Accessing analytics
Navigate to analytics dashboards from the left sidebar to explore service desk data.1
Access analytics
From your , click Analytics in the left sidebar.
2
Choose dashboard type
Select from seven prepackaged dashboards: Tickets, Agents, Efficiency, Forms, SLAs, CSAT, and Knowledge Base Analytics, or create custom dashboards.
3
Apply filters
Use date ranges, filters, and other parameters to focus on relevant data.
Prepackaged dashboards
Seven ready-to-use dashboards provide immediate insights into service desk operations.Tickets
Tickets
Monitor volume, status distribution, and lifecycle patterns.
- Overall ticket counts and trend indicators
- Active tickets requiring attention
- Tickets awaiting assignment
- Tickets being worked on by
- Successfully completed tickets
- Time-series visualizations of creation patterns and transitions
Learn more about ticket statuses and channels
Agents
Agents
Analyze team performance and AI automation impact.
- Workload distribution across your team
- Human vs automated resolution rates
- Efficiency gains from participation
- Visual breakdowns of ticket assignments
- Historical analysis of agent activity and AI impact
Learn more about AI agents and ticket roles
Efficiency
Efficiency
Track operational efficiency and process optimization metrics.
- Average response time across all tickets
- Ticket assignment speed
- Overall resolution performance metrics
- Efficiency trend analysis over time
Response time and resolution metrics help identify bottlenecks and process improvement opportunities.
Forms
Forms
Understand request patterns and analyze how different perform across your service desk.
Learn more about creating and managing forms
SLAs
SLAs
Monitor performance across all levels.
- First response times by priority (Total, Urgent, High, Medium, Low)
- Resolution performance breakdown by priority level
- Historical trend visualization
- Closure time analysis across priority categories
Learn more about configuring SLAs and setting priorities
CSAT
CSAT
Track customer satisfaction patterns and feedback trends.
- Overall customer satisfaction scores across all tickets
- Satisfaction scores by levels
- Time-series analysis showing satisfaction trends
CSAT data is only available for where customer satisfaction surveys have been enabled and tickets have been resolved with customer feedback.
Learn more about customer satisfaction surveys
Knowledge Base Analytics
Knowledge Base Analytics
Measure effectiveness and article performance to understand how documentation impacts ticket deflection and user self-service.
- Total users interacting with knowledge base articles
- metrics showing requests resolved through self-service
- Ticket escalation rates when knowledge base cannot resolve requests
- Top 10 most viewed articles across all categories
- Top 10 articles with highest deflection rates
- Top 10 articles with highest escalation rates
- Knowledge base usage trends over time
Knowledge Base Analytics helps identify which articles effectively resolve user questions and which topics require improved documentation or additional support resources.
Learn more about configuring knowledge sources
Custom dashboards
Create tailored dashboards using the flexible dashboard builder for specific reporting needs beyond the prepackaged dashboards.Building custom dashboards
1
Create new dashboard
Click Add Card from the top left of any analytics page to start building a custom dashboard or widget.
2
Choose card type
Select from two card types:
- Metric: Display single values and grouped categorical data
- Trend: Create time-series visualizations showing data changes over time
3
Configure basic settings
Provide a Name and Description for your widget to make it easily identifiable to your team.
4
Select data source
Choose your data source:
- Tickets: Primary service desk data including , , assignments
- Messages: message data for analyzing communication patterns
5
Configure analytics settings
Set up your widget with grouping, aggregation, and time interval options based on your selected card type and data source.
Card types
Metric cards
Metric cards
Use Metric cards to display key performance indicators with single values or grouped categorical data.Best for:
- Current totals and counts
- Categorical breakdowns
- Snapshot views of current state
- Comparing values across groups
Trend cards
Trend cards
Use Trend cards to create time-series visualizations showing how your data changes over time.Best for:
- Historical pattern analysis
- Identifying trends and seasonality
- Tracking progress toward goals
- Comparing performance across time periods
Data sources and grouping
Group your analysis by key dimensions depending on the data source you select.Tickets data source
Tickets data source
Primary service desk data including , , and assignments.Status and assignments
- Assignee
- Requester
- Author
- levels (Urgent, High, Medium, Low)
- Created
- Updated
- Start date
- Approved
- Declined
- Archived dates
- Whether human or participated in ticket resolution
Messages data source
Messages data source
message data for analyzing communication patterns.Authors and sources
- Message author
- Source tracking
- Associated ticket
- Human vs AI-generated messages
- Message feedback comparison
- Public messages
- Response categorization
- Time-based analysis
Configuration options
Configure how your custom dashboard aggregates and displays data.Aggregation
Aggregation
Choose how to calculate values for your analytics cards.Count
- Total number of records in your dataset
- Best for: Ticket volume, message counts, activity tracking
- Mean value calculation for numeric data
- Best for: Response times, resolution times, satisfaction scores
- Total of all numeric values
- Best for: Total time spent, cumulative values
- Minimum or maximum values in your dataset
- Best for: Fastest/slowest response times, date ranges
Time intervals
Time intervals
Time intervals determine how your data is grouped and displayed over time in Trend cards.Daily
- Detailed short-term analysis with individual data points
- Best for: Recent activity monitoring, identifying daily patterns
- Medium-term trend analysis grouped by weeks
- Best for: Sprint cycles, weekly performance reviews
- Long-term pattern analysis ideal for identifying seasonal trends
- Best for: Monthly reporting, quarterly planning
- Business reporting cycles and year-over-year performance tracking
- Best for: Executive reporting, long-term trend analysis
Choose time intervals based on your analysis needs. Shorter intervals provide more detail but may include more noise, while longer intervals reveal broader trends.