Looking to stay up to date with important statistics and data from your Tidio account? You’ve come to the right place! In this article, we’ll help you understand the simple process of enabling email reports so you can easily track your data.
Reports
Reports are automatically enabled in your Tidio dashboard. However, if you would like to disable them, change how often you receive them, or add email addresses to which reports should be sent, follow these steps.
Go to Settings> Projects and billing> Preferences in your Tidio control panel:
There, you can enable (or disable) reports, and choose how your reports will work:
There are several options to choose from when it comes to how often you receive reports. You can choose to receive the reports:
- daily
- weekly
- Monthly
You can also add additional delegates to the send so that the report is sent to more operators or employees. This way you can decide who receives these reports, if necessary.
[note_box] Tip: If you manage a large team, it’s a good idea to set up reports to be sent to managers or team leaders. This can help them track team performance and identify issues in real time. [/note_box]
Report sample
Below you can see an example of how to start a report. Each report includes the overall performance of the team and separate reports for each operator. At the end of each report, you will find the option to open the analytics section in the Tidio dashboard to learn more about each metric.
How can reports improve your business?
Reports are an important tool for effective business management. They allow you to get a clear picture of your team’s performance, understand your customers’ needs, and identify market trends. With reports, you can make more informed decisions and improve the service you provide to your customers.
Monitoring team performance
With reports, you can track your team’s performance in real time. You can see which of your operators is answering the most calls, who is providing the best service, and who needs improvement. This allows you to manage your team more effectively and ensure that every customer receives the best service.
Understanding customer needs
Reports can help you understand your customers’ needs. You can see which questions are asked the most, what problems are common, and what your customers are looking for. This allows you to tailor your services to your customers’ needs and improve their satisfaction.
Identifying market trends
With reports, you can identify market trends and see how your business fits into them. You can see which products or services are more popular, and which are less. This allows you to adapt your business strategy to market trends and improve your business performance.
Using reports to improve service
Reports can be used as a tool to improve the service you provide to your customers. With the help of reports, you can see where there is room for improvement, and make the necessary changes to provide better service. This could include improving work processes, training staff, or adapting products and services to customer needs.
[fact_box] Interesting use: Tidio allows small businesses to track customer interactions in real time, allowing them to improve customer service and identify trends in common questions or problems. [/fact_box]
summary
In conclusion, reports are an essential tool for any business that wants to improve its performance and provide better service to its customers. With Tidio, you can easily run reports, track team performance, understand customer needs, and identify market trends. Don’t hesitate to take advantage of these tools to upgrade your business.
Faq
- How can I run reports in Tidio?
To enable reports, go to Settings in your control panel and select Projects & Billing, then Preferences. There you can enable reports and choose how often you want to receive them.
- What are the options for the frequency of receiving reports?
You can choose to receive the reports daily, weekly, or monthly, depending on your needs.
- Can I send reports to multiple people?
Yes, you can add additional email addresses for sending so that reports are sent to multiple representatives.
