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Run task and SLA reports Last updated: Sep 27, 2026

  1. Expand Tasks in the left nav and click Reports.
  2. Optionally set filters: From / To dates, Audience, Agent, Type (Requests or Tasks), and Priority. Click Reset to clear them.
  3. Next to a report, click View to open it, or CSV / XLSX to download it. Filters apply to both.

Available reports

  • Open Task Aging: open items bucketed by age.
  • Volume by Status: Open / On Hold / Resolved.
  • Open by Priority and Open by Assigned Agent.
  • Volume by Client: items per client / requester.
  • Created vs Resolved: weekly counts with net change (last 12 weeks by default).
  • SLA / Due-Date Compliance: on time vs late, and open items past due (on-hold tasks excluded).
  • First-Response SLA: how often first response beat the target, and what's overdue now.
  • Per-Audience SLA Scorecard: one row per audience; good for monthly client or QBR reporting.
  • Agent Performance: assigned, closed, open, average response and resolution times, and SLA breaches.
  • SLA Breach Detail: every task that missed a target, with how far over.
  • Open Past Due — Detail: open tasks past due, most overdue first.
  • Oldest Open Tasks: the stand-up worklist.
  • Busiest Days & Hours: when tasks arrive, by day and 4-hour block.
  • Reopened Tasks: tasks closed and later reopened.