Cases Overview
Modified on: Tue, 16 Nov, 2021 at 11:24 AM
The Cases Overview Report can be accessed in the menu under Close the Loop ➝ Cases Overview.
The Cases Overview provides a sum of Open, Progress or Closed Cases for general issues. You can also drill down on the blue numbers to get a clear view of the cases.
Like on any report on the settings tab is possible to change the date type, date range, date and data grouping. If you don't want permanent changes, on on-the-fly filters you can also change most of the filters, advanced segments and see the results filtered loyalty is also possible.
Cases Overview
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| This widget shows you the open cases. Where to find the widget? Data source: Close the Loop Visual: My Cases What settings got configured? Widget name: My Cases Widget height: 3 blocks For more information on this widget, click here! | This widget shows amount of cases that are Open. Where to find the widget? Data source: Close the Loop Visual: Close the Loop Score What settings got configured? General Settings Widget name: Current Status Widget width: 3 blocks Widget height: 3 blocks Additional Settings Metrics: Open Cases For more information on this widget, click here! | This widget shows amount of cases that are In Progress. Where to find the widget? Data source: Close the Loop Visual: Close the Loop Score What settings got configured? General Settings Widget name: Current Status Widget width: 3 blocks Widget height: 3 blocks Additional Settings Metrics: Progress Cases For more information on this widget, click here! | This widget shows amount of cases that are Closed. Where to find the widget? Data source: Close the Loop Visual: Close the Loop Score What settings got configured? General Settings Widget name: Current Status Widget width: 3 blocks Widget height: 3 blocks Additional Settings Metrics: Closed Cases For more information on this widget, click here! |
| This widget shows you the number of cases for each Close the Loop status grouped by Loyalty. Where to find the widget? Data source: Close the Loop Visual: Close the Loop Table What settings got configured? Widget name: Close the Loop by Loyalty Widget height: 4 blocks Group by Settings Group by: Segment For more information on this widget, click here! | |||
| This widget shows you the number of cases for each Close the Loop status over several months. Where to find the widget? Data source: Close the Loop Visual: Close the Loop Table What settings got configured? Widget name: Close the Loop Over Time Widget height: 5 blocks Group by Settings Group by: Date For more information on this widget, click here! | |||
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