> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stchat.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Service reports

> See numbers for conversations, response time, team and satisfaction, choose the period, export to CSV and understand the monthly report sent to the customer.

## What it is for

The **Reports** tab shows, in numbers and charts, how your service is going: how many conversations came in, how long the team took to reply, who handled the most, and how customers rated the service. Each tab answers a different question.

## Who can use it

* **Owner, Admin and Supervisor** see all the tabs: **Conversations**, **SLA**, **Portfolios**, **Monthly**, **Satisfaction**, **NPS**, **By source**, **Quality**, **Calendar**, **Tasks**, **Commissions** and **Recurring revenue**.
* **Operator** sees **Conversations**, **Satisfaction**, **NPS**, **Quality** and **Commissions**, with only their own numbers. In the team list, only their own row appears.
* The **Recurring revenue** tab may be restricted; when that is the case, the tab itself explains it.

## Where to click

Open **Chats** and click the **Reports** tab. Inside it, the tabs are at the top. The **SLA** tab shows the live deadline (see [SLA, priority and queue](https://docs.stchat.app/en/subcontas/sla-e-prioridade.md)); there is no other SLA screen.

## Step by step

**1. Open Reports**

Go to **Chats** › **Reports**. The **Conversations** tab opens first, with a one-sentence summary of the period and the main numbers, such as **New conversations**, **Messages** and **1st response time**.

**2. Choose the period**

Use **Week**, **Month** or **Custom**. There are shortcuts such as **Today**, **Yesterday**, **Last 7 days**, **Last 30 days**, **This month** and **Last month**. With Custom, click **Apply**. The limit is 366 days.

**3. Compare with the previous period**

Leave **Compare** on to see whether each number got better or worse. For "response time", lower is better.

**4. See the details**

Click **See details** to open the full charts, such as **Messages per day**, **Conversations by status**, **Peak hours** and **Volume by channel**. To go back, click **Reports**.

**5. Export to a spreadsheet**

Click **Export CSV**, the last button on the right side of the tab header. The file includes the filter you are looking at.

### Other tabs

* **Satisfaction**: scores from 1 to 5 that customers gave at the end of the service, with recent comments.
* **Portfolios**: who takes care of which customers and who is letting customers go cold. Requires portfolios to be turned on in Settings.
* **By source**: where conversations and deals came from (links, QR Code, form, referral and others).
* **Quality**: a score from 0 to 10 given by the AI to a sample of closed conversations.
* **Calendar** and **Tasks**: appointments, attendance and no-shows; tasks created, completed and overdue.
* **Monthly**: the month in money, with **Download PDF**.

## What happens next

* The numbers update on their own. Dates and times appear in your browser's time zone.
* If the CSV file is large, the system tells you it is preparing it and shows "Your CSV is ready" with the **Download** button when it finishes.
* The agency can send the customer the **monthly report** through a public link. Whoever opens it sees "Report for" with the month, **Numbers of the month**, **The month in money** (received, recovered and sales in the pipeline), conversations per week, where customers came from, reviews, calendar and pipeline. There are the **Download PDF** and **Stop receiving this** buttons. The link is valid for 90 days; after that, "This report link is not available" appears with the **Request a new link** button.

## Common errors

* **"No data in this period."** There was no activity on those dates. Choose a longer period.
* **"Choose a period of up to 366 days."** Shorten the range.
* **"This report is for the Owner, Admins and Supervisors."** Your role does not see this tab.
* **"Only managers can export SLA."** Ask a manager to export it.
* **"Portfolios are turned off in this organization."** Turn on portfolios in Settings › Access control and wallets.
* **"Couldn't generate the CSV."** Click **Try again**.
* **"This report link is not available."** The link expired; ask the agency for a new one.

## Next step

* [SLA, priority and queue](https://docs.stchat.app/en/subcontas/sla-e-prioridade.md)
* [Reputation: Google reviews](https://docs.stchat.app/en/subcontas/reputacao.md)
* [Revenue: payments overview](https://docs.stchat.app/en/subcontas/receita.md)
* [Inbox](https://docs.stchat.app/en/subcontas/inbox.md)


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