Reporting & AnalyticsPurpose
1.2. Provide real-time insight into agent productivity, resolution times, customer satisfaction, and trending issues.
1.3. Enable routine, scheduled delivery of updated data to management, team leads, and partners.
1.4. Integrate multi-source data (CRMs, ticketing, surveys, IoT appliance monitoring, call transcripts) for comprehensive analytics.
1.5. Facilitate compliance and audit trails by timestamping dashboard versions.
Trigger Conditions
2.2. Completion of end-of-day (EOD) processes in service desks or CRM systems.
2.3. Achievement of pre-defined event thresholds (e.g., >100 cases closed, CSAT drop >10%).
2.4. Receipt of new raw data in SFTP/cloud storage.
2.5. Manual trigger by authorized supervisor.
Platform Variants
• Feature/Setting: Power BI REST API for Data Refresh; Schedule automated refresh using service principal and Azure AD.
3.2. Tableau
• Feature/Setting: Tableau Server REST API "Run Extract Refresh Task"; configure schedules in Tableau Prep Conductor.
3.3. Google Data Studio (Looker Studio)
• Feature/Setting: Google Apps Script triggers for scheduled data source updates; link to Google Sheets API.
3.4. Salesforce
• Feature/Setting: Analytics API for dashboard generation and reporting snapshots; configure scheduled jobs via Flow.
3.5. Zoho Analytics
• Feature/Setting: Zoho Analytics REST API; automated data push and dashboard publish times via API jobs.
3.6. Klipfolio
• Feature/Setting: Klipfolio Data Source API calls and "Refresh Schedule" settings for metric boards.
3.7. Domo
• Feature/Setting: Domo Workbench and Domo API Scheduler for data reporting tasks.
3.8. Sisense
• Feature/Setting: Sisense REST API with Dashboards endpoints, "Scheduled Reports" for PDF/HTML exports.
3.9. Google Sheets
• Feature/Setting: Google Sheets API with App Script time-driven triggers for compiling and emailing dashboards.
3.10. AWS QuickSight
• Feature/Setting: QuickSight Create/UpdateDashboard API and scheduled email reporting configuration.
3.11. Databox
• Feature/Setting: Custom API Push and "Scheduled Snapshots" via Databox Scheduler.
3.12. Freshdesk
• Feature/Setting: Freshdesk Analytics API, scheduled exports, and webhook triggers for summary reports.
3.13. Zendesk
• Feature/Setting: Zendesk Explore API data export; schedule reports with Automations.
3.14. ServiceNow
• Feature/Setting: ServiceNow Reporting API, scheduled data extracts and report distribution.
3.15. Monday.com
• Feature/Setting: Monday API with Integromat/Make for scheduled dashboard compilation; Automation Recipes.
3.16. Smartsheet
• Feature/Setting: Smartsheet Reports API and time-based workflows for compiling analytics.
3.17. Qlik Sense
• Feature/Setting: Qlik Sense Scheduler, QRS API for automated dashboard publication.
3.18. AirTable
• Feature/Setting: Airtable API with timed scripts for data aggregation and dashboard assembly.
3.19. SAP Analytics Cloud
• Feature/Setting: Export Service API, scheduled publication, and notifications via Cloud Scheduler.
3.20. IBM Cognos Analytics
• Feature/Setting: Cognos REST API and scheduled report runs via Job Scheduling.
3.21. HubSpot
• Feature/Setting: HubSpot Analytics API, scheduled dashboard exports and email routines.
3.22. Intercom
• Feature/Setting: Intercom API, Data Exports, and scheduled Insights export via workflow triggers.
3.23. Google BigQuery
• Feature/Setting: Scheduled Queries API and dashboard export using Email Reports.
Benefits
4.2. Delivers up-to-date analytics for faster management decisions.
4.3. Ensures uniformity in KPIs and reporting standards across teams.
4.4. Promotes operational transparency and accountability in customer service.
4.5. Enables proactive issue detection with rapid insight cycles.