Lifecycle Reports
From data to decisions: A deep dive into ticketing system reports
A lifecycle report captures and visualises the sequential states that a ticket undergoes across its lifespan.
For instance, when a customer submits a support ticket for a faulty product, it is initially marked as Open. It transitions to In Progress when an agent begins addressing it, may be placed on On Hold while awaiting confirmation from the warehouse, and ultimately concludes as Completed once the replacement is dispatched. It is then moved to Closed status after the issue is resolved.
The lifecycle report provides details on the duration of each phase, the person responsible for managing it, and the date it advanced to the next stage. It tracks when and how long each ticket stays in a specific status. It can also consider other factors, like the person assigned or the ticket category. Most ticketing systems offer detailed filtering. This lets organizations look at lifecycle metrics by agent and team.
What does it track?
- Request ID: Zoho Desk identifies and distinguishes tickets using a unique reference number called a ticket ID.
- Event start time: The time when the ticket status begins.
- Event end time: The end time of the ticket status
- Status updated from: The initial status of the ticket.
- Status updated to: The current ticket status.
- Duration: The duration between the transition.
- Duration (Business Hours): The duration between the transition in business hours.
- Modified by: The agent who modified the request.
What are ticket-based reports?
Ticket-based reports are summaries created from the data collected in a help desk ticketing system. These reports focus on different aspects of ticket management and give insights into how customer support requests are handled and resolved. They usually include metrics like ticket volume trends, response times, resolution times, ticket statuses, agent and team performance, and customer satisfaction scores.
Types of lifecycle reports
Status transition: A simple solution to reduce delays
In a streaming service company, the status lifecycle report identifies tickets that remain in the Pending Verification status for an excessive amount of time, which can negatively impact user satisfaction. For instance, a user reporting an issue with their subscription may be stuck in Pending Verification while awaiting a response from the billing team.
By analyzing the lifecycle report, the company discovers that the delay arises from inefficient communication between the support and billing departments. To address this, they can implement automated notifications or escalation measures to alert the support team if a ticket remains in the Pending Verification status for an extended period. This approach will expedite resolution times and lead to enhanced user satisfaction.
Agent transition: Enhancing agents' accountability
In a travel agency, tickets concerning flight changes often require collaboration among different agents, such as those handling customer service and ticketing. By using the agent lifecycle report, managers can assess how long each agent spends on flight-related tickets.
For example, if an agent consistently takes longer to resolve these tickets than their colleagues, this data helps identify potential weaknesses in their process. The manager can then provide focused training through an internal knowledge base or redistribute tickets more evenly using assignment algorithms. By optimizing the distribution of work and offering targeted support, agents can improve their ticket handling efficiency, reduce delays, and resolve requests more swiftly.
Team transition: Supporting cross-team collaboration
A food delivery service frequently encounters tickets transitioning between the Customer Support and Delivery teams, especially for order-related inquiries. By analyzing the team lifecycle report, they can identify how long tickets linger with each team and determine whether delays stem from the Delivery team.
To address this, the company can implement time-based automation protocols that activate when tickets move to the Delivery team. This will facilitate quicker acknowledgement and necessary actions, minimize resolution times, and significantly improve the customer experience.
Department transition: Simplifying complex issues
A university admissions office handles support tickets that involve multiple departments, including Admissions, Financial Aid, and Academic Advising. By utilizing the department lifecycle report, they find that tickets regarding financial aid often take longer than anticipated during the transition from Admissions to Financial Aid.
The report uncovers that inefficient handoffs between these departments are contributing to the delays. To enhance this process, the university can establish automation protocols that streamline information transfer between departments, thus minimizing bottlenecks and ensuring that all essential details are passed along seamlessly.
Components
Status transitions
This tracks the movement of tasks, tickets, or items through various defined states, such as New, In Progress, On Hold, and Resolved. Watching these status changes helps managers understand the process flow, identify where delays occur, and confirm that each phase is being handled appropriately.
Time spent per status
This measures how long an item stays in each status before moving on. Calculating the time spent reveals bottlenecks, identifies inefficient stages, and guides efforts to shorten cycle times and accelerate overall resolution or delivery.
Agent and team analysis
This component breaks down performance metrics for individual agents and teams. It provides insights into productivity, workload distribution, and effectiveness. It helps with targeted training, balanced workload allocation, and recognizing top performers within the lifecycle.
Work schedule adjustments
Using lifecycle data, this part checks if current staffing and schedules match workload patterns. It helps optimize shifts and resource availability. This helps avoid both over-staffing and under-staffing, ensuring demand is met and wait times are reduced.
Report and visualization
This presents the collected data through detailed reports and graphs, such as charts and dashboards. This makes complex lifecycle information easy to understand and share. Visuals help identify trends, issues, and opportunities for improvement quickly and effectively.
Benefits
Identify workflow bottlenecks
Lifecycle reports reveal the stages or processes where delays or inefficiencies occur. By pinpointing these bottlenecks, organizations can investigate causes and implement targeted improvements to keep work flowing smoothly and avoid stagnation.
Measure team performance
These reports provide precise data on how teams or individuals are performing against defined metrics such as ticket resolution, project progress, or task completion rates. They enable team leads to assess productivity objectively, identify high performers, and address performance gaps with evidence-based insights.
Improve resolution time
Tracking the lifecycle of tasks or tickets highlights opportunities to shorten turnaround times, such as by automating repetitive steps, reallocating workload, or streamlining approval chains. Accelerating resolution improves customer satisfaction and operational efficiency.
Support continuous improvement
Lifecycle reporting creates a feedback loop where ongoing data collection drives iterative refinement. Organizations use insights from past performance to refine processes, adopt best practices, and innovate workflows that adapt to changing demands and evolving goals.
Optimize resource allocation
With clear visibility into workload distribution, resource utilization, and process timing, lifecycle reports enable managers to assign the right people, apply the right technology, and allocate their budget where those resources are needed most.
Takeaway
Using a lifecycle report in a help desk ticketing system is essential for operational success. It offers a clear, data-driven view of each stage in the ticket process, from issue intake to resolution. This enables teams to identify delays and reduce resolution times.
The insights from the report support better resource allocation and enable help desks to provide faster and more consistent support experiences. This leads to higher customer satisfaction and boosts productivity and efficiency in a scalable way.
Stay tuned for more articles in our Desk Reports series.
Regards,
Kavya Rao
The Zoho Desk Team
Managing a help desk involves complex responsibilities, such as identifying bottlenecks, minimising errors, and evaluating team performance for seamless service delivery. To do this effectively, access to comprehensive analytics and real-time insights is crucial. Zoho Desk streamlines these tasks by also providing detailed analytics and live reports through the Radar app, allowing managers to make informed decisions anytime, anywhere. Download now!
Also read:
Time-based reports
Agent-based reports
Topic Participants
Kavya Rao Addepalli
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