Reports Overview
This module allows you to receive more insights and details about the overall performance of your workforce, and helps you view your Workplace's operations, which will help you in making data-driven decisions with your businesses.
Reports Module is available for all plans.
This module will not be viewable for restricted users. (Restricted users are users with limited views as created by the admins) This module can be viewed by Admins, Managers, and users with access to the Reports module.
This module can be accessed through the navigation list on your left side of the screen, then go to Reports.
You will be able to view 3 main types of reports, and from these types you will have different reports to view. The tabs are:
Reports: Enquiries
Reports: Chats
Reports: Appointments
Each tab contains a distinct set of report filters, allowing for comprehensive analysis and the generation of insightful information derived from the reports.
Certain filters apply exclusively to specific overviews within the report tabs. Consequently, these overviews may either not appear completely, or will appear empty.
The filters that you apply within the system are preserved specifically at the individual user level. This ensures that any adjustments or modifications made by other users will not have an impact on your personalized settings. As a result, you are able to seamlessly continue your work from the exact point where you left off, enhancing both your productivity and overall user experience. This feature provides a consistent and stable environment for you to manage your tasks without the interruption of external changes.
You have the ability to download some of the reports. If you see these three lines, press on them and you will get options to download the reports in different file types which are: SVG, PNG, and CSV.
In some reports, you will be able to export the report for external usage. This will allow you as businesses to use our Reports module directly in your presentations or data analyzing tools. You need to click on Export, and then you will be able to export the file as CSV, or Excel.
For our charts, especially those in the Chat Reports, you will be able to group by clicking on the Group By option, and then you will get a list of different options that you may choose from. Of course, this view will not affect any other viewer's interface.
- What is the purpose of the Reports module?
- The Reports module provides insights into workforce performance, operational efficiency, and overall business activities. It helps you make data-driven decisions by offering detailed analytics.
- Who can access the Reports module?
- The Reports module is accessible to Admins, Managers, and users with explicit access permissions. Restricted users (those with limited views assigned by admins) cannot view this module.
- How can I access the Reports module?
- Navigate to the left-side menu and click on the "Reports" option to access this module.
- What are the three main report tabs in the Reports module?
- Can I filter reports for specific insights?
- Yes, each report tab comes with unique filtering options, allowing you to analyze data comprehensively. Filters are user-specific, so changes made by others will not affect your settings.
- How do the filters enhance the user experience?
- Filters applied are saved at the individual user level, ensuring that your settings remain intact even if other users adjust their filters. This ensures continuity and consistency in your work.
- Can I download or export reports for external use?
- Yes, many reports can be downloaded in formats such as SVG, PNG, or CSV by clicking on the three-line menu. Additionally, some reports can be exported in CSV or Excel formats for presentations or further analysis.
- What is the "Group By" feature in chat reports?
- The "Group By" option in Chat Reports allows you to customize the chart view by selecting different grouping criteria. This customization only affects your view and does not impact other users.
- Are reports available for all Sanoflow plans?
- Yes, the Reports module is available across all Sanoflow plans, ensuring all users can leverage its features based on their permissions.
- How can I ensure my personalized report view is preserved?
- Your filter and settings are saved at the user level, meaning any modifications you make are exclusive to your account. This ensures you can resume work from where you left off without disruptions from other users.