Expertflow CX comes with various tabular and graphical historical reports that are available out of the box as part of the release. In the following sections, we'll go deeper into the details of each of those reports.
Important
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All reports listed in the document are historical reports. Data in the reports are only updated once a conversation or channel session becomes a part of the history. Usually, this is updated as per the ETL intervals defined during deployment. By default, this is set to 5-minute intervals.
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A conversation that is routed to an agent won't be reflected in the historical reports below until closed by the agent from Agent Desk (in case of an external agent application, this happens when the Unsubscribed event is fired to Agent Manager to remove an agent from the conversation)
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For all dropdown filters, note that the data is only filtered using one value and not with multiple values. So if more than one value is specified in the filters, the report records having either one of the said values will appear but will exclude the records where both of the specified filter values exist. For instance, if an agent joined several conversations while some of them were also joined by some other agents, the results will display only the records where this agent was the only agent while skipping those where this agent was present along with some other agents.
See Reporting Database Schema for more details on the type of data stored in the reporting database
See Supervisor Guide for more details on Real-time Dashboards
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Report Summary |
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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. |
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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. |
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Shows the summary of the webrtc generated links. |
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Shows the dial or success rate of a campaign. |
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Shows the details of webrtc link. |
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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. |
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Shows a detail of all conversation tasks handled/answered by the agent on queue including RONA. |
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Shows the count of all tasks transferred out from a specific queue in the form of bar chart. |
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Provides the details of each individual channel session in a conversation |
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Summarises all conversations opened for a particular channel during a particular period of time |
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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. |
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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. |
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Shows the percentage of channel sessions closed due to a particular disposition. |
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Shows the summary of campaign contact status grouped by call result. |
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Shows the details of calls connected. It does not include any sort of abandoned calls. |
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Displays the count of conversations closed forcefully in each queue by the administrator or supervisor |
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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. |
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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. |
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This report shows customers who have made multiple calls/chats within a specified timeframe. |
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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. |
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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). |
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Displays the details of all the not ready reasons of the agents. |
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Shows the agent's key performance indicators to intervals (15 minutes). |
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Displays the summary of all the not ready reasons of the agents. |
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Provides the details of the Multiple channel sessions in a conversation. |
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Show all conversation tasks handled/answered by the agent on queue in different time intervals segregated by 15 minutes interval. |
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Summarizes the journey of IVR activities per day |
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Detail IVR journey of the customer for each call |
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Shows a bar chart display of the total number of conversations handled by Agent, Bot and Network |
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Provides the count of conversations along with associated wrap-up category and reason |