Introduction to Smart Reports
The after-sales management of enterprises includes the management of human resources, business processes, property, consumables, customers and other element resources. Most enterprises still have problems such as "no regulations for personnel management, unclear Process management, irregular material management, and opaque financial management." In order to establish a more efficient service operation system and realize the closed-loop value of customer operations, it is necessary to focus on key scenarios, cultivate digital internal skills, and use Data driven decision-making. The management report starts from the five dimensions of "personnel, property and wealth", explores the pain points of the industry, defines the standardized data indicators of after-sales services, builds a digital operation data system, provides a factual basis for decision-making, and allows data to create value.
Management reports mainly include the following four modules: [Customer-Customer Insights] after-sales services is a series of management processes focusing on customers. By analyzing the data of various dimensions of customers, it helps enterprise managers to gain insight into opportunities and seize opportunities to improve services and products [People-staff efficiency assessment] The core of after-sales management is people management. Through setting KPI indicators for after-sales employees and conducting multi-role and multi-dimensional Data Analysis, supplemented by a rolling evaluation mechanism with custom dimensions and cycle dynamics, timely insight into After-sales team staff efficiency data [Event-process monitoring] The after-sales services event and the precipitation of ticket data have extremely high business value. By defining the ticket SLA service process and standard service actions, it provides data support for the improvement of the ticket transaction process [Material-Material Analysis] Enterprises can continuously find problems in commodity structure, inventory, and spare parts assets through Data Analysis, and conduct in-depth product failure analysis to improve product quality and enhance spare parts supply capabilities [Finance-Revenue Control] Ensure the financing, use, and management of after-sales operations of the enterprise, and balance revenue and cost. Clarify service revenue, spare parts profit, and service provider cost accounting, and do revenue control through Data Analysis 
Manage Report Metrics Page
Select Manage Dimensions and click the title to switch. After moving the mouse over the prompt icon of an indicator, check the meaning of the icon. Click [View Details] to enter the chart browsing page of the indicator. 
Chart Viewing Page
On the chart page of the report, the page is divided into the left navigation bar, the indicator definition description area, the filter query area, the chart display area, and the Drill Down data list area.
- Click the indicator navigation bar on the left to toggle the viewing of each indicator
- In the filter area, you can filter Department, ticket type, time period, etc. for each report, and click the search button to query and update the chart in real time
- In the chart display area, you can click on the Data Point. After clicking, the specific table data will be displayed below the chart for export
- In the data list area of Drill Down, you can tab the data of each dimension
- If there is no business data on the current page, you can click the View Sample Data switch to view the sample style
User-defined Report
1. User-defined grouping
Click Create Group -- > Add, delete, change group in the pop-up window 
2. User-defined reports
Click Custom Report - > Select Type - > Configure Chart Type and Metrics Settings - > Report Name - > Save 
Description
See the following documents: https://www.yuque.com/shb/help2/avffd8