# 7. Creating a 7-Day Customer Service Report and Custom Charts

Published 2025-04-29

> This tutorial explains how to generate a weekly report specifically for the Customer Service Team and how to create a custom chart in the Insight module. Prepare a Report for the Last 7 Days Go to the Insight menu. Click

This tutorial explains how to generate a weekly report specifically for the **Customer Service Team** and how to create a custom chart in the **Insight** module.

### **Prepare a Report for the Last 7 Days**

1.  Go to the **Insight** menu.
2.  Click **Add a Dashboard**.
3.  In the **Dashboard name** field, enter: **"Last 7 Days Report"**.
4.  In the **Choose Section** field, enter: **"Customer Service Team"**.
5.  Click on the **Inbox** chart.
6.  Check the following values:
    -   **Total conversations count by source**
    -   **Total conversations count**
7.  Click **Save** to generate and save the report.

### **Create a New Chart**

1.  Click **Add Chart**.
2.  In the **Service** section, select: **Inbox**.
3.  In the **Chart template** section, choose: **Total conversations count**.
4.  In the **Select dimension** section, choose how you want to break down your data:
    -   **Source** – Channels such as Facebook, Instagram, web form, call, etc.
    -   **Tag** – Categorized labels.
    -   **Frequency** – By time period (daily, weekly, etc.).
    -   **Assign to** – Responsible **Team member**.
    -   **Status** – Closed, Open, etc.
5.  In the **Chart type** section, choose how your data should be displayed:
    -   **Bar** – Column chart
    -   **Pie** – Circular chart
    -   **Line** – Line graph
    -   **Table** – Tabular format (recommended for overview)
6.  In the **Name** section, enter your desired chart name.
    
    > _Note: It’s best to enter the name last, as entering it first may result in the name being removed after choosing the chart template._
    
7.  In the **Select date range** section, choose your reporting time frame:
    -   **Today**
    -   **Yesterday**
    -   **This Week**
    -   **Last Week**
    -   **This Month**
    -   **Last Month**
    -   **This Year**
    -   **Last Year**
8.  Click **Save** to finish creating the chart.

**Illustrated instructions:**

**Prepare a report for the last 7 days**

1.  Go to the **Insight menu.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2F0KZmsoF7IRAFwThZBeRhAchsoeinsight.png)
2.  Click **Add a Dashboard .**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FzphOzA9vaESD3mazH2k33adddashboard.png)
3.  **In the Dashboard name** field, name it "Last 7 Days Report"
4.  **In the Choose Section** section, name it "Customer Service Team".  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FvMfpbH0Ustqj8f81laLpRcreatesection.png)
5.  Click on **the Inbox chart .**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FeJNTkg70ETqUoXDUYlwUcchoseinboxchar.png)
6.  Check the values ​​below:
    -   **Total conversations count by source**
    -   **Total conversations count**
7.  **Click the Save** button to get the report.  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FNu8BbQv8oa22F8xNLcmEflkajf.png)  
      
     

**Create a new chart**

1.  Click **Add Chart .**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FZgQbaHrURU2OALNjTxMIjaddchartt.png)
2.  **In the Service** section, select **Inbox .**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FGp66RJ0h5mj5NiudB42zXchoseinboxx.png)
3.  **In the Chart template** section , select **Total conversations count .**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FjKutQMGIdfLlrhBqVfIYuchoseconvercount.png)
4.  **In the Select dimension** section, enter the information you want to sort your data by:
    
    -   **Source** : Through incoming channels (facebook, instagram, form, call, etc.)
    -   **Tag** : Created by category
    -   **Frequency** : Periodically
    -   **Assign to** : Responsible employee
    -   **Status** : Closed, Not Closed, etc.
    
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FuN0Bq4apQMQepdZ4Y5Wrnchosefrequency.png)  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FSYYi3k4ebmSMFJuPXJ1HZchosedatee.png)
    
5.  **In the Chart type** section, select the type of chart you want to view:
    
    -   **Bar** : By the column
    -   **Pie** : In circular division
    -   **Line** : Linear design
    -   **Table** : By table (highest usage)
    
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FujtFd87lD0eOl8FKYGFkRchosecharttype.png)
    
6.  **In the Name** section, give it your desired name (Note: It is best to give it last, as it is deleted when you first give it a name after selecting the Chart template).
7.  **In the Select date range** section, select the date range for the report.
    -   **Today** : Today
    -   **Yesterday** : Yesterday
    -   **This week** : This week
    -   **Last week** : Last week
    -   **This Month** : This month
    -   **Last Month** : Last month
    -   **This Year** : This year
    -   **Last Year** : Last year  
        ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2F4PSnCnhwDj9W6eesuOb9xchoselastweek.png)
8.  Click the **Save button to save.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FIQJJatAPgEIZWeJzRQ9WWsavesaveaa.png)  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FWyxXLyQgqPueETw1Gcp4ilastinsightt.png)