Reports not available yet

Three kinds of report are not available:

• Custom dashboards. You cannot build your own page of chosen charts and figures, or save one to share with the team. Dashboards is listed in the Analytics menu with a SOON badge; Growth Dept has not set a date.

• Revenue from support. There is no report of orders placed after a conversation with your team, or of sales a chat helped close.

• Automatic quality scoring. Closed tickets are not scored by AI for accuracy, tone or resolution, and there is no review queue for quality checks.

The revenue report and quality scoring are not listed as coming later.

The reports you have#

Analytics has a fixed set of reports: Live view, Overview, Agents, Channels, Tags, Satisfaction, Busiest times, Help center, Automation and AI agent, plus a metrics glossary. Each can be filtered by date, channel, tag, agent and team, compared with an earlier period and exported as CSV. See Analytics overview.

Filling the gaps#

• Your own dashboard: export the reports you care about with Export CSV and combine them in a spreadsheet, or pull figures with the REST API on a schedule. See Filter, compare and export reports.

• Revenue: compare your Shopify sales with the customers your team helped, using the order history shown beside each ticket, or tag tickets that led to a sale and count the tag in the Tags report. See Tags report.

• Quality: send satisfaction surveys after tickets close and read low scores in the Satisfaction report. A lead can also review a sample of closed tickets each week from a view. See Satisfaction surveys.