When you head to the menu point ‘Reports’ in the main menu on the top, 'Case insights' can be found in the third tab.
Cases overview
- The overview gives you an insight into created cases and their status (open, closed, declined).
- You can filter by "Period", "User", "Lead type", "Lead source", "Relations path", and "Product". Group admins and admins can also filter for teams.
- By clicking any of the numbers, the respective cases will be show in a list.
- By hovering over the
, you will get more information about what the numbers refer to.
Created cases distributed over relations paths
- This graph shows how cases are distributed over all available Relations paths.
- You can filter by "Period", "User", "Lead type", and "Lead source". Group admins and admins can also filter for teams.
Closed cases distributed over time
- This graph shows how many cases were successfully closed over time.
- You can filter by "Period", "User", "Lead type", "Lead source", "Relations path", and "Product". Group admins and admins can also filter for teams.
- Please note that the displayed time interval varies according to the period of your choice.
Created milestones distributed over relations paths
- This graph shows you the amount of all registered milestones on one specific relations path.
- You can filter by"Period", "User", "Lead type", "Lead source", "Relations path", and "Product". Group admins and admins can also filter for teams.
If you want to find out how to create scheduled reports, please click here.
Click here, to find the video about case insights.