--- title: "Using Dialpad Business Intelligence (BI)" slug: "using-dialpad-business-intelligence-bi" description: "See how Dialpad Business Intelligence provides data you need to understand your team's performance better." tags: ["analytics", "Business Intelligence tool", "Agent Status Analytics"] updated: 2024-12-13T22:44:59Z published: 2024-12-13T22:44:59Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.dialpad.com/llms.txt > Use this file to discover all available pages before exploring further. # Using Dialpad Business Intelligence (BI) Dialpad Business Intelligence (BI) offers the robustness of a full-featured business intelligence tool directly on top of your Dialpad data. It's your data, your way - Dialpad BI lets you customize the metrics you want, in the format you want. Let's dive into the details below. **Who can use this**Dialpad BI is available for [Dialpad Support](https://www.dialpad.com/pricing/#contact-center) or [Dialpad Sell](https://www.dialpad.com/pricing/#sales-dialer) users. This feature is a paid add-on, and you'll need to have company admin or analytics specific permissions. ## **Access and permissions** Dialpad BI is available to company admins, as well as users with [analytics permissions](/v1/docs/add-remove-user-permissions) for their account. [Learn more about admin permissions here.](/v1/docs/admin-permissions-in-dialpad) The data available is for the entire company, though it will not directly include content or links to recordings, transcripts, or any other confidential information. If needed, the call records will have a link available to a [call summary,](/v1/docs/ai-call-summary) where recordings and transcripts are accessible, should the user have the necessary viewing permissions. ## **Create a report** Dialpad BI offers 13 standard templated reports to get you started, or you can create a custom report from scratch. Let's look at the options. ### **Use a templated report** We've done the heavy lifting and have 13 report templates ready to be populated with your data. To use one of our templated reports, navigate to **Analytics** from Dialpad.com 1. Select **Business Intelligence** 2. Select the report you'd like to use (c*all volume by day*, and a*gent status timeline by contact center* are user favorites!) [DPBI_Templates](https://app.vidgrid.com/embed/9m2y7AdhiqbA) That's it; your data is ready for review! ### **Create a custom report** To create a custom report, navigate to **Analytics** from **Dialpad.com** 1. Select **Business Intelligence** 2. Select **Create** 3. Enter a **Report Name** 4. Add a short description 5. Select from the drop-down option for **Report Dataset** 6. Select your preferred [fields](/docs/using-dialpad-business-intelligence-bi#h_01G2TFC6ZTFJ0SJFPP77FJ03Y3), [filters](/docs/using-dialpad-business-intelligence-bi#filters), and [visualization](/docs/using-dialpad-business-intelligence-bi#visualizations) 7. Select **Save and View** [DPBI_Create](https://app.vidgrid.com/embed/n0fJu9QXEyry)Tip:Learn more about Dialpad BI datasets in [this Help Center article.](/v1/docs/dialpad-bi-datasets-and-data-concepts) Your report will now also be visible and accessible within your **Saved Reports** tab ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1701122056594.png) ### **Duplicate an existing template or saved report** You can also duplicate a templated report (or one of your saved reports) to use as a starting point for further customization. To duplicate a report, navigate to **Analytics** from **Dialpad.com** 1. Select **Business Intelligence** 2. Select the report you would like to duplicate 3. Select **Duplicate** 4. Enter a new **Report Name** [DPBI_Duplicate](https://app.vidgrid.com/embed/Cpjdx1L3qEnU) Upon duplicating a report, it will be saved in the **Saved Reports** tab of Dialpad BI and can now also be further customized and saved. ## **Customize a report** Below are a few important concepts to help you customize and build your own reports. NoteThese are some of the most common customization features you'll likely be using, but it is not an exhaustive list of all available functionality. Dialpad BI is built on top of Looker technology, you can read more about the other customization capabilities in Looker's help center content, including [sorting](https://docs.looker.com/exploring-data/exploring-data#sorting_data), [pivoting](https://docs.looker.com/exploring-data/exploring-data#pivoting_dimensions), [filtering](https://docs.looker.com/exploring-data/filtering-and-limiting), [reordering