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Reports Overview

Reports Overview

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Joshua Lim
ยท 20 Jun 2025
2 min read

The Reports module provides powerful insights into your teamโ€™s performance on respond.io and helps businesses make informed, data-driven decisions. This module is available on all pricing plans, but the depth of reporting features depends on your plan.

Reports availability by plan

The reports available to you will vary based on your plan:

Plan

Available Reports & Features

Starter

- Real-Time Dashboard
- Conversation Analytics
- Messages Reports
- Contacts Reports
- Sales Leaderboard
- User Performance Report
- Team Performance Report
- Report Filters

Growth & Advanced

Everything in Starter, plus:
- Agent Responses Metrics
- Resolutions Reports
- Assignment Reports
- Broadcast Analytics

Starter plan users will only see a simplified set of widgets (e.g., Conversation and User summaries), while Growth and Advanced plans include all 11 tabs with full metrics, filters, and CSV exports.

Timezone Considerations

All data in the Reports module is shown based on your Workspace Timezone settings. Be sure to configure your preferred timezone to ensure report accuracy.

Data shown in the reports are according to the Workspaceโ€™s Timezone settings so ensure that you have set your preferred timezone.

Access & Navigation

This module is available to Owners and Managers only.

To access:

  1. Navigate to the sidebar menu

  2. Click on Reports

Report Tabs

In this module, there are 9 reporting tabs. Each tab consists of metrics, charts and listings related to the entity. The tabs are as follows:

Report Filters

Each tab has its own set of report filters that enable you to perform in-depth analysis or create insightful information from the reports.

Some filters are only applicable to certain overviews in the report tabs. In this case, those overviews will be empty and indicated as not applicable.

The filters applied are retained on the user level and not affected by changes made by other users so that you can pick up from where you left off.

Report Features

Group By

For charts that contain multiple breakdown options, you can click the Group By drop-down list to view the options available.

Download Charts

Click the 3 dots icon next to the chart to download the selected chart. There are 3 options available: SVG, PNG and CSV.

Export Data to CSV and Customize Columns

Click the 3 dots icon next to a list of data to export the list to a CSV file. You may also choose to display or hide columns to view only details that are relevant to you. Your selections will not affect the viewing of other users.

Percentage of Difference

On the right side of the metrics shown in some of the charts, you can see a percentage of difference. The value is compared to the same period prior to the selected period. If the selected period is the last 7 days (e.g. 17 Mar - 23 Mar), the percentage of difference is compared to the 7 days prior to the last 7 days (e.g. 10 Mar - 16 Mar).

FAQ and Troubleshooting

Can I view historical data in the Reports module after a plan change?

Yes, you can view historical data from one year ago, starting from the change date to the relevant plan.

Why is the timestamp shown differently when downloading a CSV file from the Reports module?

The timestamp is shown in milliseconds. You can convert the timestamp to minutes using the following formula:

milliseconds / 1000 / 60 = minutes   

For example, if the timestamp is 900000 milliseconds, to convert it to minutes, you would calculate:

900000 / 1000 / 60 = 15 minutes

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