Filter reports and compare periods

Every report shares the same filters: a date range first, then channel, agent, team and tag. Set them once and read any report for exactly the slice you care about.

Before you start

• Who can do this: everyone.
• Plan: all plans.

Step by step

1. Open any report except the live overview.
2. Press the date button and pick Today, Yesterday, Last 7 days, Last 30 days or Last 90 days.
3. For other dates, pick Custom range… and set From and To.
4. Use the filters in the Report filters row:
   • Channel (All channels, Email, Chat, …);
   • Agent (All agents or a person);
   • Team (All teams or a team), when you have teams;
   • Tag (All tags or a tag).
5. Read the numbers and their change against the previous period.

What happens next

Everything on the page follows the filters. Changing them updates the address, so you can bookmark or share a filtered report with a teammate.

How comparisons work

You pick	Compared with
Today	Yesterday
Last 7 days	The 7 days before
Last 30 days	The 30 days before
A custom range	The same number of days just before it

Changes are shown only when Hushdesk has data for the whole previous period, so a brand-new workspace shows no change at first. Insight reports (Tags, Ticket fields, Macros, Intents) then add Previous and Change columns.

Good filter combinations

Question	Filters
How fast do we answer chats?	Channel Chat, Last 7 days, Overview
How is the Returns team doing?	Team Returns, Last 30 days, Agents
Are refunds rising?	Tag refund, Last 90 days, Overview

Tips

• Use the same range every time you check, such as Last 7 days on Mondays, so trends are comparable.
• Filter by Tag to see the speed and satisfaction of one topic.
• Bookmark the filtered reports you use most.
• When sharing a number, say which range and filters it came from, such as "chat, last 30 days", so nobody compares different slices by mistake.

Troubleshooting

Numbers look off by a day

Days follow the workspace time zone from Settings > Business hours, not your computer's.

The report is empty after filtering

The combination matched nothing. Remove one filter at a time.

No change is shown

There is not enough history for the previous period yet. Try a shorter range.