Skip to main content

Reports

Planner's reports show how issues move and how your team and AI agents handle them. Open Reports from the Planner sidebar.

Reports use the same Space selector and filters as the issue list, with one issue type at a time. They cover live issues only, never test issues. Report data is copied from your workspace in the background, so the latest changes can take a little while to appear.

Click Refresh to reload a report, or the play button to refresh it every 30 seconds. Click the download icon to export it as a CSV file. A report can have up to 100,000 rows; narrow the filters, for example to a shorter date range, if it has more.

Issue Analysis​

One row per issue, with everything you need to measure response and resolution times:

  • the issue's number, title, description, group, assignee, requester, status and priority, and its links to parent, duplicate and continued issues
  • when it was created, first assigned, first responded to, and resolved, with the seconds each step took
  • when the last message, last customer message and last agent reply were sent
  • when an AI agent first replied, when it handed the conversation to your team, and who it handed it to
  • for each status of the issue type, when the issue first entered it, how many seconds after creation, and who moved it there
  • each custom field

Agent Activity​

One row for each member, issue and day on which the member did anything to the issue. Filter by Activity Performed By and Activity Performed At.

Issue Activity Audit​

One row for every change to an issue: who made it and when, which field changed, and its old and new values. Filter by Activity Performed By and Activity Performed At.

Agent Assignment Analysis​

A grid of your team's workload, with a row per person and a column per day. Unassigned is pinned to the top, and each person's current online status is shown next to their name.

Set a date range first, in one of two ways:

  • Issue Created At shows, for issues created in that range, how many each person Currently Assigned and how many were Handed Off from them, split by status.
  • Activity Performed At shows the work done in that range, whenever the issues were created: how many issues each person was Assigned, how many they resolved in each closed status, and how many emails they sent.

Click any number to see the issues behind it.

AI Agent Activity​

One row per AI agent or member who was first assigned issues:

ColumnDescription
Total IssuesIssues first assigned to them.
Solved CountIssues that are still assigned to them and closed in a done status.
Escalated CountIssues that were reassigned or unassigned.
Resolution Rate, Escalation RateThe two counts as a share of the total.
Avg First ResponseSeconds until the first reply.
Avg Messages Per IssueMessages per issue.

To see an AI agent's unresolved conversations, open the agent's Insights in AI Hub.