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Reports and Analytics

Expertflow CX provides a comprehensive suite of reports and analytics, giving you actionable insights into your contact center operations. By consolidating data from all channels into a single platform, you get a unified view of your team's performance, customer behavior, and interaction trends.

Unified Data Platform

Expertflow CX's reporting and analytics are built on a powerful, unified data platform. All data from various sources is consolidated into a single data lake, with an ETL (Extract, Transform, Load) layer that allows users to create their own data pipelines. This ensures a consistent, complete view of every customer interaction across all channels, from voice and digital to social media.

Key Report Categories

Expertflow CX offers a range of reports to meet the needs of different roles within the organization.

Conversation and Channel Reports

These reports offer detailed insights into the customer journey, from the first interaction to the outcome.

Title

Report Summary

Channel Stats Summary

Summarises all conversations opened for a particular channel during a particular period of time.

Channel Stats Graph

Shows the percentage of channel sessions closed due to a particular disposition.

Repeated Caller Report

This report shows customers who have made multiple calls/chats within a specified timeframe.

Outbound Summary Report

Provides a summary of outbound conversations.

Conversation Detail

Provides the details of a customer conversation including a conversation's direction, queue name, list name, start time, end time, duration, agent's name, customer's name, routing mode of the conversation, internal transferred count, external transfer, percentage of agent/bot participation, transcript, and disposition.

Historical Conversation Summary

Summarises all conversations over a period of time regardless of the channel type and the queue

Multichannel Session Detail

Provides the details of the Multiple channel sessions in a conversation.

Channel Session Detail

Provides the details of each individual channel session in a conversation

Conversation Volume by Disposition

Shows a bar chart display of the total number of conversations handled by Agent, Bot and Network

Wrap-up Summary

Provides the count of conversations along with associated wrap-up category and reason

Quality and Performance Reports

These reports help businesses to evaluate agent performance and ensure quality standards are met.

Title

Report Summary

Team Comparison

The Team Comparison Report provides a visual and tabular comparison of team-level evaluation scores over a selected time range. It supports filters by team, evaluation form (questionnaire), section (question group), and individual questions, allowing managers to analyze performance trends across multiple teams. The report displays data across different time scales (daily, weekly, monthly, yearly).

Agent & Team Leaderboard

The Agent & Team Leaderboard displays ranked performance data based on evaluation results. It aggregates scores across teams and agents, allowing users to compare quality performance against defined benchmarks. The report includes metrics such as the number of reviews, average scores, and score variance (standard deviation), enabling identification of top and low performers.

Evaluator Comparison

The Evaluator Comparison Report provides a visual and tabular comparison of how multiple evaluators have scored a single agent using the same evaluation form (questionnaire). It helps identify scoring variations and alignment across evaluators, supporting calibration and consistency in quality assessments. The report supports filtering by date, team, agent, and questionnaire.

Evaluation Volume

Evaluation Volume report shows evaluation counts by status (planned, in progress, completed) for selected time periods (day, week, month, year). Data appears in both tabular and graphical view to track progress and trends.

Skills Assessment

Skills Assessment report displays agent or team performance based on evaluation form scores. Supports graphical and tabular views, with filters for date, teams, agents, and questionnaires (Evaluation Form). When multiple agents are selected, the report shows average scores per form.

Agent and Queue Reports

These reports provide real-time and historical data on agent activity and queue statistics.

Title

Report Summary

Agent Availability Report

Provides MRD-wise agent's availability statistics for each agent of the team to take necessary measures to improve the contact center performance.

Agent Task Detail

Shows a detail of all conversation tasks handled/answered by the agent on queue including RONA.

Agent Not Ready Detail

Displays the details of all the not ready reasons of the agents.

Agent Not-Ready Summary

Displays the summary of all the not ready reasons of the agents.

Answered Chats in Time Intervals

Show all conversation tasks handled/answered by the agent on queue in different time intervals segregated by 15 minutes interval.

Agent Productivity By Queue

Provides the concise summary of an agent's productivity by a queue, and also highlights the total number of tasks assigned to the agent per queue.

Transferred Tasks per Queue

Shows the count of all tasks transferred out from a specific queue in the form of bar chart.

Queue Stats Today

Provides statistics of a queue for the current day since midnight

Agent Performance Report

Shows the agent's key performance indicators to intervals (15 minutes).

Queue Flushed Conversation Count

Displays the count of conversations closed forcefully in each queue by the administrator or supervisor

Agent State Analysis Report

Provides a summary of the time duration of agents' state in ready or not-ready and the reason for being in a not-ready state. This helps the business to monitor the duration of the agent in each particular state for better visualization.

Queue-wise Stats Summary

Provides the count of requests received per queue, such as the number of chats or calls in case of voice offered, DONE, cancelled, transferred, etc., to view and analyze the performance of queues.

Outbound Campaigns

These reports provide a comprehensive view of the performance, efficiency, and effectiveness of all proactive, outbound calling initiatives.

Title

Report Summary

Campaign Summary

Shows the summary of campaign contact status grouped by call result.

Connected Calls Detail

Shows the details of calls connected. It does not include any sort of abandoned calls.

Dialing & Success Rate Summary - Campaign Wise

Shows the dial or success rate of a campaign.

Campaign Calls Detail Report

Shows the calls attempted by the dialer and not connected with the end user for any reason. The report includes agent-based and IVR-based campaign calls.

IVR Reports

IVR reports offer essential insights into customer interactions with an automated phone system (Interactive Voice Response). These reports enable businesses to optimize the self-service journey, reduce agent workload, and enhance customer satisfaction.

Title

Report Summary

IVR Summary Report

Summarizes the journey of IVR activities per day

IVR Detail Report

Detail IVR journey of the customer for each call

WebRTC Reports

These reports provide an aggregated view of the overall quality, reliability, and volume of browser-based communications across your contact center for a given period.

Title

Report Summary

WebRTC Summary Report

Shows the summary of the webrtc generated links.

WebRTC Detail Report

Shows the details of webrtc link.

Survey Reports

CX Survey provides comprehensive reporting capabilities that help businesses gain valuable insights into customer feedback and agent performance. The platform offers two standard reports

Title

Report Summary

Agents' Summary Report

Focuses on agent performance, showing how customers rated specific agents based on the feedback received.

Questions' Summary Report

Provides an overview of how customers responded to each survey question across multiple interactions.