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See Your Automation in Action. Optimize What Works.

Smart Rules Report gives you complete visibility into your automation performance, so you can identify what's working, spot opportunities, and deliver a refined customer support experience.
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Are Your Automations Actually Working?

You've set up Smart Rules to automate your support workflows—but how do you know they're performing? Without visibility into automation activity, you're flying blind. Smart Rules Report puts the data in your hands, helping you monitor which rules are firing, how often they trigger, and which tickets they're impacting. Make informed decisions to continuously improve your automation strategy.

Key Automation Statistics at a Glance

The Smart rules report summary gives you instant insight into your automation performance.

Rules Triggered

See the count of smart rules triggered at least once during your selected time-frame

Total Fires

Track how many times your smart rules fired across all tickets

Tickets Applied

Monitor how many tickets had at least one smart rule trigger

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Powerful Analytics for Your Automation

By Smart Rule: Individual Performance Analysis

Dive deep into each smart rule's performance. View distribution across two key metrics: Times Triggered and Tickets Applied. This side-by-side comparison helps you quickly identify which rules are most active and spot high-frequency automation patterns.

Benchmark

By Smart Rule - Relative: Compare and Benchmark

Quickly compare one metric's value relative to another and identify which smart rules have a high Times Triggered to Tickets Applied ratio - revealing rules that fire repeatedly on the same tickets.

Compare Benchmark

Smart Rule Metrics Across Time: Visualize Trends

Track automation activity over time with flexible visualization options: Timeline Table, Heatmap, and Line Graph to track trends and benchmark one Smart Rule against another. Refine your view by hour, day, month, quarter, or year to identify patterns and optimize your automation timing.

Visualize Trends

Track Deleted & Disabled Rules

Deleted Smart rules still count in your report statistics—as long as they had at least one trigger during your selected time-frame. Plus, you can view the count of active, disabled, and deleted smart rules right from the Smart Rules overview tab.

Track Deleted & Disabled Rules

Explore Other Features of HappyFox

Canned Actions for Quick Responses
Canned Actions
Perform ticket actions like changing status, priority, adding tags etc., in addition to adding a templated response.
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Advanced Reporting & Business Intelligence – Reports & Analytics
Help Desk Reports
Access comprehensive analytics dashboards with real-time metrics on ticket volume, agent performance, and customer satisfaction trends.
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Quick CSAT Summary_ Know How Customers Feel
Satisfaction Survey
Collect customer feedback automatically at different ticket stages with customizable survey templates and multi-choice rating scales
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View All Features

FAQs

What is the Smart Rules Report in HappyFox?
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Smart Rules Report is a reporting feature that helps you monitor and analyze the performance of your Smart Rules automations. It shows key statistics like how many rules were triggered, how often they fired, and how many tickets were affected during any time period you select.
What metrics can I track in the Smart Rules Report?
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You can track three key metrics: Smart Rules (count of rules triggered at least once), Times Triggered (total number of times rules fired across tickets), and Tickets Applied (count of unique tickets that had at least one rule trigger).
What visualization options are available?
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Smart Rules Report offers three visualization options for tracking metrics over time: Timeline Table for detailed data, Heatmap for spotting high-activity periods at a glance, and Line Graph for tracking trends and comparing rules.
Can I filter the report by different time periods?
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Yes! You can refine your visualization by hour, day, month, quarter, or year to identify specific patterns and benchmark automation performance over time.
What happens to deleted Smart Rules in the report?
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Deleted Smart Rules still appear in your report statistics if they had at least one trigger during your selected time-frame. You can also view the count of active, disabled, and deleted rules in the Smart Rules overview tab.
Which pricing plans include Smart Rules Report?
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Smart Rules Report is available on Fantastic and above pricing plans.

Ready to Optimize Your Support Automation?

See exactly how your Smart Rules are performing and make data-driven improvements to your support workflows.

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