Task Details

Modified on: Wed, 24 Mar, 2021 at 6:10 PM


The Task Details Report can be accessed in the menu under Fire Fighting ➝ Task Details.


The Task Details provides a sum of Open, Progress or Closed Cases for general issues and follow up required, survey results and actions and notes overview. You can also drill down on the blue numbers to get a clear view of the cases. 


Like on any report on the settings tab is possible to change the date type, date range, date and data grouping. If you don't want permanent changes, on on-the-fly filters you can also change most of the filters, advanced segments and see the results filtered loyalty is also possible.



Task Details


This widget shows you the open cases.

Where to find the widget?
Data source: Close the Loop
Visual: My Cases


What settings got configured?
General Settings

Widget name: My Cases
Widget width: 3 blocks

Widget height: 3 blocks


For more information on this widget, click here!

This widget shows amount of cases that are Open.

Where to find the widget?
Data source: Close the Loop
Visual: Close the Loop Score

What settings got configured?
General Settings
Widget name: Current Status

Widget width: 3 blocks

Widget height: 3 blocks


Additional Settings

Metrics: Open Cases


For more information on this widget, click here!
This widget shows amount of cases that are In Progress.

Where to find the widget?
Data source: Close the Loop
Visual: Close the Loop Score

What settings got configured?
General Settings
Widget name: Current Status

Widget width: 3 blocks

Widget height: 3 blocks


Additional Settings

Metrics: Progress Cases


For more information on this widget, click here!
This widget shows amount of cases that are Closed.

Where to find the widget?
Data source: Close the Loop
Visual: Close the Loop Score

What settings got configured?
General Settings
Widget name: Current Status

Widget width: 3 blocks

Widget height: 3 blocks


Additional Settings

Metrics: Closed Cases


For more information on this widget, click here!
This widget shows you the number of cases for each Close the Loop status grouped by Loyalty.

Where to find the widget?
Data source: Close the Loop
Visual: Close the Loop Table


What settings got configured?
General Settings

Widget name: Close the Loop by Loyalty
Widget width: 12 blocks

Widget height: 4 blocks


Group by Settings

Group by: Segment
Segment: Loyalty


For more information on this widget, click here!


This widget shows you the number of cases for each Close the Loop status over several months.

Where to find the widget?
Data source: Close the Loop
Visual: Close the Loop Table


What settings got configured?
General Settings

Widget name: Close the Loop Over Time
Widget width: 12 blocks

Widget height: 5 blocks


Group by Settings

Group by: Date
Segment: Month


For more information on this widget, click here!





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