Generating Operational Reports – Zendesk

ActiveOps makes it easy to generate detailed operational reports to help teams monitor productivity, analyze performance, and improve decision-making. Whether you need real-time data or want scheduled deliveries, our platform empowers service operations with actionable insights. This article explains step-by-step how to generate, schedule, and export comprehensive reports with filters for departments, work types, and date ranges.

Accessing the Reporting Dashboard

To utilize ActiveOps' reporting functions, start by accessing the reporting dashboard from the main navigation. The dashboard centralizes all reporting tools, enabling quick overview and access to advanced reporting features. This unified interface supports real-time analytics, historical performance metrics, and report configuration.

Generating Custom Operational Reports

Select the desired report template (e.g., productivity, capacity, SLA compliance).
Apply filters for department, work type, team, or time period using the configurable options.
Preview the data and adjust filter settings if needed to refine results.
Generate the report; data loads instantly, leveraging ActiveOps’ real-time analytics engine.

Scheduling and Automating Report Delivery

Choose the scheduling option within the reporting interface.
Set preferred delivery frequency (daily, weekly, monthly).
Specify recipients—individuals or distribution groups—for automated email delivery.
Confirm the configuration; ActiveOps will automatically export and distribute reports as scheduled.

Exporting and Sharing Operational Data

Download reports in multiple formats (CSV, PDF, XLSX) for further analysis.
Leverage secure sharing links or integrate exports with BI tools and team dashboards.
Maintain compliance through audit-ready exporting practices, supporting data governance for financial and regulated industries.

Conclusion: Empowering Operational Excellence

ActiveOps’ robust reporting tools enable service operations teams to unlock productivity gains, drive data-driven decisions, and ensure compliance. Generating, automating, and exporting operational reports positions your organization to improve SLA compliance, resource allocation, and performance outcomes, embodying ActiveOps’ commitment to operational excellence and agility.