82.1 TrackChat Reports Overview

TrackChat provides a permission-controlled Reports workspace for reviewing communication activity and conversation performance.

The report aggregates TrackChat Conversations and Messages into operational metrics and visual breakdowns.

82.2 Report Access

The Reports controller requires TrackChat viewing permission.

If Reports is not available to your account, continue using the TrackChat functions presented to your authenticated user rather than attempting to open a restricted reporting route.

82.3 Available Reporting Windows

The TrackChat report supports three confirmed reporting periods:

  • 7 days.
  • 30 days.
  • 90 days.

The default reporting window is 30 days when another supported period has not been selected.

82.4 Total Conversations

The report calculates the number of TrackChat Conversations created within the selected reporting period.

Use Total Conversations to understand overall conversation volume, but combine it with message and status information before drawing conclusions about workload or performance.

82.5 Resolved Conversations

The report separately counts Conversations whose status is Resolved.

A higher resolved count indicates more Conversations have reached that stored resolution state during the selected period. Review Conversation status practices when the result does not match the team's actual workflow.

82.6 Average Resolution Time

TrackChat calculates an average resolution time for resolved Conversations using the elapsed time between the Conversation's creation and its recorded update associated with resolution.

Use this as an operational trend rather than assuming every Conversation should take the same amount of time to resolve.

82.7 Inbound Messages

The report counts inbound Messages for the selected period while excluding internal note records from the message total.

Inbound volume helps indicate how much external communication is reaching the TrackChat environment.

82.8 Outbound Messages

The report also counts outbound Messages while excluding internal notes.

Compare outbound and inbound activity to understand the overall direction of communication during the selected period.

82.9 Messages and Conversations by Day

The report builds a daily activity series containing:

  • Message count by day.
  • Conversation count by day.

Use the daily view to identify peaks, quiet periods, or changes in communication volume.

82.10 Activity by Channel

TrackChat Reports include a breakdown by communication channel.

Use this view to understand which supported communication sources are producing the most activity during the reporting period.

Channel activity should be interpreted in context. A high-volume source is not automatically the highest-value or most successful source.

82.11 Activity by Agent

The reporting controller also calculates per-agent information.

Use the agent view to understand how Conversations are distributed across staff activity in TrackChat.

Do not evaluate staff performance from one number alone. Review assignment practices, conversation complexity, status accuracy, volume, and the selected reporting period.

82.12 Status Breakdown

The report provides a breakdown of Conversations by their stored status.

Use this to understand how much work remains in each operational conversation state.

If the breakdown appears unrealistic, review whether staff are keeping Conversation statuses current in the Inbox.

82.13 Comparing Reporting Periods

To understand trends:

  1. Open TrackChat Reports.
  2. Review the 7-day period.
  3. Note the major metrics and activity pattern.
  4. Switch to 30 days.
  5. Compare short-term activity with the broader period.
  6. Switch to 90 days when a longer trend is needed.
  7. Investigate significant changes in the underlying Conversations.

82.14 Reports Reflect Stored CRM Activity

TrackChat Reports summarize Conversations and Messages already stored in the module.

If a report appears incorrect, inspect the underlying Conversation records, message history, status, assignment, and dates before assuming the reporting interface itself is wrong.

82.15 Investigating a Performance Change

  1. Confirm the selected 7-, 30-, or 90-day period.
  2. Review Total Conversations.
  3. Review Resolved Conversations.
  4. Review average resolution time.
  5. Compare inbound and outbound volume.
  6. Review daily activity.
  7. Review channel distribution.
  8. Review agent distribution.
  9. Review status breakdown.
  10. Open representative Conversations for context.

82.16 Best Practices

  • Always confirm the reporting window.
  • Interpret conversation volume together with status and resolution information.
  • Review channel performance in business context.
  • Use agent metrics as one part of performance review rather than the only measure.
  • Keep Conversation statuses accurate.
  • Investigate the source Conversations behind unusual report results.
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