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Reports Dashboard
The Reports Dashboard provides a library of pre-built reports that answer the most common questions about your bot operations. Each report is ready to use out of the box -- select a date range, apply optional filters, and view the results instantly.
Pre-Built Reports
OmniBots ships with the following reports. Each one focuses on a specific aspect of bot performance.
| Report | Description | Default Range |
|---|---|---|
| Conversation Volume | Total conversations over time, broken down by day or hour | Last 30 days |
| Resolution Rates | Percentage of conversations resolved by the bot vs escalated to agents | Last 30 days |
| Peak Hours | Heatmap showing conversation volume by hour of day and day of week | Last 7 days |
| Channel Breakdown | Conversation distribution across web, SMS, WhatsApp, and voice channels | Last 30 days |
| Bot Comparison | Side-by-side performance metrics for all bots in your workspace | Last 30 days |
| Escalation Analysis | Detailed breakdown of why conversations were escalated, by bot and node | Last 30 days |
| Average Handle Time | Mean conversation duration segmented by bot, channel, and outcome | Last 30 days |
Viewing a Report
- Navigate to Monitoring > Reports.
- Click on a report card to open it.
- The report loads with its default date range and displays the primary chart along with a summary table.
Each report page contains:
- Summary bar -- Headline numbers at the top (e.g., total conversations, percentage change from previous period).
- Primary chart -- The main visualization (line chart, bar chart, or heatmap depending on the report).
- Data table -- A sortable table with the underlying data rows.
Reports dashboard showing pre-built report cards for conversation volume, resolution rates, peak hours, channel breakdown, bot comparison, escalation analysis, and average handle time
TIP
Click any column header in the data table to sort by that column. Click again to reverse the sort order.
Date Filtering
Every report respects the global date range picker. You can also override the range per report.
| Preset | Period |
|---|---|
| Today | Current day |
| Yesterday | Previous day |
| Last 7 Days | Rolling week |
| Last 30 Days | Rolling month |
| This Quarter | Start of current quarter to today |
| Custom Range | Any start and end date within your retention window |
The selected range persists as you navigate between reports during the same session.
Comparing Periods
To understand trends, you can enable period-over-period comparison on any report.
- Open a report and select your primary date range.
- Toggle Compare to Previous Period in the toolbar.
- The chart overlays the previous period's data in a lighter shade and the summary bar shows percentage changes.
For example, selecting "Last 7 Days" with comparison enabled shows the current week alongside the prior week, making it easy to spot improvements or regressions.
Peak hours heatmap report showing conversation volume by hour of day and day of week, with color-coded cells ranging from light to dark blue based on volume intensity
Filtering by Bot and Channel
Use the filter bar at the top of any report to narrow results.
- Bot -- Select one or more bots. Only conversations handled by those bots are included.
- Channel -- Filter to specific channels (web, SMS, WhatsApp, voice).
- Status -- Include only conversations with a specific outcome (completed, escalated, abandoned).
Filters combine with the date range. All charts and tables update immediately when filters change.
Exporting Reports
Every report can be exported for offline analysis or sharing with stakeholders.
| Format | Contents |
|---|---|
| CSV | Raw data rows matching the current filters and date range |
| A formatted document with charts, summary metrics, and the data table |
To export:
- Apply the desired date range and filters.
- Click the Export button in the top-right corner of the report.
- Choose CSV or PDF.
- The file downloads to your browser immediately.
WARNING
Exported data reflects the filters active at the time of export. Double-check your date range and bot selection before generating a report for stakeholders.
Next Steps
- Custom Reports -- Build your own report definitions with custom metrics and dimensions
- Tool Analytics -- Monitor tool execution success rates and performance
- Analytics Dashboard -- Return to the KPI overview