How do I get freshdesk reports?

2019-05-01 editor Recommendations 0

How do I get freshdesk reports?

Login to your Freshdesk account as an Administrator. Go to Admin > Reports and select the report to be generated. Click on Filter and select the required filter options and click Generate. Near the report title, a tick appears which acts as the Save As feature for the generated report.

What is fresh Desk com?

Freshdesk is an online cloud-based customer support software providing help desk support with all smart automations to get things done faster. It has remained a popular choice for businesses that want to increase customer engagement and manage customers as they scale.

What is analytics in freshdesk?

Note: Learn the basics of Analytics in this video. Analytics in Freshdesk lets you identify problems and keep tabs on all the metrics that matter to you. Measure and improve efficiency easily; pay attention to the most vital cogs of your helpdesk.

What is freshdesk Omnichannel?

Freshdesk Omnichannel is the customer engagement platform where people and bots work seamlessly to delight your customers at every touchpoint.

How do I schedule a freshdesk report?

The option to schedule a report is available from Garden Plan onwards, for both On-Demand and Saved Reports. Please navigate to the Reports tab -> click on the report for which you need to set this up -> click on “Create Schedule” option available next to the Report Name (or) Report View Title.

How do I check my freshdesk plan?

Displaying plans

  1. To upgrade your plan, please head to Admin -> Account -> Plans and Billing.
  2. There, you would find the different plans along with the provision to specify the number of agents, kindly select the “Choose the plan” option to proceed with your upgrade.

Where is freshdesk located?

Freshdesk headquarters and office locations Freshdesk is headquartered in San Bruno, CA and has 1 office location across 1 country.

Who owns Freshworks?

Girish Mathrubootham
Girish Mathrubootham, founder and CEO of Freshworks. When Girish Mathrubootham cofounded cloud services firm Freshdesk in the southern Indian city of Chennai in 2010, he knew exactly what he was aiming for: “We wanted to go big or go home,” he disclosed to Forbes in a 2019 interview that now seems prescient.

How do I automate on freshdesk?

A quick guide for creating an automation rule to run on ticket creation:

  1. Log into your Freshdesk account as an Administrator.
  2. Go to Admin > Workflows > Automations.
  3. Click on New Rule from the Ticket Creation tab.
  4. Give your rule a name.
  5. Set up Conditions which act as a trigger for this particular rule.

How do I create a dashboard in freshdesk?

Login to your Freshdesk account as an Admin/Supervisor. In the Dashboard tab, click on the hamburger symbol on the top left corner and then click on + New team dashboard. An account can have a maximum of 15 custom dashboards.

What is Byoc Freshcaller?

Bring Your Own Carrier (BYOC) to Freshdesk Contact Center (formerly Freshcaller) With BYOC, you get to retain your number and carrier or choose from a list of our carrier partners. SIGN UP FOR A 21-DAY TRIAL. All Features Phone Numbers Bring Your Own Carrier BYOC.

What is Omnichannel Service Desk?

Omnichannel Help Desk Software engages with customers across multiple channels of communication to provide a unified customer experience. The key stakeholders involved here are the customers raising issues or queries and the agents resolving them.