> For the complete documentation index, see [llms.txt](https://docs.ixhello.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ixhello.com/ix-hello-reporting/basic-reporting/portal-navigation-and-structure.md).

# Portal Navigation & Structure

## 1. Top Navigation Bar

The IX Hello Reporting Portal opens with a persistent top navigation bar providing platform branding, dashboard tabs, and a product selector.

<figure><img src="https://4267701687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbZXuyN6ZbfuNJdpUEXgq%2Fuploads%2Fw0gaZg8lNIugc55HADOv%2Fimage.png?alt=media&amp;token=d48e357e-a54b-4b50-a53b-7e586a2eb6d5" alt=""><figcaption><p align="center"><em>Figure 1 — Top Navigation Bar: ixHello branding, dashboard tabs, and product selector</em></p></figcaption></figure>

### 1.1 iX Hello Branding

The leftmost element displays the ixHello™ logo, confirming the user is within the Concentrix IX Hello product suite.

### 1.2. Dashboard Tabs

Two primary tabs: Basic Dashboard (aggregated analytics) and Conversation (transcript-level investigation).

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Tab</td><td valign="top">Description</td></tr><tr><td valign="top">Basic Dashboard</td><td valign="top">High-level overview of key metrics: conversation volume, containment rates, assistant activity, and duration analytics. Default landing view for executive-level insights.</td></tr><tr><td valign="top">Conversation</td><td valign="top">Conversation Viewer for browsing individual transcripts with search, pagination, and full message-level inspection.</td></tr></tbody></table>

### &#x20;1.3. Product Selector

Dropdown (e.g., iX Hello - Customer v2) that scopes all dashboards to a specific product:

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Product</td><td valign="top">Description</td></tr><tr><td valign="top">iX Hello - Customer v2</td><td valign="top">Next-Generation voice platform with Kinesis/S3 streaming into Redshift.</td></tr><tr><td valign="top">iX Hello - Customer v1</td><td valign="top">Customer-facing conversational AI (iXHC). Chat-based interactions and service assistants.</td></tr><tr><td valign="top">iX Hello - Employee</td><td valign="top">Employee-facing conversational AI (iXHE). Internal assistants with typically higher volumes.</td></tr></tbody></table>

*Technical Note:* All data is transformed into Common Data Schema (CDS) format before Redshift ingestion, enabling identical dashboard structure across products.

## 2. Hamburger Menu — Portal-Wide Navigation

In the upper-right corner of the portal, a hamburger menu icon (≡) provides access to additional portal sections beyond the Basic Dashboard and Conversation Viewer.

<figure><img src="https://4267701687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbZXuyN6ZbfuNJdpUEXgq%2Fuploads%2FRUr1KrXyNbsv4Xcc4GF5%2Fimage.png?alt=media&amp;token=51aa03f7-a959-4377-8400-d749a9167a2d" alt=""><figcaption><p align="center"><em>Figure 2 — Hamburger menu: portal-wide navigation options</em></p></figcaption></figure>

The hamburger menu exposes four navigation options:

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Option</td><td valign="top">Description</td></tr><tr><td valign="top">Premium Dashboard</td><td valign="top">Navigates to the Premium Reporting tier with advanced Tableau-embedded dashboards offering 47 metrics, custom date ranges, pivot tables, and detailed analytics across containment, conversations, transfers, interactions, and minutes of usage.</td></tr><tr><td valign="top">Datafeed</td><td valign="top">Opens the Datafeed Service for self-serve data extraction. Allows users to create, schedule, and download structured data exports from the reporting warehouse (covered in Section 7 of this document).</td></tr><tr><td valign="top">About</td><td valign="top">Displays version information and product details for the current portal build.</td></tr><tr><td valign="top">Log Out</td><td valign="top">Ends the current user session and returns to the login screen.</td></tr></tbody></table>

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