Dialpad Business Intelligence Report Tips
    • 06 Jun 2023
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    Dialpad Business Intelligence Report Tips

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    Article Summary

    Dialpad BI offers extensive customization capabilities, and to help users make the most of their reports, a cheat sheet of tips has been provided. When customizing a report, hovering over a field or column name will display its definition. Date formatting is a common customization, and the process of changing date aggregation periods is explained. Converting fractional times into HH MM SS format can be done using Table Calculations. Other upcoming features include getting group vs individual user vs combined metrics, filtering fanout calls, custom timing intervals and heatmaps, using drill downs for testing report customizations, and collapsing sections to create more space.

    Dialpad BI offers layer upon layer of unique customization capabilities. 

    We know this can be a lot to digest, and so we've put together a cheat sheet of tips to ensure you get the most out of your reports.

    Definitions of fields 

    When customizing a report, hovering over a field and clicking on the "info" ⓘ icon will often show you a definition.  


    You can also hover over a column name in the customization or report view pages to get that same definition.


    Have a look at the Analytics Glossary article for more common definitions and descriptions.

    Date aggregation (by day, week, month, etc)

    One of the most common customizations is date formatting, to ensure your reports export and can be viewed with your preferred date periods.  

    Let's take a look at how to change the date aggregation periods used when customizing a report.

    1) Select the desired date field (eg. Start Date)
    2) Deselect the existing date parameter that you're using. if any (i.e Start Date)
    3) Select the appropriate date field that you want to aggregate by (i.e. Start Week)
    4) Click "Run" to update your report


    Converting Fractional Times into HH:MM:SS formatting

    This can be accomplished most easily using Table Calculations when customizing your report.

    We find the field that has been added to our report, convert it from seconds into days by dividing by (60*60*24), and then we can specify a HH:MM:SS format to be used.

    See an example of this below


    Getting group vs individual user vs combined metrics

    Coming soon

    Filtering fanout calls in or out

    Coming soon

    Custom timing intervals and heatmaps

    Coming soon

    Using drill downs to test your report customizations

    Coming soon

    Collapsing sections to make more space

    Coming soon

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