How to create and Reports on Dashboard

[mathumathi]

Hi,
This is my task , can anyone help me to finish this?

* Create 1 survey triggering after incidents and requests are closed.

   Metric 1: Was your request/incident resolved?

                             Options: Yes or No

   Metric 2: How satisfied were you with the overall service?
              Options: Very Satisfied (value = 3), Satisfied (value = 2), Somewhat Satisfied(value = 1), Unsatisfied (value = 0)
   Metric 3: How satisfied were you with the technician?

                             Options: Very Satisfied (value = 3), Satisfied (value = 2), Somewhat Satisfied(value = 1), Unsatisfied        (value = 0)

     Metric 4: Any additional Comments?

*Add Reporting on Dashboard:

- Add interactive filtering by weekly, monthly, quarterly, yearly.

- We need to calculate each of the metrics above by percentage.

- We need to calculate the overall CSAT(Customer Satisfaction ) Score broken down by percentage.

-We need to calculate the CSAT(Customer Satisfaction ) Score by tech broken down by percentage.
-We need to calculate the CSAT(Customer Satisfaction ) Score by assignment group broken down by percentage.

Thanks in Advance!!

[AndersBGS]

HI  @mathumathi ,

I understand the overall requirement, but where do you experience issues? Is that in the survey? In creating the reports? adding the reports to a dashboard? In general to calculate percentage, you should utilize performance analytics and not the report designer.

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

best regards

Anders

[sriram 1]

Hi @AndersBGS ,

Actually the task is related to performance analytics, from the Survey we need to create one report for this - Add interactive filtering by weekly, monthly, quarterly, yearly. 

And How to achieve this survey triggering after incidents and requests are closed.

Could you please help me on this.

Thanks in advance,