Build a custom report

Slice and dice on any field. Save the view. Share it with your team.

Updated May 24, 2026

Reports > Custom. Pick a metric (volume, time, deflection rate). Pick dimensions (channel, department, agent, day, tag). Add filters. Save.

Saved reports are private by default. Make one Shared to surface it in the team-wide reports menu.

Schedule a digest

On any report, click Email digest. Pick recipients and a cadence (daily, weekly, monthly). The digest is a PDF and a CSV.

If not, email [email protected]. We read everything and reply within hours.