Insights reads only closed tickets that Neo has already processed with AI summaries, so a brand-new tenant sees a report once its first sync and AI processing complete.
What’s in the report
Executive summary — the headline: total savings opportunity in hours per year and money per year. Top opportunities — the highest-impact areas Neo found (for example Security Alerts, Ticket Triage & QA, Ticket Dispatch), each with projected annual savings, hours, and the number of tickets it applies to. Recommended setup — the specific agents and workflows to build for those opportunities, and the key tools each one needs, so you can go from insight to automation. Savings breakdown — a chart of where the projected savings come from, by category. Analysis details — the parameters behind the numbers:| Field | What it means |
|---|---|
| Company | The end-client this report is scoped to, or All companies for your whole desk |
| Analysis period | The date window the tickets were drawn from |
| Sample size | How many tickets were classified to build the projection |
| Annual ticket volume | Your total eligible tickets, extrapolated to a year |
| Region | The region used to pick a default technician cost |
| Avg. cost per ticket hour | Your fully-loaded technician cost (salary, benefits & overhead) that turns saved hours into money — editable inline |
The projection extrapolates from a representative sample of your tickets to your annual volume, so the figures are directional estimates for planning, not exact accounting.
Switch between saved reports
Every report Neo runs is saved. The report switcher in the top-right of the Insights page shows which report you’re viewing (its company and time window) and lists every saved report — one per company-and-months combination, with the date it was run. Pick one to open it instantly; nothing is re-run and no analysis is consumed.Run a new analysis
Use New analysis in the top-right (next to the report switcher) to open the settings and run a fresh report.Choose a company (optional)
Pick a single end-client under Company to scope the whole report to that customer, or leave it on All companies to analyze your entire desk.
Pick a time window
Either choose an Analysis Period (Last 30 / 90 / 180 / 365 days), or pick one or more Specific months. Selecting specific months overrides the rolling period.
Set your cost per hour
Confirm the Cost per Ticket Hour — your fully-loaded technician cost — so the money figures reflect your team.
Choosing months
The month picker lists every month you have ticket history for, newest first, and you can select several at once — including non-consecutive months. Neo analyzes only the tickets from the months you pick and annualizes from what it observed. Choosing months that span a limited part of the year can skew seasonal categories, so the analysis period shown on the report always reflects the exact window that was used.When a company doesn’t have enough tickets
A meaningful analysis needs at least 30 closed, AI-summarized tickets. When you scope to a company that has fewer than that in your chosen window, Neo automatically widens the window to all time for that company and tries again — so smaller clients still get a report where the data allows. If there still aren’t enough tickets, Neo shows a clear “not enough data” message instead of an unreliable projection; pick a different company or period and try again.Good to know
- Who can run it — only tenant admins can start a new analysis. Everyone with access can view saved reports.
- Re-running is safe and cheap — each run replaces the saved report for that exact scope; running a company or month view never overwrites your whole-desk report.
- Export — use Export PDF to share the current report outside the dashboard.
Related
- Analytics — measure live workflow performance and credit consumption once your automations are running.
- Company mapping — how Neo recognizes the same end-client company across your connected systems, which is what powers the company filter here.