Setting up Custom Reports

Custom Reports let you define your own metric combinations, time ranges, and filters, and save them for repeated use. You can also schedule reports to be delivered to your inbox on a daily, weekly, or monthly cadence.

Creating a Custom Report

Go to Analytics → Custom Reports → New Report. Select the metrics you want to include, apply any filters (agent, channel, user segment, date range), and choose a visualization type (table, line chart, bar chart). Save the report with a name that makes sense for your team.

Available Metrics

Custom reports can include any combination of:

• Agent-level metrics - activations, containment, completion, handoff rate per agent
• Channel metrics - in-app vs. voice vs. WhatsApp breakdown
• Journey metrics - step-by-step completion rates for multi-step agent flows
• Campaign metrics - reach, response rate, and conversion for outbound campaigns

Scheduling Report Delivery

Once a report is saved, open it and click Schedule. Choose the frequency (daily, weekly, monthly), the delivery time, and the recipients. Reports are delivered as PDF attachments with an optional CSV data file. Recipients do not need a RevRag AI account to receive scheduled reports.