‎Make Informed Decisions with Sprinklr Service Reports

Make Informed Decisions with Sprinklr Service Reports

Updated

4 months ago

Make decisions that resonate with the growth of your brand/organization via unique and easy-to-use Sprinklr Service Reports.

Sprinklr Service enables you to perform sophisticated and innovative reporting and analytics on your customer support data and helps you make more informed, evidence-based decisions. You can view the set of curated reports for quick insights and build reports unique to your business via custom reporting using Sprinklr Service.

With Sprinklr Service Curated Reports, you can dig deep and understand the overall team performance. There are several Curated Reports such as SLA Monitoring, Ticket Analysis, Team Performance Overview, Customer Satisfaction Report, etc. These reports are curated in a way that helps you understand every aspect of your team’s performance.

Overview of the Reports window

Reports window — overview

Terms	Description
Create Reports	Click to create a report.
Search	Type to search the existing reports.
Curated Reports	This displays all the reports available by default, i.e.: SLA Monitoring Ticket Analysis Team Performance Overview Customer Satisfaction Report Call Volume Insights
See All	Click to see all the available reports in your workspace.
My Reports	This is a list of the reports created by you or shared with you.
Dashboard Filter	Use the drop-down menu to filter your reports.
Sort By	Use this option to sort your reports by name.

To create a Report

To learn how to create a report, click the link here.

Available actions on Reports

You can take the following actions on Reports in Sprinklr Service:

Filter Reports

Note:

This functionality is only available for Default reporting dashboards.

Filtering allows you to better analyse your data. When a filter is applied to a Report, only the applicable data points that meet the filter criteria will display.

While filtering your data, you can use the default as well as custom filtering options. The supported default filters are:

Filter	Description
Platform	Use this filter to filter out data based on various platforms, i.e., Facebook, Apple Business Chat, Email, Yelp, etc.
Teams	Use this to filter reports based on the data related to different teams.
Agents	Use this filter to analyse the overall report of specific agents.
Supervisor	This filter enables you to analyse the overall report of a specific supervisor.
Account	This filter allows you to analyse data based on different accounts in your workspace.

Note:

This functionality is only available for Default reporting dashboards.

Share option enables you to share specific Reports with multiple stakeholders within your organisation or out of your organisation to their email addresses.

Schedule Exports of Reports

Note:

This functionality is only available for Default reporting dashboards.

With the Schedule Exports capability, you can schedule the regular export of reports to stakeholders within your organisation or to external email addresses.

On the Curated Reports window, click the Schedule Export icon.
On the Schedule Report pop-up window, select the Frequency of export, configure the Date and Time, select the users you want to export the data to, and select the export Format. Click Schedule.

Generate Slides

Note:

This functionality is available for both Default and Custom reporting dashboards.

Generating slides is a great way to share your reports with other associates who are not part of Sprinklr. These slides are available to view for anyone with the link, and the data keeps on updating in real time. So, you don't have to share the same report multiple times, and your associates can just visit the link anytime to view the latest data.

Click the Generate Slides icon to generate slides of your reports. The slides will open in a new window. You can also view the Slides in Full Screen, Download them as PDFs, and Share the URLs externally.

Export Reports

Note:

This functionality is available for both Default and Custom reporting dashboards.

Click the Export icon to export your slides in Excel or PDF file formats.

Export to Excel - If you select Export to Excel, you will receive an email with a subject consisting of your report name and the export timing. You can further download and use that data.

Export to PDF - If you select Export to PDF, a pdf file will be downloaded to your downloads folder in your system.

Edit a Report

Note:

This functionality is only available for Custom reporting dashboards.

This option allows you to edit your existing report and add/remove the desired dimensions.

Click the Edit icon on your Custom Reporting Dashboard, change the Dimension and click Save.

Reporting Range

Note:

This functionality is available for both Default and Custom reporting dashboards.

Reporting Range option enables you to define data intervals and helps group results into ranges or buckets. You can also specify Custom Range for your report.

On Reporting Dashboard, click the Reporting Range drop-down menu.
Select from the default reporting time ranges, i.e., Today, Last 24 Hours, Last 7 Days, Last 30 Days, Last 60 Days, Last 90 Days, and Last 120 Days.
Select Custom Range, if you want to filter reporting data based on your desired time range.
On the Date Range pop-up window, configure your reporting range and click Save in the bottom right corner. This will filter your dashboard with the range you selected. You can also select different Timezones while using Custom Range.

Drill Down Reports

Note:

This functionality is available for both Default and Custom reporting dashboards.

Drill-down reporting helps you visualise data thoroughly and in a detailed fashion. In Sprinklr reporting, the drill-down capability is used to get a more granular overview of the data rather than a general view.

Click on any reporting widget data points to open the Third Pane on the left where you can view all the information you need.

SLA Monitoring

Ticket Analysis

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