Define a custom report action

June 5 2024 8:15pm
When creating a chart for your custom report, you can select an action you want to take on the data you’ve pulled in via the Object Type and Date Range fi...

Custom reporting in Kustomer

September 23 2024 6:10pm
Custom reports are a powerful way to look at the data you want to see in your organization. You can use the Chart Editor to quickly build charts using predefine...

View agent performance dashboard

October 30 2024 2:10pm
As an agent, you may want to know how you are performing to improve your key metrics, such as the total number of conversations you have marked done and your fi...

Standard object date attributes

October 10 2024 5:31pm
The reference table below lists both the display names and system names for standard Klass date attributes available in the Kustomer platform.You can use the sy...

Select custom report data

October 22 2024 1:46pm
Standard and custom objects (KObjects) make up the primary data pools you want to use to build your report. For more information on how data is stored and ...

Manage access to custom reports

October 31 2024 2:57pm
Managing access to custom reports is crucial for ensuring that the correct information is available to the right people. You can use report permissions to contr...

Routing report

November 7 2024 11:00pm
The Routing report lets you see your queues and how well they perform, monitor agent availability, and monitor customer wait time. This report also provides a s...
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