The Scenario
You are a support director. The quarterly performance review covers 12 agents. You need a scorecard showing conversations resolved, average first response time, and happiness score for each agent in Q2.
You have an Excel workbook called 'Scorecard' with agent IDs in column A and empty columns B, C, and D. Getting the numbers out of Help Scout means running the user report 12 times, reading each metric off the screen, and typing it into the workbook.
The slow version:
- Open Help Scout Reports, navigate to User Reports
- Set Q2 date range, select Agent 1, read conversations resolved, first response time, happiness score
- Type the three numbers into the Scorecard tab, row 2
- Go back, select Agent 2, repeat
- You finish Agent 11, look at the column, and realize you have been pasting the first response time in hours when two of them were in minutes. You cannot tell which two without going back to check.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the agent IDs from your Scorecard tab, calls the Help Scout user report API once per agent, and writes the three metrics into the corresponding columns.
Open the SheetXAI sidebar and type:
For each agent ID in column A of my 'Scorecard' sheet, pull their Help Scout user report for Q2 and write conversations resolved, first response time, and happiness score into columns B, C, and D.
SheetXAI loops through the 12 IDs, calls Help Scout once per agent, and fills in the scorecard. The numbers come from the API, in consistent units, for every row.
What You Get
A completed scorecard with twelve rows of Q2 metrics:
- Column B — conversations resolved per agent
- Column C — average first response time per agent, in consistent units
- Column D — happiness score per agent
Consistent units across all rows. If first response time is in minutes, it is in minutes for every agent, not a mix of minutes and hours from reading the screen differently each time.
If you want the productivity report in a new tab instead of the scorecard format:
Fetch the Help Scout productivity report for Q1 and write each agent's name, resolution time, handle time, and reply count into a new sheet called 'Q1 Productivity'.
What If the Data Is Not Quite Ready
When some agent IDs in column A are inactive
An agent left mid-quarter and their ID no longer returns data.
For each agent ID in column A, attempt to pull their Q2 Help Scout user report. If the API returns no data for an ID, write "inactive — no data" into columns B, C, and D for that row instead of leaving them blank.
When you want the metrics ranked by performance
Your review format lists agents by performance, not by ID.
For each agent ID in column A, pull their Q2 Help Scout user report and write conversations resolved, first response time, and happiness score into columns B, C, and D. After filling all rows, sort the workbook by happiness score descending.
When you need to compare Q1 and Q2 side by side for the same agents
The review tracks improvement, not just the current quarter.
For each agent ID in column A, pull their Help Scout user report for Q1 and write conversations resolved, first response time, and happiness score into columns B, C, and D. Then pull the same metrics for Q2 and write them into columns E, F, and G. Add columns H, I, and J showing the change from Q1 to Q2 for each metric.
When you want raw metrics plus a team summary and a flag for agents below threshold
Your review template needs the individual rows, a summary row, and a visual flag for anyone below a 3.5 happiness threshold.
For each agent ID in column A, pull their Q2 Help Scout user report and write conversations resolved, first response time, and happiness score into columns B, C, and D. Add a totals row at the bottom showing team averages. Add a column E with the label "Flag" and write "below threshold" for any agent whose happiness score is below 3.5.
The pattern: describe the final table shape you need for the review, not the raw export. SheetXAI handles the API loop, the unit consistency, and any formatting in the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open your scorecard workbook with agent IDs in column A, then ask it to fill in the Q2 metrics from Help Scout. The Help Scout integration is included in every SheetXAI plan. For related workflows, see how to pull CSAT and happiness ratings by agent or the Help Scout in Excel overview.