Custom report configuration

Customized reports use components of different types. These components allow displaying the data of your choice in a specific format.

It is thus possible to display data in the form of tables or graphs. The type of graph can also be customized. For example, it can be a column chart, a pie chart, or a matrix.

For each component of a report, it is possible to use one or more data sources or to restrict this data to a specific criterion. This criterion can be a conversation variable.

For example, for a bot that retrieves (through conversations) the department in which the end user works, it is possible to restrict the values of the graph to this department.

Create a report

  1. To create your custom statistical reports, go to Custom Statistics > Configuration > Report and click on Add Report. Give it a name and click Create.

As you can see in the screenshot above, you can also create a report by importing an existing report. Click on Choose File and then Import.

You can apply filters such as consultation space, language, and time period. The data will be automatically adjusted in the report.

  1. Once the report is created, you can start adding elements to it (which we call "components"). To do this, click on Add New Component. Choose the one that suits you by clicking on it, which will take you to the component configuration panel.

Let's take a closer look at the Table and Graph components, which are a bit more complex.

They both contain the following three sections: data sources, loops, and restrictions.

Sources: This section allows you to select and configure the data to be displayed.

  • Indicators: An indicator corresponds to a type of data to monitor. Our solution offers a wide variety of indicators that you can track. You can refer to the Appendix section for the complete list of indicators.

  • Inner Loop: An inner loop allows for breaking down displayed data according to a selected criterion (e.g., by language, consultation space, solution used, etc.). If an inner loop is applied, the indicator will be segmented according to the selected criterion.

  • Restrictions: A restriction is a filter that can be applied to the indicator. Only data that meets the restriction criteria will be displayed

    • Dimension: A dimension is a restriction criterion. You can only use one dimension per restriction.

Note: An indicator can have only one inner loop but can have multiple restrictions.

Loops: A loop serves the same function as the aforementioned inner loop. The main difference is that an inner loop is applied to an indicator within a data source, whereas a loop is applied to all indicators within the component.

Restrictions: This section serves the same function as the one in the Data Sources section. The main difference is that here, restrictions will be applied to all indicators within the component.

  1. Once you have configured your report, if the relevant data is available on your bot, you will immediately see the results in the Preview section below.

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