What is a
Helpdesk Service Level Report
? Service level reports are considered operational analysis tools and are used by helpdesk managers and COOs to analyze aggregate and detailed call metrics. Some of the main functionality in this type of report is that it shows total KPIs as well as detailed metrics down to the agent, location and company. Response times are automatically color codes in red, yellow and green. The KPIs include: Total incoming calls, Total calls answered within 30 seconds, Total calls answered after 30 seconds, % calls answered in 30 seconds. The detailed metrics cover the same figures as the KPIs but at a granular level and with sub-totals. You find an example of this type of report below.
Purpose of
Service Level Reports Technology companies use Service Level Reports to give helpdesk managers an easy way to monitor the performance of their teams. When used as part of good business practices in helpdesk departments, a company can improve its helpdesk processes and related customer satisfaction, and it can reduce the chances that outliers and trends are missed in monthly analysis.
Example of a
Service Level Report Here is an example of a Helpdesk Call Performance Report for a technology company. [caption id="" align="alignnone" width="2560"]
Example of a Helpdesk Service Level Report for a Technology Company[/caption] You can find hundreds of additional examples
here
Who Uses This Type of
Report
? The typical users of this type of report are: Helpdesk managers, COOs, support team leads.
Other Reports Often Used in Conjunction with
Service Level Reports Progressive helpdesk departments sometimes use several different Service Level Reports, along with helpdesk dashboards, support ticket reports and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from support systems and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
Example of a Helpdesk Service Level Report for a Technology Company[/caption] You can find hundreds of additional examples
here
Who Uses This Type of
Report
? The typical users of this type of report are: Helpdesk managers, COOs, support team leads.
Other Reports Often Used in Conjunction with
Service Level Reports Progressive helpdesk departments sometimes use several different Service Level Reports, along with helpdesk dashboards, support ticket reports and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from support systems and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
- View 100’s of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- View a Technology industry white paper and other industry-specific information here
- See how reports are designed in a modern report writer using a cloud-connected Excel add-in writer
- Discover how the Solver CPM solution delivers financial and operational reporting
- Discover how the Solver CPM solution delivers planning, budgeting and forecasting
- Watch demo videos of reporting, planning and dashboards
TAGS: Reporting, Planning, Forecasting, Budgeting, CPM, KPIs, ERP, Industry, Financial Reporting, Template Library