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Customer Service Report Document Template

A reporting template to summarize support metrics like tickets handled, response time, and satisfaction scores.

Customer Service Report

Purpose: This report summarizes the customer service performance metrics for the specified period. It includes data such as the number of tickets handled, average response and resolution times, satisfaction scores, and notable observations.

Reporting Period

From: {startDate}    To: {endDate}

Summary Metrics

Total Tickets Handled Average First Response Time Average Resolution Time Customer Satisfaction Score
{totalTickets} {avgFirstResponseTime} {avgResolutionTime} {customerSatisfactionScore}

Ticket Breakdown by Category

Category Tickets Average Resolution Time
{#ticketCategories}{category}{ticketCount}{avgResolutionTime}{/ticketCategories}

Top Issues Reported

{#topIssues}

  1. {issueTitle}: {issueDescription}

{/topIssues}

Agent Performance Summary

Agent Name Tickets Resolved Avg. Response Time Customer Rating
{#agents}{name}{ticketsHandled}{avgResponseTime}{rating}{/agents}

Feedback Highlights

{#hasFeedback}

  • {feedbackComment} - {feedbackSource}, {feedbackDate}

{/hasFeedback}

{^hasFeedback}

No customer feedback recorded during this reporting period.

{/hasFeedback}

Action Items / Recommendations

{#actionItems}

  • {item}

{/actionItems}

Prepared By

{preparedBy}
{preparedByTitle}
{reportDate}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

Download Word Template (.DOCX)
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Download the Customer Service Report template in .DOCX format. Customize it to suit your needs using your preferred editor (Word, Google Docs...).

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Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

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Populate templates with your data and generate Word (DOCX) or PDF documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Customer Service Report Using Forms

collect customer support metrics via form to generate weekly service report
automatically create customer service summary report from form responses
generate support KPI report from web form filled by support team
use online form to compile ticket statistics into customer service report
collect CSAT scores and response times via form to generate service summary

Generate Customer Service Report Using APIs

trigger customer service report generation from CRM using API
automate customer support report creation via API integration
generate daily service performance reports from helpdesk system using API
create support ticket summary report programmatically via REST API
send frontline team metrics to generate PDF customer service report through API

Integrations / Automations

generate weekly support report from Zendesk tickets using Zapier
create automated customer service report from HubSpot activity via Make
send Intercom chat data to document generator for service reporting
auto-generate support performance report from Google Sheets using Zapier
sync Freshdesk metrics to generate customer satisfaction report via automation

Other templates in Customer Service & Support

Service Level Agreement (SLA) Tracker

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Monitors whether support incidents meet defined service level targets.

Customer Courtesy Discount Letter

DocumentDOCX

Letter offering a discount as a gesture of goodwill after a service issue.

Service Follow-Up Checklist

DocumentDOCX

Checklist to ensure follow-up tasks after a customer service case are completed.

FAQ Document

SpreadsheetXLSX

Provides a structure for listing common customer questions and answers.
Customer Service & Support Templates