The Service Performance for clients report evaluates the service across clients, based on key performance.

You can track service performance for clients across the following five metrics:

  • Tickets Resolved (%)
    Percentage of tickets successfully resolved by the agent  .

  • First Contact Resolution (%)
    Measures the percentage of tickets resolved during the first interaction.

  • First Response SLA Compliance (%)
    Indicates how often the agent  group met the SLA for initial response times.

  • Resolution SLA Compliance (%)
    Reflects the percentage of tickets resolved within the SLA-defined timeline.

  • CSAT Score (%)
    Percentage of positive customer satisfaction survey responses attributed to the agent group.


Accessing curated reports


To access the report:

  • Go to Analytics and select the Service Performance for Clients report. The report's Overview tab opens.

Tabs available in curated reports


Following is the list of all tabs available inside the curated report:

  • Overview - Provides a high-level summary of Service Performance for Clients across key metrics. 


  • Breaddown - Provides service performace insights across these metrics; Ticket Resolved %, First Contact Resolution %, First Response SLA compliance %, Resolution SLA compliance %, CSAT score.


  • Key stats - Includes service performance drill-down to help you evaluate time-based service effectiveness.


  • By category - Presents service performance segmented by ticket category.

  • By source - Presents service performance based on the ticket source, such as email, chat, integrations, and more.

  • By priority - Provides insights into agent performance based on ticket priority levels (High, Medium, Low, Urgent).



Work with global filters

Curated reports come with predefined filters across all tabs that help you narrow down data to suit your analysis needs. Below is a list of available filter types, their descriptions, and the possible values you can use.


Filter Type

Description

Available Values

Time Period

Defines the date range for the data displayed in the report.

Set a custom date or select a predefined range: last 7 days, 30 days, month, quarter, or year.

Client Name

Filters data by specific clients in your account.

List of all active client names.

Location

Filters tickets based on location metadata.

All available locations in your account.

Agent Name

Filters tickets handled by individual agents.

All agent names in the account.

Agent Group Name

Filters tickets handled by specific agent groups.

All agent group names in the account.

Ticket Type

Filters based on the type of ticket.

Incident

Ticket Source

Filters based on the source channel from which the ticket originated.

AWS CloudWatch, Alerts, and other integrated channels.

Ticket Priority

Filters tickets by their assigned priority level.

High, Medium, Low, Urgent

First Response SLA Compliance

Shows whether the first response met the defined SLA.

Within SLA, SLA Violated

Response SLA Compliance

Indicates compliance status of response SLAs.

Within SLA, SLA Violated



Report overview

The reports overview provides a consolidated summary of agent performance across key service desk metrics. 

This overview includes the following key performance indicators:

  • Agents Assigned to Tickets
    Total number of agent groups who have been assigned tickets during the selected time period.

  • Tickets Resolved
    Percentage of tickets resolved by agents, helping evaluate overall ticket closure efficiency.

  • First Contact Resolution (%)
    Percentage of tickets resolved during the first interaction, indicating support quality and effectiveness.

  • First Response SLA Compliance (%)
    Indicates the percentage of tickets where the initial response was provided within the SLA-defined time.

  • Resolution SLA Compliance (%)
    Percentage of tickets resolved within the defined SLA, highlighting adherence to service standards.

  • CSAT Score (Customer Satisfaction)
    Shows the percentage of positive customer satisfaction responses received through feedback surveys.

You can view these metrics at the individual agent level to analyze performance and identify areas for recognition or improvement.

Apply filter

Click Edit and apply the following filters on the report based on your requirement:

  • Page filters 

  • Report filters

  • Date range


Edit a widget

To edit a widget, hover over a widget in any of the tabs and you can perform the following actions.


Action

Description

Change visualization

Change is the display to map, chart or table based on your requirement

Underlying data

Opens the widget data in a dialog box.

  • Use the Filter button to filter the data based on the available metrics.

  • Use the Export button to export the data in CSV, XLSX format, and so on.

Expand

Expands the widget view.

More options

Shows more options, such as filters applied, schedule, subscribe, and so on.