columns](https://docs.looker.com/exploring-data/exploring-data#reordering_columns), [removing fields](https://docs.looker.com/exploring-data/exploring-data#removing_fields), [picking fields](https://docs.looker.com/exploring-data/exploring-data#field_picker), [displaying totals/subtotals](https://docs.looker.com/exploring-data/exploring-data#displaying_totals), [copying values](https://docs.looker.com/exploring-data/exploring-data#copying_values), [custom fields](https://docs.looker.com/exploring-data/adding-fields/custom-measure), [table calculations](https://docs.looker.com/exploring-data/using-table-calculations#creating_table_calculations), [forecasting](https://docs.looker.com/exploring-data/visualizing-query-results/forecasting-in-visualizations) and more. ##### ### Fields: dimensions and measures The data/metrics on your reports are **Fields**. There are two main types of fields: dimensions and measures. A **Dimension** can be thought about as a core property of the entities in the dataset that you're reporting on. When making a simple 2-axis chart, you can think about dimensions as the types of things you'd generally put on the horizontal axis, or as separate lines/bars/etc. Some example dimensions might be the name of the user or group who was the recipient of a call, or the date at which the call first started ringing. A **Measure** is usually a metric or computed property of the entities in the dataset that you're reporting on. Some examples of measures are things like the total # of abandoned calls, or the average call duration of all the connected calls that you've filtered for. When making a simple 2-axis chart, you can think about measures as the types of things you'd generally put on the vertical axis. ### Adding/removing fields Fields can be added/removed in several ways, let's take a look at some possibilities. Most commonly, you'll use the field explorer on the left side of the page 1. Type the field name on the search box 2. Select a field name to add to your report 3. If you want to remove the field, select the gear icon for the field in question 4. Select **Remove** 5. Select **Save and View** [DPBI_Fields](https://app.vidgrid.com/embed/DgXF82sskV4K) ### **Filters** Dialpad BI offers powerful filtering capabilities, to ensure you can drill down into the data you need. Filters can be triggered in several different ways, let's take a look at the possibilities. #### **Adding/updating a filter** You may want to add additional filters on a report that you're viewing and/or customizing. From the **Analytics** section of your admin portal 1. Navigate to **Business Intelligence** 2. Select the report you want to update 3. Select **Customize** 4. Select **Filters**to view the active filters and update their parameters as needed 5. To add a filter, navigate to **All fields** 6. Select the **Filter by field** icon [DPBI_Filters](https://app.vidgrid.com/embed/2GSUFkHuhl7H) To filter for a field that's already in a column in the **Data** section of the customize experience, select the gear icon menu in the column and select **Filter**. ![mceclip4.png](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/xznvi5eyey2eos4bztl6amceclip4.png) You can click on a specific row to add a filter for that column, and its selected row value. ![mceclip5.png](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/9ycax1uqouwm2m6z8cyntamceclip5.png) When customizing your filter logic, there are many options available that depend on the nature of the field that's being filtered on. For example, for dates, you can specify logic in the following methods: - **in the past** X days/week/months/quarters/years, etc - **in the range**  X date/time to Y date/time - **is before** or **is after** X date/time For text fields and names, you can specify details such as: - **is equal to one** or more values of your choosing - **contains**/**does not contain** one or more sets of characters or words - **is not blank** Read more about filtering capabilities on Looker’s [help site here](https://docs.looker.com/exploring-data/filtering-and-limiting). ### **Visualizations** Reports have an interactive table or chart that let you to visualize your data at a granular level. Visualizations can tables made up of familiar rows and columns, or, an interactive diagram or chart that allows you to expand and collapse sections to further break down the data, view subtotals/totals, and more To update the visualization type, select the report you would like to update and select **Customize** 1. Select **Visualization** 2. Select the visual representation format of your choice 3. Select **Run**to update the report 4. then Select **Save and View** [DPBI_Visuals](https://app.vidgrid.com/embed/w8LqM47m3CSr) The graph will update instantly so you can compare which visual format best represents your data.   