Navigating the ‘My Reports’ Dashboard in the Customer Portal


Customer Visible Dashboard – Overview

The Customer Visible Dashboard provides clear visibility into customer support cases, surveys, metrics, service availability, and change requests. It allows users to track status, progress, and performance trends in real-time, promoting transparency and efficient collaboration.

 

Reports Included in the Dashboard

Tab / Report Group

Description / Insights Provided

Support Cases

Displays all customer support cases raised by respective customer account, including their current status (Open, In Progress, Resolved, Closed).

Support Surveys

Shows results of post-resolution customer satisfaction surveys and overall support satisfaction score.

Case Metrics

Summarizes KPIs related to response and resolution times. Helps track overall support efficiency.

Service Availability

Displays service uptime and availability per customer.

Change Requests

Lists all change requests, including approval status, progress, and closure details.

Tab 1: Support Cases

Filters

Filter Name

Purpose

Case Created Date

Filter reports by case creation date.

Resolved Date

Filter reports by case resolution date.

Reports

Report Name

Description

Active Cases per Priority

Displays active cases by priority (High, Medium, Low).

Active Cases per State

Shows active cases by state such as In Progress, Resolved, or Closed.

Cases Created

Month-on-month trend of created cases.

Cases Resolved

Month-on-month trend of resolved cases.

All Active Tasks

List view of all active cases for tracking.

Tab 2: Support Surveys

Filters

Filter Name

Purpose

Survey Completion Date

Filter reports by survey completion date.

Reports

Report Name

Description

Avg. Satisfaction Score

Displays average satisfaction score (scale 1–6) for the filtered range.

Support Satisfaction Score (Monthly)

Shows account-wise monthly average CSAT scores.

Count of Support Survey responses

Displays number of survey responses per customer monthly.

Support Survey Comments

Shows customer feedback comments and related information.

Tab 3: Case Metrics

Filters

Filter Name

Purpose

Case Closed Date

Filter reports by case closure date.

Reports

Report Name

Description

Service Level Target

Displays SLA target achievement (True/False).

Average SLO Response Time

Shows average response time achieved for support cases.

Resolution SLO Compliance

Displays compliance rate for resolution SLOs.

Average SLO Resolution Time

Shows average resolution time for support cases.

Support Resolution Time

Detailed view of SLA/SLO resolution times per case.

Tab 4: Service Availability

Filters

Filter Name

Purpose

Start Date

Filter reports by start date.

Service Offerings

Filter by service offerings.

Reports

Report Name

Description

Service Availability

Displays month-on-month service availability per customer.

Tab 5: Change Requests

Filters

Filter Name

Purpose

Request Created

Filter reports by request creation date.

Request Closed Date

Filter by request closure date.

Reports

Report Name

Description

Change Requests Created

Month-on-month trend of created change requests.

Open Change requests (By Creation Month)

Shows open change requests grouped by creation month.

Open Change Requests

Lists all currently open change requests for review.

Backlog

Shows pending change requests awaiting completion.

Change Requests Closed

Month-on-month trend of closed change requests.