What it's forShow how the firm is tracking against its reply targets, and where the work comes from.
Who it's forAdministrators, strata managers and anyone with reports access.
Step by step
- Step 1: Pick a periodReports › Analytics. Choose 30 days, 90 days, 6 months or 12 months.
- Step 2: Read the targetsFigures show emails received, median time to reply, urgent replies within target and emails waiting past target now. Targets come from Business rules.
- Step 3: Dig inCharts show volume by week, emails and reply time by category, busiest schemes, replies by team member, work orders and trades, AI usage and agent actions.
- Step 4: ExportDownload emails as CSV or Download work orders as CSV for your own reports.
Previous and next follow the Reports section.