Review service performance
Follow conversation volume, SLA adherence and customer-satisfaction results in service reports.
Back to featuresReports
Operational visibility
See how client work is progressing
Use the records your team already maintains to review service delivery, billable work and outstanding balances, with access governed by your role and workspace permissions.
Understand time and balances
Review utilization, accounts receivable aging and top-customer reports. Use them to see where effort and unpaid balances are concentrated.
Build a focused report
Choose supported sources and columns, apply filters and group or aggregate records. Save the definition for later use.
Schedule regular reviews
Schedule supported reports for daily, weekly or monthly email delivery through a configured mailbox. Set the send time and recipients in workspace settings.
Works with
Continue the work across UnifyDesk product areas.