From data to decisions: A deep dive into ticketing system reports
The customer satisfaction (CSAT) report helps teams understand how customers feel about their support experience, identify service gaps, and continuously improve the help desk. It turns post‑interaction feedback into actionable insights that lead, and agents can all use.
What is the customer satisfaction report?
The customer satisfaction report in Zoho Desk (typically powered by the Customer Happiness Rating feature and corresponding surveys) aggregates customer feedback captured after ticket responses or closures. It translates that input into metrics such as positive, negative, and neutral ratings, trends over time, and performance by agents, departments, and channels. This data helps support managers move from guesswork to data‑driven decisions about service quality.
Why customer satisfaction reporting matters
Customer satisfaction reporting is more than just a supplemental dashboard; it plays a crucial role in companies' efforts to shape customers' overall perception of the brand. It indicates whether your support truly addresses customer problems in a way that matters, rather than simply measuring ticket closure.
This reporting acts as an early indicator of potential churn by highlighting dissatisfied customers and recurring issues. Additionally, it supports the case for investments in training, staffing, and tools by relying on data rather than personal opinions. When utilized effectively, customer satisfaction reports create a link between everyday support activities and long-lasting customer loyalty.
How Zoho Desk captures customer satisfaction
Zoho Desk lets you initiate a straightforward rating or survey at key moments during the support experience, such as after an agent responds or when a ticket is closed. Customers can quickly express their satisfaction using options such as "Happy / Neutral / Unhappy" and may also leave a comment if they wish. When gathered on a larger scale, these micro-interactions become fundamental to the customer satisfaction report.
Since this feedback is linked to specific tickets, it allows for in-depth analysis, revealing which agents or teams consistently impress customers, identifying the types of issues or communication channels (such as email, chat, phone, or social media) that lead to dissatisfaction, and observing how satisfaction levels fluctuate with changes in SLAs, new processes, or feature launches. This integration of feedback with contextual information transforms a simple survey into a valuable layer of strategic insights.
Key metrics
- Overall satisfaction score: Your high‑level health metric, usually expressed as a percentage or rating based on all collected responses for a chosen period.
- Rating distribution: The Split between positive, neutral, and negative responses helps you see whether a high score is built on many “okay” experiences or truly delighted customers.
- Trends over time: How satisfaction moves week‑over‑week or month‑over‑month, especially before and after significant changes like feature releases or holiday seasons.
- Agent and team performance: Side‑by‑side comparisons showing which agents or departments win the most positive feedback and where coaching is needed.
- Channel performance: Satisfaction by email, chat, phone, and other channels, so you can align staffing and training with where the experience is weakest.

Turning report insights into action
The real value of the customer satisfaction report comes from what your team does with it.
Close the loop with customers
Use low ratings and negative comments as triggers for follow‑ups, callbacks, or escalations. This not only recovers at‑risk relationships but also shows customers that their feedback matters.
Coach and celebrate agents
Highlight agents with consistently high satisfaction scores in team meetings and use their interactions as best‑practice examples. For those struggling, use the report to identify patterns across issue types, channels, or time slots, and create targeted coaching plans.
Fix process and product issues
Look for recurring themes in comments linked to low ratings: confusing policies, slow approvals, missing macros, or product bugs. Feed these patterns into internal improvement projects or backlogs so the same pain points don’t repeat.
Experiment and measure
Treat your support process like a product. When you change an SLA, tweak a template, or introduce a new self‑service flow, watch the satisfaction report over the following weeks. If scores move up, standardize the change; if they drop, roll back or refine.
The bottom line
We recommend you use it in a continuous‑improvement loop; Zoho Desk’s customer satisfaction report becomes more than a static KPI board. It becomes a living feedback engine that keeps your support experience aligned with what customers actually feel and expect.
Please stay tuned for more in the Desk Reports series.
Regards,
Kavya Rao
The Zoho Desk Team
Also read:
Time-based reports
Agent-based reports
Ticket-based reports
Article-based reports
Recent Topics
Service Account Admin for API Calls and System Actions
Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls
How to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
Please can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
Send Whatsapp with API including custom placeholders
Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
Configurable Zoho Cliq Notifications for Zoho People Alerts
Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to request an enhancement to Zoho People notifications, enabling a native delivery via Zoho Cliq with admin-level control, similar to the notification settings available
Add Israel & Jewish Holidays to Zoho People Holidays Gallery
Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
Keep Zoho People Feature Requests in the Zoho People Forum
Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests are
ZO25: The refreshed, more unified, and intelligent OS for business
Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve
Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,
[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
Introducing Schedules for smarter availability management
Greetings from the Zoho Bookings team! We’re excited to introduce Schedules, a powerful enhancement to manage availability across your workspace. Schedules are reusable working-hour templates that help you define and maintain consistent availability across
Why Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals
Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho Contracts
Whatsapp Connection Status still "Pending" after migration
Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
Search Bar positioning
Why is the Search bar on the far right when everything is oriented towards the left?
How to use Rollup Summary in a Formula Field?
I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
How to Filter timewise question to check uploaded one month or two months before in these community question ?
i want to find the question that is asked some month or before any particular year, so how can i filter it ?
Proposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
Workflow Down/Bug
We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,
Service Locations: Designed for Shared Sites and Changing Customers
Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.
Can I re-send the Customer Satisfaction Survey after a ticket closure?
Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!
Filter contacts based on selected category in Zoho Desk ticket
Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.
Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
Assign Income to Project Without Invoice
Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every time
Tracking Non-Inventory Items
We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we
Profile Page View Customization
I need to change the fields, sections from the profile view of an emplyoyee.
Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements
Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.
Accessing shared mailboxes through Trident (Windows)
Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge
I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The
Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator
TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User
filtering lookup field options based on information in another module.
In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to
Really want the field "Company" in the activities module!
Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!
Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?
Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties
Introducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
Does the ability exist to make tax on the customer profile mandatory?
I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
How to integrate XML with Zoho CRM
Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer nor
email association with CRM
Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
Fix the speed
It takes ages to load on every step even though my dataset is quite small.
Credit Note for Shipped and Fatoora pushed invoices
We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales
Next Page