-built standard reports, designed to address common reporting needs. These reports cover essential metrics and key performance indicators (KPIs), enabling you to quickly gain actionable insights without any extra effort.
Generate Reports
Once you click on Generate button you be shown a modal to enter name and select date range and emails who should get the report on email.
Progress Toasters
We show progress toasters with CTAs
InProgress toasters
When the report is generated there are 3 states
Queue
If any of the report generation is in progress the current report will be in queue
In progress
if there are no reports in queue, it will be generated and will be in the inProgress state.
Completed
Once the report generation is successful we show a successful toaster with download button, so you need not to visit history page to download report
History
This section will give you a preview of all reports generated so far, for quick access.
Report generation states are also displayed in history page.
You can now download report with any name you need, once you enter the name of the report while generating report, the same name is displayed in history page and report will be downloaded with the same name.
List of Reports
Sequence | Report Name | Report Type | Description |
1 | Overall customers report | Campaigns | List of all customers of the store, along with their contact details, source and when they were added |
2 | Campaign performance report | Campaigns | Campaign-wise details of the customers targeted, template used, delivery rates, engagement (reads, clicks, unsubscribes etc.) and revenue generated |
3 | Campaign order attribution report | Campaigns | Details of orders attributed to campaigns sent in the selected time range, including Shopify order ID, customer details, order value etc. |
4 | Campaign attribution report (item-wise) | Campaigns | Product/catalog-wise breakdown of orders attributed to campaigns sent in the selected time range, including Shopify order ID, customer details, product name, price etc. |
5 | Customer-wise campaign failure report | Campaigns | Customer-wise details of campaign message failures along with reasons for failure |
6 | Campaign message failure report | Campaigns | Campaign-wise details of message failures along with reasons for failure |
7 | Ticket Handling Time | Helpdesk | Ticket session open & closure time for every ticket including customer name, channel, customer channel id and agent name |
8 | Agent Engagement | Helpdesk | Overall comprehensive reports for agents including - Agent name, their team, total conversations handled across channels, average handling time, engagement time and first response time |
9 | Ticket Overview | Helpdesk | Overview report of your business with count details of total tickets, channel wise tickets , agent tickets & chat bot conversations. |
10 | Overall CSAT/NPS | Helpdesk | Overall CSAT/NPS report with each response including - Customer name, customer phone/email/ig id (as relevant), question, response, sentiment, response date. <Require channel selection> |
11 | Customer ticket report | Helpdesk | Track your agent's satisfaction from your customers perspective |
12 | Customer ticket report | Helpdesk | In depth details of a ticket consisting of customer details, ticket open & close time, ticket stage, ticket labels, agent name, engagement time, First response time & CSAT details |
13 | Links clicked report | Widgets | Type of links used (web/checkout/cart/store) and count of day on day link clicks including the channel |
14 | New users acquired | Widgets | List of all customers acquired, channel, source (popups, growth tools, ask_phone/email nodes in journeys, ctwa and so on) |
15 | Abandoned Checkout report | Journeys | Report of Abandoned Checkouts converted via the Abandoned Checkout Journey |
16 | Journey Orders report | Journeys | Report of Orders placed via Journeys, including Whatsapp, Instagram, email |
17 | Price please automation report | Journeys | Price please automation report |
18 | Ledger report | Billing |
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FAQs
1. Can I Automate report generation
No, Current version of reports can be generated on demand/request from reports library
2. Will the status toasters are displayed even if I am in other page?
Yes, status toasters are displayed even if you are in other page.
3. Where will track progress CTA redirect to?
track progress CTA will redirect to history page where you can check status of all the reports.
For further assistance or to raise feature requests related to Reports, please contact [email protected].