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Reporting on end user channel migration

  • March 24, 2022
  • 3 replies
  • 0 views

Hello,

We have a business requirement to track channel migration for end users. We want to be able to understand where a user has contacted via one channel and then contacted via a different channel in a short period of time (i.e. if they couldn't get in touch via phone and moved to email/web)

Is there a way to track this in Explore?

Thanks!

3 replies

  • March 29, 2022
Hi Emily,
 
I'm afraid there's no option in Explore that would allow you to easily identify these tickets/end users. A workaround that I can recommend is to look at the number of tickets submitted by each requester within a specific timeframe, and then slicing the data by Ticket channel. You can go through the table to see requesters that had tickets submitted through multiple channels (you can further slice the table by other relevant attributes or custom fields if you need to see more details in the report). With this workaround, you'll need to filter the report to a specific timeframe, and you'll have to manually go through the results to check which users might have switched channels within that particular time period.

  • April 21, 2025

We have a similar business requirement as Emily - would love to see this feature built for those looking to report on this metric.


Francis14
  • April 23, 2025
Hello Macrina! 
 
I hope you're having a wonderful day!
 
While there isn't a simple native option to report on tickets that have switched channels within Explore at the moment, you can definitely utilize the "Update channel" attribute found in the "Updates history dataset." You can check it out in this article. This will help you track the update channel for each ticket update within a single ticket. It might be fun to create a series of custom metrics or attributes to gain a more detailed view of your ticket channel switch counts (for example, where at least one ticket update channel differs from the channel the ticket was originally created with).
 
Let me know if you need any more help!