✔  Available on Premium and Enterprise subscriptions

What
Report on how team members are performing based on ticket interactions.
Why
  • Understand the distribution of customer tickets across your team.
  • Assess each agent's volume of replies vs. tickets solved.
  • Identify which agents have helped the most customers.
Who
  • All agents
When
A department lead wants to better understand agent workload and ticket-solving effectiveness.

Example: As a marketing manager, use the advanced filters to drill down the report to specific agents on your team.
What
Report on how team members are performing based on ticket interactions.
Why
  • Understand the distribution of customer tickets across your team.
  • Assess each agent's volume of replies vs. tickets solved.
  • Identify which agents have helped the most customers.
Who
  • All agents
When
A department lead wants to better understand agent workload and their ticket-solving effectiveness.

Example: As a marketing manager, use the advanced filters to drill down the report to specific agents on your team.

Before you start

Applying the following affects the data displayed in Team reports:


Access Team reports

Team reports can be found in the site-level Reports area.

  1. Click Reports in the main navigation.
  2. Select the Team tab.
Image Placeholder


Customers helped

Timeline showing the volume of customers that have had at least one reply on any of their tickets during the selected date range.

Image Placeholder
Metric
Purpose
Customers helped
Count of customers that have received at least one agent reply on any of their tickets during the selected period.
Tickets solved
Count of tickets whose status has been set to solved.
  • When a solved ticket is reopened, it is excluded.
    • When it is re-solved, the most recent solved date is used.
  • Closed tickets are excluded.
Replies sent
Count of the total number of agent replies sent during the selected date range.
Average happiness
Average happiness % across all ratings received, based on the following formula:
Average happiness = (sum of the score) / (number of ratings)

  • Sum of the score = (# great ratings x 100) + (# OK ratings x 50) + (# bad ratings x 0)
  • Number of ratings = total number of ratings received
First response time (created)
Based on tickets created and replied to during the selected date range.
First response time (replied)
Based on tickets created anytime, with a first response during the selected date range.
Resolution time
The average time taken for a ticket to go from created to closed or solved.
Metric
Purpose
Customers helped
Count of customers that have received at least one agent reply on any of their tickets during the selected period.
Tickets solved
Count of tickets whose status has been set to solved.
  • When a solved ticket is reopened, it is excluded.
    • When it is re-solved, the most recent solved date is used.
  • Closed tickets are excluded.
Replies sent
Count of the total number of agent replies sent during the selected date range.
Average happiness
Average happiness % across all ratings received, based on the following formula:
Average happiness = (sum of the score) / (number of ratings)

  • Sum of the score = (# great ratings x 100) + (# OK ratings x 50) + (# bad ratings x 0)
  • Number of ratings = total number of ratings received
First response time (created)
Based on tickets created and replied to during the selected date range.
First response time (replied)
Based on tickets created anytime, with a first response during the selected date range.
Resolution time
The average time taken for a ticket to go from created to closed or solved.

If a comparison date range is used, the increase or decrease in each metric between the two periods is also displayed.


Tickets assigned

Shows the number of tickets that have been assigned to each agent on a given day across the selected date range.

📝 This is based on the action of tickets being assigned to the agent over the course of the period, not the number of tickets currently assigned to the agent.

Image Placeholder



Average replies per ticket

Displays the average replies agents have made per ticket in a given period. This is based on their total replies and number of tickets interacted with in the period.

Example: An agent makes 20 replies across 10 tickets today. This will be displayed as an average of two replies per ticket for today.

Image Placeholder


Agents

Shows a list of the agents on the Teamwork Desk site and corresponding insights into their performance.

Metric
Purpose
Replies
The number of replies the agent has made in the selected period.

This does not include notes added to tickets.
Tickets helped
The number of tickets that the agent has marked as solved in the selected period.
Customers helped
The number of unique customers (defined as one customer per ticket) that an agent has interacted with during the selected period.
Resolution time
The average resolution time of tickets the agent has worked on during the selected period (regardless of assignee).
Happiness score
The agent's overall happiness score across all of the tickets they have interacted with, defined by the score on those tickets.
Metric
Purpose
Replies
The number of replies the agent has made in the selected period.

This does not include notes added to tickets.
Tickets helped
The number of tickets that the agent has marked as solved in the selected period.
Customers helped
The number of unique customers (defined as one customer per ticket) that an agent has interacted with during the selected period.
Resolution time
The average resolution time of tickets the agent has worked on during the selected period (regardless of assignee).
Happiness score
The agent's overall happiness score across all of the tickets they have interacted with, defined by the score on those tickets.