How to use Serving and Holding Times on Insights

Thank you for visiting the Qtrac Knowledge Base. We hope this article provides the guidance you need.

Based on your inquiry, it looks like you’d like to view Serving and Hold Times using Insights. Follow the steps below to create a report that shows this data and helps improve your customer flow.

Permissions Required:

Viewing Serving and Hold Times

1. Open Insights

   • From your dashboard, click on the Insights module.
     

2. Add a New Report

   • Click Add Report to begin creating a new report.
     

3. Configure Report Details

   • Name your report.
   • Select the Brick and Mortar Experience Data Set (Serving and Hold times are only available here).
   • Choose the relevant Workflow.
     

4. Select Locations and Services

   • Choose the Locations and Services you want to report on.
     

5. Select a Timeframe

   • Set the Timeframe for the data you'd like to analyze.
     

6. Add Desired Fields

   • In Available Fields, search for and add the fields you want to include in the report.
     

7. Run the Report

   • Click Run to generate your report.
     

8. Review Serving and Hold Times

   • You will now see Serving and Hold Time metrics based on your selected filters.
     

9. Save Your Report

   • Once finished, click Save to store your report.
     

By following these steps, you can successfully generate a report that displays Serving and Hold Times using Qtrac Insights.

If you have additional questions, please visit our Qtrac Help Desk for further support.