Reporting in Moxo provides comprehensive data on client engagement metrics, supporting operational, day-to-day, and strategic decision-making. It empowers businesses to optimize their client, vendor, and partner processes through key business insights. These include the most frequent business actions, average client engagement cycle duration, actions frequently missing deadlines, workflow performance metrics, and other valuable insights.
In this article, we will provide guidance on how to use each section in Reports. All reports can be accessed by internal users clicking Manage from the top navigation bar.
Reporting Dashboards
There are four main dashboards under the reports section:
- Open Workspaces - The Open Workspaces Report gives you a complete overview of all open workspaces in your Moxo portal.
- Open Actions - The Open Actions Report gives you a complete overview of all open actions in your Moxo workspaces.
- Clients - The Clients Report lists all client users who have open actions across your Moxo workspaces.
- Internal Users - The Internal Users Report lists all internal users who have open actions across your Moxo workspaces.
- Flow Performance - The Flow Performance Reports gives data on the number of Flows created versus completed, as well as the total average duration to complete a Flow workspace. You will also be able to see a view of the Top 10 Flow Template workspaces completed by owner.
- Usage - Administrators can view reports on usage within Moxo. Here you will find a comprehensive analysis of active users, internal and client user sessions, interactions within your portal such as per-user averages across these categories, reports on service request and live support, and more. Easily download reports for a specific timeframe, such as the last 30 days.
The Usage Reports section is only accessible to portal Admins.