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Reports & Waillo Insights

Staff App: Reports & Waillo Insights Module

Written by Scott Pfeifer

Overview

The reports module provides the ability to view and filter nearly all data within your WaitWell site in a variety of easy to read charts, as well as search through, sort, filter, and export data in a spreadsheet format. For reporting specific to data contained within tickets, see Tickets Page. For reporting specific to data contained within appointments, see Search Appointments Page. For reporting specific to data contained within availabilities, see List Availability Page.

View Chart Reports

  1. Select Reports from the left-hand navigation

  2. Select a chart report you wish to view

  3. Select the filter button at the top right of the page

  4. Optimize the parameters of the report in the Report Settings and Filters window that appears

  5. Select the Apply button

View Spreadsheet Reports

  1. Select Reports from the left-hand navigation

  2. Select a spreadsheet report you wish to view

  3. Optimize your data view by using any of the following functions:

  • Enter text in the search bar to search

  • Drag to reorder columns

  • Select column headers to sort columns

  • Hover over a column header then select the hamburger menu to filter columns

Export Reports

  1. Select the export button at the top right to download the data as a Microsoft Excel spreadsheet to your browser's default download folder

Currently Available Reports

The following reports are available on the Reports Page. If there is a report type you desire not listed below, you may submit a Feature Request Ticket from the home screen of our interactive support window.

  • Tickets Per Hour

  • Tickets By Agent

  • No-Show Percentage

  • Tickets By Category

  • Tickets By Source

  • Tickets By Service Type

  • Tickets Completed By Location

  • Ticket Volume Trending

  • Average Wait Time By Location

  • Average Wait Time By Queue

  • Ticket Volume Trending By Status

  • Appointment Utilization

  • Serve Time Within Target

  • Ticket Volume Trending By Location

  • Wait Time Within Target

  • Wait Times

  • Average Wait Times Trending

  • Time Spent By Agent

  • Time Spend By Service Type

  • Time Per Ticket Trending

  • Queue Size vs No-Show

  • SMS Messages

  • Billable SMS Message

  • Location Summary

  • Location Summary (Per Queue)

  • Agent Summary

  • Audit Login

  • Audit Change

  • Audit Queue Events

  • Customers

  • Customer Reviews

  • Waivers/Forms

Saved Reports

Staff may select the star icon at the top right of any report page to save it to their Saved Reports tab. This allows staff to create a list of commonly accessed reports with specific filters applied, eliminating the need to build them from scratch.


This can be thought of a custom report dashboard which can be accessed by selecting the Saved Reports tab on the reports page.

Waillo (AI) Insights

Waillo insights allow staff to enter natural language prompts to easily generate custom reports without the need to apply filters, saving a significant amount of time. Staff may also prompt for all sorts of insights such as staffing suggestions based on volume and time of day, staff performance ranking, location volume ranking, and much more. There is no real limit to what staff may ask Waillo, it's flexible, dynamic, intelligent, and fast.

  1. Select the Insights button at the top right of the reports page

  2. Enter a desired prompt and select the Get Insights button

  3. Review the generated information. Staff may also print the information. review prompt history, or re-prompt to refine the information.

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