Analytics+: Custom Analytics dashboards (Beta)

Custom Analytics dashboards let you build your own report from Aircall Analytics figures. You choose the figures you care about, group them in sections, and save the report. You can reopen it from the Custom Analytics dashboards page.

Who can access Custom Analytics dashboards

• Custom Analytics dashboards is available for companies with the Analytics+ add-on.
• Access is granted to users with an Admin or Supervisor role.
• If you don’t have Analytics+, you can’t access the report builder.
• A report is private to the user who created it. Sharing a report isn’t available in this release.

For the features included in each plan, please see our article Analytics features by plan: what’s included?

Key terms

• Report builder: the page where you create and edit a report.
• Report: a set of figures that you choose and organise in sections.
• Section: a named group of figures. Figures in a section are laid out side by side.
• Figure: a chart or other visual that already exists on an Analytics dashboard page.
• KPI: a figure that shows a single value.

Figures use the same metrics as your Analytics dashboards. If a metric’s definition changes, your figures stay correct.

Find your reports

To see your reports, go to Aircall Dashboard > Analytics > Custom Analytics dashboards.

The page lists your reports. Each report shows:

• The report name
• A figures column with the total number of figures the report holds
• When it was last updated
• A three-dot menu with the options to edit, duplicate or delete the report

From this page, you can also create a new report.

Creating and configuring a report

Creating a report:

1. Go to Analytics > Custom Analytics dashboards. 
2. Click Create custom Analytics dashbaord. The report builder opens with an empty report called Untitled report. 

3. Type a name for the report at the top of the report builder. Use 2 to 64 characters. Report names must be unique.
4. Go to the Figures side bar to search for a figure, or expand a group to browse.

5. Drag the figure into the section, where it says “Drag and drop figures here”.

   

6. Repeat to add more figures.
7. Optional: rename the section. New sections are named Untitled section.
8. Optional: to add another section, click + Add new section. 
9. Click Save report in the top right corner.

Configuring a report

Using the figure library

The Figures tab lists all the figures that already exist on your Analytics dashboard pages.

• Figures are grouped by dashboard, for example Overview, Inbound, Outbound, and User Activity.
• Each group shows its number of figures. You can collapse and expand each group.
• Use the search field to find a figure by name or description.

Each figure card shows:

• A thumbnail preview
• The figure name
• A badge for the chart type, for example Column chart
• A one-line description of what the figure displays

A figure keeps the chart type it has on its dashboard. You can’t change the chart type in a report.

Organize your report

Sections:

• Rename a section.
• Reorder sections.
• Delete a section.

Figures:

• Drag a figure to reorder it within a section.
• Drag a figure to another section to move it.
• Resize figures. Please note some may have min/max limits when resizing.
• Use the three-dot menu on a figure to remove it.

Add filters to your report

You can add additional filters to your report by clicking on the +Add filter button, available at the top of the report creation screen. A side bar menu will appear with all the available filters.

Please note the filters apply to every figure in the report.

Managing a report

Filter your report

Use the filters available on the report header or click All filters to access them in a side bar menu. Once the filters are selected, remember to click on the Apply green button.

• You can click on Save filter in the top-right corner to save your filters configurations.
• You can also rename, set as default or copy the link of a saved filter by clicking on the three dots menu available in the save filter button.
• Once saved, you can access them via de Select a preset dropdown, right after the title 

Save, edit, duplicate, and delete a report

As the owner of a report, you can:

• Save it. If you leave the report builder with unsaved changes, Aircall asks you to confirm.
• Edit it by reopening it in the report builder.
• Duplicate it to use as a starting point.
• Delete it. 

Limits

Custom Analytics dashboards have the following limits:

• Reports: up to 10 reports per user.
• Sections: up to 5 sections per report.
• Figures: up to 14 figures per report.
• Weight: a total weight of up to 30 per report.

Each figure has a weight based on its type:

• KPI: 1
• Heatmap: 2
• Chart: 3
• Table: 4

A report must stay within both the figure limit and the weight limit. For example, 10 charts reach the weight limit of 30.

If you reach a limit, an error appears. To continue, delete or replace an existing report or figure. Replacing a figure with a heavier one can exceed the weight limit. For example, replacing a KPI (weight 1) with a Table (weight 4) adds 3 to the total weight.

Export a report

Click Export in the report header. You can export the whole report as CSV, XLSX, or PDF.

The export respects the filters applied to the report.

FAQs

Can I share a report with a coworker?

No. A report is private to the user who created it. Sharing isn’t available in this release.

Can I change the chart type of a figure?

No. A figure keeps the chart type it has on its dashboard.

Why can’t I find a metric in the figure library?

The figure library only contains figures that already exist on your Analytics dashboard pages. Figures from the Numbers performance report are not available.

Why can’t I add another figure to my report?

A report can have up to 14 figures and a total weight of up to 30. Each figure’s weight depends on its type. Remove a figure or replace it with a lighter one.