What is respond.io?
Setting Up an Account
Inviting Your Teammates
Getting Contacts to Message You
Automated Welcome and Away Messages
Responding to Messages
Glossary of Terms
WhatsApp Business API Quick Start
Getting Ready for Inbound Conversations
Getting Ready for Promotional Messaging
WhatsApp Official Business Account (Green Tick)
Grow your WhatsApp Audience by Maximizing Entry Points
WhatsApp Message Templates
WhatsApp Business API Channel Configuration
WhatsApp Messaging Limits
Migrating from WhatsApp Personal or WhatsApp Business App
Phone Number Migration to respond.io WhatsApp Business API
Turn-off WhatsApp Number Two-Step Verification
WhatsApp Business API (respond.io BSP)
WhatsApp Cloud API
Phone Number Migration to WhatsApp Cloud API
Website Chat Widget
Website Chat Widget Overview
Install Website Chat Widget on WordPress
Install Website Chat Widget on Shopify
Install Website Chat Widget on Wix
Install Website Chat Widget on Joomla
Install Website Chat Widget on Squarespace
Google Business Messages
Dashboard & Reporting
Managing a Workspace
Workspace Settings: General
Workspace Settings: Users
Workspace Settings: Teams
Workspace Settings: Channels
Workspace Settings: Contact Fields
Workspace Settings: Integrations
Workspace Settings: Closing Notes
Workspace Settings: Snippets
Workspace Settings: Files
Workspace Settings: Data Export
Workspace Settings: Data Import
Workspace Settings: Growth Widgets
Organization Settings: General
Organization Settings: Users
Organization Settings: Workspaces
Organization Settings: WhatsApp Fees
Organization Settings: Billing & Usage
Support Use Cases
Inbound Support: Identify Contacts by Email and Phone Number
Inbound Support: Enrich Customer Data from a CRM or other Business Software
Inbound Support: Route Customers to the Right Team Automatically
Inbound Support: Auto-Assign Customers to a Team or Dedicated Agent
Send Outbound Support Messages
Support: Closing Conversations
Supervising Your Support Agents
Reporting for Support
Send CSAT to Customer and Save Data in Google Sheets or CRMs
Sales Use Cases
Inbound Sales: Collect Leads' Email and Phone Number
Inbound Sales: Enrich Contact Data and Qualify Leads
Inbound Sales: Routing Leads
Inbound Sales: Auto-Assign Leads to Sales Agents
Sending Outbound Sales Messages
Track Productivity by Closing Conversations
Supervising Sales Agents
Reporting for Sales
Broadcasts Use Cases
Sending a Simple Broadcast
Start a Workflow Based on Broadcast Response
Troubleshooting a Failed Broadcast
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
Dialogflow: Managing Intents
Dialogflow: Response Templates
Dialogflow: Custom Payloads
Dialogflow: Fulfillment Webhook Request
E-Commerce & CRM Integrations
E-Commerce Integration: Shopify
E-Commerce Integration: BigCommerce
E-Commerce Integration: WooCommerce
E-Commerce Integration: Magento
CRM Integration: HubSpot
CRM Integration: Salesforce
CRM Integration: Pipedrive
CRM Integration: ActiveCampaign
We love to hear from you!
Table of Contents
- Dashboard & Reporting
- Reports Overview
Updated by Susan Swier
This module provides more insights into your workforce's performance on the platform and helps businesses to make informed decisions based on information gathered through the platform.
Data shown in the reports are according to the Workspace’s Timezone settings so ensure that you have set your preferred timezone.
This module can be accessed from the side navigation menu under the menu item, Reports.
In this module, there are 9 reporting tabs. Each tab consists of metrics, charts and listings related to the entity. The tabs are as follows:
Each tab has its own set of report filters that enable you to perform in-depth analysis or create insightful information from the reports.
Some filters are only applicable to certain overviews in the report tabs. In this case, those overviews will be empty and indicated as not applicable.
The filters applied are retained on the user level and not affected by changes made by other users so that you can pick up from where you left off.
For charts that contain multiple breakdown options, you can click the Group By drop-down list to view the options available.
Click the 3 dots icon next to the chart to download the selected chart. There are 3 options available: SVG, PNG and CSV.
Export Data to CSV and Customize Columns
Click the 3 dots icon next to a list of data to export the list to a CSV file. You may also choose to display or hide columns to view only details that are relevant to you. Your selections will not affect the viewing of other users.
Percentage of Difference
On the right side of the metrics shown in some of the charts, you can see a percentage of difference. The value is compared to the same period prior to the selected period. If the selected period is the last 7 days (e.g. 17 Mar - 23 Mar), the percentage of difference is compared to the 7 days prior to the last 7 days (e.g. 10 Mar - 16 Mar).
Feeling stuck? Do not fear.Help is here!
Instantly identify and analyze top performing users and teams in the Workspace.
View the delivery rates of broadcasts to gain insights into the performance and delivery data of the broadcasts.
View the Contact assignment activity on the platform.