Use WPS Data Board on macOS with 5 how-to topics, all completed in the service desk management console; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Data Board page | Free |
| 2 | 2. Review ticket trends | Free |
| 3 | 3. Review agent efficiency | Free |
| 4 | 4. Review knowledge base quality | Free |
| 5 | 5. Review satisfaction surveys | Free |
How-to Guide
1. Open the Data Board page
Entry path: Workspace → Service Desk → Manage Service Desk → Data Board
- Click the Workspace icon in the left navigation bar.
- Click the Service Desk icon to open the service desk home page.
- Click Manage Service Desk.
- Click Data Board in the left navigation menu.
Success Criteria
- Interface result: The Data Board page opens.
- You can continue to: Review ticket trends, agent efficiency, knowledge base quality, and satisfaction surveys.
Tips While Using
- You need permission to access the service desk management console first.
- Data loading depends on a working network connection.
2. Review ticket trends
Entry path: Service Desk Management Console → Data Board → Ticket Trends
- Open the Data Board page. The Ticket Trends view is shown by default.
- Set the start date and end date at the top of the page.
- Review metrics such as bot interception rate, average daily created tickets, and average daily escalated tickets.
- Review the trend chart below for ticket volume and resolved tickets over time.
Success Criteria
- Interface result: The page shows ticket trend metrics and a trend chart.
- You can continue to: Adjust the date range and review data for different periods.
Tips While Using
- The selected date range affects the current results.
- The page shows statistics after service desk operation data is available.
3. Review agent efficiency
Entry path: Service Desk Management Console → Data Board → Agent Efficiency
- Open the Data Board page.
- Click the Agent Efficiency tab.
- Review metrics such as handled ticket volume, response time, and resolution time.
Success Criteria
- Interface result: The page shows agent efficiency statistics.
- You can continue to: Combine the results with the selected date range for further analysis.
Tips While Using
- Check whether the date range at the top matches your analysis needs before reviewing the data.
4. Review knowledge base quality
Entry path: Service Desk Management Console → Data Board → Knowledge Base Quality
- Open the Data Board page.
- Click the Knowledge Base Quality tab.
- Review quality metrics such as question matching rate and user satisfaction.
Success Criteria
- Interface result: The page shows knowledge base quality data.
- You can continue to: Switch to other tabs for comparison.
Tips While Using
- The displayed results change with the current date range.
5. Review satisfaction surveys
Entry path: Service Desk Management Console → Data Board → Satisfaction Survey
- Open the Data Board page.
- Click the Satisfaction Survey tab.
- Review the overall satisfaction score and the distribution across dimensions.
Success Criteria
- Interface result: The page shows satisfaction survey statistics.
- You can continue to: Combine this view with other tabs to evaluate service quality.
Tips While Using
- The date range filter remains in effect when you switch tabs.