Creating Custom Reports
Last updated April 20, 2024
Introduction: Custom reports allow you to tailor analytics data to your specific needs and preferences, providing insights that are relevant to your business goals and objectives. With CodeMate's flexible reporting capabilities, you can create custom reports that capture the metrics and data points most important to you, enabling deeper analysis and informed decision-making. In this guide, we'll walk you through the process of creating custom reports in CodeMate to gain actionable insights and track key performance indicators effectively.
Step-by-Step Guide:
- Access Reporting Dashboard:
- Log in to your CodeMate account and navigate to the reporting or analytics section.
- Access the reporting dashboard where you can view and manage existing reports or create new ones.
- Define Report Objectives:
- Clearly define the objectives and goals of your custom report.
- Identify the specific metrics, data points, and insights you want to capture to inform decision-making and measure performance.
- Select Data Sources:
- Choose the data sources and datasets you want to include in your custom report.
- Depending on your needs, you may pull data from conversation logs, user interactions, chatbot performance metrics, or other sources available in CodeMate.
- Choose Report Dimensions and Metrics:
- Select the dimensions and metrics that will be used to organize and measure your data.
- Dimensions represent categories or attributes of data (e.g., time, user demographics), while metrics quantify the performance or behavior of your chatbot (e.g., message volume, engagement rate).
- Apply Filters and Segmentation:
- Apply filters and segmentation criteria to refine your data and focus on specific subsets or segments of interest.
- Filter data based on criteria such as time periods, user attributes, conversation types, or chatbot features to gain insights into targeted areas of analysis.
- Customize Visualization and Layout:
- Choose the visualization types and layout options that best represent your data and facilitate understanding.
- Customize chart types, graphs, tables, and other visual elements to present data in a clear, concise, and visually appealing format.
- Add Context and Annotations:
- Provide context and annotations to help users interpret the data and understand its significance.
- Include explanatory text, annotations, or insights alongside visualizations to highlight key findings, trends, or actionable takeaways.
- Preview and Validate:
- Preview your custom report to ensure that it accurately reflects the data and insights you intend to convey.
- Validate the report against your objectives and expectations, and make any necessary adjustments or refinements before finalizing.
- Save and Share:
- Save your custom report within CodeMate for future reference and analysis.
- Share the report with relevant stakeholders or team members, either by exporting it in a preferred format or granting access to view it directly within the CodeMate platform.
Conclusion: Creating custom reports in CodeMate empowers you to tailor analytics data to your specific needs and objectives, enabling deeper analysis and informed decision-making. By defining objectives, selecting data sources, choosing dimensions and metrics, applying filters and segmentation, customizing visualization, and sharing insights, you can create custom reports that provide actionable insights and drive business success.