Tip: Where applicable you can also click on the metric or data directly in the visualization to view the underlying records that make up that data point. From there, you can take further action or dive into an even deeper analysis. Read more about the various visualization types and their customizations on Looker’s [help site here](https://docs.looker.com/exploring-data/visualizing-query-results/visualization-types). ## **Run a report** Once you've changed the filters or data configuration on a report, you'll always need to click the "Run" button to have it populate with your latest changes. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1701188647191.png) ## **Download a report** Dialpad BI makes it easy to download your reports by logging in to [**Dialpad.com**](https://www.dialpad.com/) and navigating to **Analytics** 1. Select the report you want to download 2. Navigate on the gear icon 3. Select **Download** from the dropdown menu 4. Select the desired file format from the dropdown menu 5. Select **Download**. [DPBI_Download](https://app.vidgrid.com/embed/28O9NRrEAIAC) Dialpad BI reports can be downloaded in the following formats: - TXT - Excel - CSV - JSON - HTML - Markdown - PNG ## **Send a report** Login to **Dialpad.com** and navigate to **Analytics** 1. Select **Business Intelligence** 2. Select the report you would like to send. 3. Navigate to the gear icon to access the drop-down menu. 4. Select **Send** 5. Enter the email address of the recipients and your preferred export format. 6. Select **Send** [DPBI_Send](https://app.vidgrid.com/embed/JkOErat5aG2G) Reports can be sent to any email address, regardless if they are a Dialpad user or not. ## **Schedule a report** This is useful if you would like to set up a recurring export. E.g. Sending out relevant data insights to your team or stakeholders on a weekly basis. Login to **Dialpad.com** and navigate to **Analytics** 1. Select**Business Intelligence** 2. Select the report you would like to send 3. Navigate to the gear icon to access the drop-down menu 4. Select **Schedule** 5. Enter the email address of the recipients and your preferred export format 6. Select the days/times you would like the report to be sent, and the frequency (daily, weekly, bi-monthly, monthly, etc) 7. Select **Save All** [DPBI_schedule](https://app.vidgrid.com/embed/tk7jduWrrpgo) ## Drill down and download the corresponding records See some concerning or interesting in the data? Where applicable, you can click on a specific metric in your visualization to drill down, see the underlying records for that data point, and easily download the records for deeper review if needed. [DPBI_DrillDown](https://app.vidgrid.com/embed/9mTs8TXaJnT9) For call records specifically, you can also click through to a call summary from here, to review the corresponding recordings and transcripts where they exist and if you have the applicable permissions for that call. ## Additional resources Be sure to read through the following useful articles, and if you have any questions, please let us know! - [BI FAQs](/v1/docs/dialpad-business-intelligence-bi-faqs) - [BI Datasets and Concepts](/v1/docs/dialpad-bi-datasets-and-data-concepts) - [Dialpad BI Report Tips](/v1/docs/dialpad-business-intelligence-report-tips) - [BI Reporting: Call Logs Report](/v1/docs/bi-reporting-call-logs-report) - [BI Reporting: Call Metrics by Disposition Report](/v1/docs/bi-reporting-call-metrics-by-disposition-report) - [BI Reporting: Call Volumes by Hour and Day of Week](/v1/docs/bi-reporting-call-volumes-by-hour-and-day-of-week) - [BI Reporting: Call Volumes by Day Report](/v1/docs/bi-reporting-call-volumes-by-day-report) ## Related - [Dialpad Business Intelligence (BI) FAQs](/dialpad-business-intelligence-bi-faqs.md) - [BI Reporting: Call Volumes by Day Report](/bi-reporting-call-volumes-by-day-report.md) - [BI Reporting: Call Volumes by Hour and Day of Week](/bi-reporting-call-volumes-by-hour-and-day-of-week.md) - [Dialpad Business Intelligence (BI)](/contact-center-ai-sales-dialpad-business-intelligence-bi.md) - [BI Reporting: Call Logs Report](/bi-reporting-call-logs-report.md)