> 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/ixhc2/campaign-management/agentic-reporting.md). # Agentic Reporting ### Overview Agentic Reporting provides a flexible and intelligent reporting experience that enables users to view, create, customize, and share dashboards and reports within their organization. It combines predefined dashboards, customizable reporting capabilities, AI-assisted report generation, and collaborative dashboard management to help users gain deeper insights into both inbound and outbound activities. Unlike traditional reporting systems that are limited to a predefined set of reports, Agentic Reporting allows users to create tailored visualizations and reports that meet unique business requirements while maintaining organizational governance and security. *** ## Key Capabilities ### Standard Reporting Dashboards Agentic Reporting includes a set of out-of-the-box dashboards that provide visibility into operational and campaign performance. #### Inbound Reporting Inbound dashboards provide insights into assistant and flow performance. Key metrics and visualizations include: * Total conversations * Average conversation duration * Transfers and transfer destinations
* Conversation outcomes
* Channel distribution * Contact volume by day * Transfer volume over time
* Heat maps showing activity by date and time
* Outcome trends * Performance comparison across assistants and flows
*** #### Outbound Reporting Outbound dashboards focus on campaign execution and outcomes. Key reporting views include: * Campaign funnel analysis * Dialed * Reached * Conversation completed * Objectives achieved
* Campaign outcome analysis * Objective completion tracking
* Transfer volume over time * Reachability statistics
* Channel mix reporting * Campaign performance trends
*** #### Campaign Export Reports Campaign Export Reports allow users to generate tabular reports containing campaign-specific information. Example report fields include: * Customer Name * Customer ID * Customer Phone Number * Time Zone * Campaign Information * Recording References * Campaign Attributes
Report data can be exported in CSV format for further analysis. *** ## How Agentic Reporting Works ### Dashboard-Based Architecture Reporting is delivered through dashboards composed of individual widgets.
Each widget defines: * The data query to execute * The visualization type to render * Display formatting and presentation options Common widget types include: * KPI cards * Charts * Trend graphs * Heat maps * Funnel visualizations * Tables
Multiple widgets can be combined within a dashboard to provide a comprehensive view of business performance. *** ### Reporting Engine The reporting engine serves as the central component responsible for: * Executing report queries * Rendering dashboard widgets * Managing dashboard versions * Enforcing organization-level data access controls * Retrieving and combining report data The reporting engine obtains data from: #### Data Warehouse The primary source for reporting metrics and operational analytics. This is the same underlying reporting data used across the platform's reporting ecosystem. #### Internal V2 Database Used to supplement reporting with campaign-related information that is not currently available in the data warehouse. Examples include: * Contact details * Campaign contact names * Time-zone information * Campaign-specific attributes When required, the reporting engine combines data from both sources to provide a unified reporting experience. *** ## Organization-Based Reporting All reports are organization scoped. To ensure secure access: * Every report query is automatically constrained to the user's organization. * Users can only access data belonging to their organization. * Reporting remains governed within platform-defined boundaries. This provides a secure and controlled reporting environment while allowing reporting flexibility. *** ## User Roles ### Report Viewer Report Viewers can consume reporting content but cannot modify reporting assets. Capabilities include: * View standard dashboards * View shared dashboards * Filter report data * Export supported report results * Ask questions about report data using AI-assisted insights Accessible dashboards include: * Inbound Dashboards * Outbound Dashboards * Campaign Export Reports * Organization-shared dashboards
*** ### Report Editor Report Editors can create, modify, and manage reporting content. Capabilities include: * Create dashboards * Create custom reports * Configure widgets * Modify layouts * Share dashboards * Export dashboards * Use AI-assisted report generation * View dashboard history * Compare dashboard versions
*** ## AI-Assisted Report Creation One of the primary capabilities of Agentic Reporting is AI-assisted dashboard and report generation. Rather than manually defining reports, users can describe their reporting requirements in natural language. For example: Show a heat map of outbound calls by hour of day and day of week. The AI assistant automatically determines: * Required data sources * Data query structure * Appropriate visualization type * Display configuration The generated widget is then added to the dashboard for review and refinement.
*** ## Refining AI-Generated Reports After a report is generated, users can continue refining it through additional instructions. Examples include: * Change the chart type * Show data by day instead of week * Expand the reporting period * Add additional metrics * Adjust labels and descriptions This iterative approach allows users to progressively improve reports without recreating them from scratch.
*** ## Dashboard Editing Report Editors can manually customize dashboards and widgets. Supported customizations include: ### Layout Changes * Resize widgets * Rearrange dashboard components * Add or remove widgets ### Visual Customization * Modify titles and descriptions * Change colors * Update display settings * Configure chart options ### Query Configuration Advanced users can review and adjust widget query definitions to further customize report behavior.
*** ## Dashboard Versioning All dashboard changes are tracked through version history. Version management capabilities include: * Automatic version creation * Change tracking * Version comparison * User attribution * Historical review Users can identify: * Who made a change * What was changed * When changes occurred Changes generated by AI can also be distinguished from manually created updates, improving auditability and transparency.
*** ## Dashboard Sharing and Collaboration Dashboards can be shared across the organization to support collaborative reporting. Benefits include: * Centralized reporting assets * Consistent reporting standards * Shared dashboards across teams * Reduced effort through dashboard reuse Shared dashboards become available to users based on their assigned reporting permissions. *** ## Ask Questions About Reports Users can interact with report data using natural language. Examples include: * What happened on a specific day? * Which flows generated the highest call volume? * What were the most common outcomes? * Which campaigns achieved the highest completion rates?
*** ## Exporting Data Supported report tables can be exported for offline analysis. Supported export format: * CSV This enables users to: * Share data externally * Perform additional analysis * Import results into third-party reporting tools * Create customer-specific reporting packages.
*** ## Summary Agentic Reporting extends traditional reporting by combining standard dashboards, customizable reporting, AI-assisted report generation, organizational governance, and collaboration capabilities. Users can analyze inbound and outbound performance, create custom dashboards using natural language, share reporting assets across teams, and export reporting data, all while maintaining secure organization-level access controls and complete version history tracking. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.ixhello.com/ixhc2/campaign-management/agentic-reporting.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.