The Reports page displays all available dashboards. From here you can open any dashboard, interact with chart widgets, switch view types, and access account-level reports.
The Dashboard List
When you open the Reports page, you see a grid of dashboard cards arranged in three columns. Each card shows the dashboard name, creation date, and pin indicators (if pinned). Click any card to open that dashboard.
Opening a Dashboard
When you open a dashboard, you see a full-screen view with:
- Header — A back button on the left and the view type selector on the right.
- Filter bar — A horizontal bar of filter controls below the header. See Using Filters for details.
- Widget grid — The dashboard’s visualizations and data widgets arranged in a responsive grid layout.
Widgets load as you scroll — only the widgets currently in your viewport are queried, which keeps dashboards fast even when they contain many widgets.
Each widget supports different interactions depending on its type:
| Widget Type | Interactions |
|---|
| Bar, Line, Area, Pie Charts | Hover for tooltips, click data points to cross-filter other widgets, toggle series in the legend |
| Scatter Chart | Hover for tooltips with axis values and category |
| Metric Card | Displays a large KPI value with an optional trend indicator and sparkline |
| Data Table | Click column headers to sort, navigate pages, export to CSV or Excel |
| Text | Static content — no interactions |
Cross-Filtering
When you click a data point in a chart (for example, a bar or pie slice), that value is used to filter all other widgets on the dashboard. This lets you drill into a specific segment without opening the filter bar.
- A Clear filters indicator appears when a cross-filter is active.
- Click the same data point again to remove the cross-filter.
- Cross-filters work alongside dashboard-level filters — they narrow the data further.
Each widget shows a last refreshed timestamp. To force fresh data:
- Hover over the widget header to reveal the refresh button.
- Click the refresh icon to re-execute that widget’s query, bypassing any cached results.
A spinner overlay appears on the widget while it reloads.
Switching View Types
The view type selector in the dashboard header controls the scope of data displayed across all widgets.
| User Role | Behavior |
|---|
| Admin | A dropdown menu lets you switch between All Accounts and My Book |
| Non-Admin | A static badge shows My Book — you cannot change the view type |
Exporting Data
Data table widgets support exporting to CSV and Excel:
- Open a dashboard containing a data table widget.
- Click the export button in the table widget header.
- Choose CSV or Excel (.xlsx) format.
- A file downloads with the current table data, including any active filters.
Excel exports support multiple sheets, frozen header rows, and auto-sized columns.
Account-Level Reports
You can view dashboards in the context of a specific account by navigating to an account’s detail page and selecting the Reports tab. The account Reports tab has two sub-tabs:
Reports (default) — Shows dashboards pinned to the Accounts context:
- Only dashboards pinned to Accounts appear here.
- Data is automatically filtered to the selected account.
- The first pinned dashboard is auto-selected when you open the tab.
- If no dashboards are pinned to Accounts, an empty state message directs you to the main Reports page to pin dashboards.
Workflow Reports — Shows customer-level workflow outputs:
- Displays results from workflows configured in Agent Studio that target individual accounts.
- Each workflow appears as a selectable tab with its output rendered as formatted content.
- If no workflows exist, admins see a prompt to create one from the Workflows tab; non-admins see a message to contact their admin.
Account-level reports are useful for QBRs and account reviews — you get a focused view of a single account’s data without manually applying filters.
Responsive Layout
Dashboard grids adapt to your screen size. Widgets reflow across breakpoints — a 12-column layout on large screens compacts to fewer columns on smaller screens, so dashboards remain usable on tablets and narrow browser windows.
Navigating Back
Click the back arrow in the top-left corner of the dashboard header to return to the dashboard list.
Related Pages
