Reports & Insights

Overview

Reports and Insights in Oration AI provide a powerful analytics framework for tracking, measuring, and understanding your AI conversation performance. Build comprehensive reports from pre-built templates or from scratch, customize visual insights with various chart types, and share findings with your team to make data-driven decisions.

Pre-built templates

Jump-start your analytics with professionally designed report templates for common use cases

Custom insights

Create tailored visualizations to track the metrics that matter most to your business

Real-time data

Access up-to-date metrics and trends as your AI agents interact with customers

Team collaboration

Share reports and insights across your workspace for aligned decision-making

Understanding Reports vs Insights

Reports

Reports are organized collections of insights that tell a complete story about your AI performance. Think of reports as dashboards that bring together multiple data visualizations and metrics into a cohesive view. Key characteristics:

Container for multiple insights
Can be created from templates or blank
Shareable with team members
Can be favorited for quick access
Include metadata like creator, description, and creation date

Insights

Insights are individual data visualizations that track specific metrics. Each insight focuses on a single measurement or trend, visualized through charts, graphs, or tables. Key characteristics:

Individual metric or KPI visualization
Customizable chart types (line, bar, area, pie, etc.)
Configurable time granularity (hourly, daily, weekly, monthly)
Can be added to multiple reports
Real-time data updates

Quick start

Create your first report

Navigate to Reports from the side navigation
Click New Report in the top-right corner
Select a template or choose Blank Report for custom creation
Configure report details (name, description)
Add insights to populate your report
Save and share with your team

Create your first insight

Navigate to Reports and switch to the Insights tab
Click New Insight
Select the metric you want to track
Choose your visualization type
Configure time range and granularity
Name your insight and save

Report templates

Oration AI provides professionally designed templates to help you get started quickly. Each template is optimized for specific use cases and includes pre-configured insights.

Available templates

Template	Description	Best for
Campaigns Performance	Track campaign metrics, engagement rates, and ROI	Marketing teams measuring campaign effectiveness
Conversations Performance	Monitor conversation volume, duration, and outcomes	Operations teams optimizing conversation quality
Agents Performance	Evaluate individual agent metrics and efficiency	Team leads managing multiple AI agents
Customer Analytics	Analyze customer behavior, satisfaction, and trends	Customer success teams understanding user patterns
Revenue Reports	Track revenue metrics, conversions, and growth	Finance and sales teams monitoring financial performance
User Engagement	Monitor active users, session duration, and retention	Product teams improving user experience
Support Tickets	Manage support volume, resolution time, and satisfaction	Support teams optimizing response workflows
Product Performance	Evaluate feature usage and product adoption	Product managers tracking feature success
Custom Dashboard	Build personalized views with selected insights	Teams with specific reporting needs

Using templates

When creating a new report, selecting a template automatically:

Configures relevant insights for that use case
Sets appropriate time ranges and granularity
Applies industry-standard visualization types
Includes recommended metrics and KPIs

You can customize any template after creation by adding, removing, or modifying insights.

Creating insights

Insights are the building blocks of your reports. Each insight tracks a specific metric and presents it visually.

Insight configuration options

Option	Description	Values
Name	Descriptive name for the insight	Text string (e.g., “Daily Conversation Count”)
Metric	The data point being measured	Conversations, Agents, Campaigns, Revenue, etc.
Visualization Type	Chart style for presenting data	Line, Bar, Area, Pie, Donut, Table
Time Grain	Data aggregation interval	Hourly, Daily, Weekly, Monthly
Date Range	Period for data analysis	Last 7 days, Last 30 days, Custom range
Filters	Criteria to narrow results	Agent ID, Campaign ID, Customer segment, etc.

Visualization types

Choose the visualization that best represents your data:

Line charts

Best for: Tracking trends over time, identifying patterns, showing continuous data Example use cases:

Daily conversation volume
Weekly revenue trends
Monthly user growth

Bar charts

Best for: Comparing discrete categories, showing rankings, displaying counts Example use cases:

Agent performance comparison
Campaign engagement by channel
Support ticket categories

Area charts

Best for: Showing cumulative totals, visualizing part-to-whole relationships over time Example use cases:

Cumulative revenue
Stacked conversation outcomes
Multi-agent volume distribution

Pie & Donut charts

Best for: Showing proportions, displaying percentage breakdowns Example use cases:

Conversation outcome distribution
Customer segment breakdown
Agent workload distribution

Tables

Best for: Detailed data inspection, precise values, sortable metrics Example use cases:

Top performing agents list
Detailed campaign metrics
Customer engagement scores

Time granularity

Select the appropriate time grain based on your analysis needs:

Hourly: For real-time monitoring and intraday patterns
Daily: For day-to-day trends and week-over-week comparisons
Weekly: For monthly trends and reducing daily noise
Monthly: For long-term trends and year-over-year analysis

Match your time grain to your data volume. Hourly granularity works well for high-volume operations, while monthly views are better for strategic planning.

Building effective reports

Report organization best practices

1. Start with context Begin your report with high-level overview insights that set the stage. Include total volumes, success rates, and key trends. 2. Follow the data flow Organize insights logically, moving from general metrics to specific details. For example:

Overall conversation volume → Conversation outcomes → Individual agent performance

3. Highlight anomalies Include insights that help identify unusual patterns or outliers requiring attention. 4. End with actionable items Conclude reports with insights that inform specific decisions or next steps.

Example: Campaign Performance Report structure

1. Campaign Overview Insights
   - Total conversations initiated
   - Overall engagement rate
   - Campaign ROI

2. Engagement Metrics
   - Conversation completion rate
   - Average conversation duration
   - Time-of-day engagement patterns

3. Outcome Analysis
   - Conversion rates by campaign
   - Drop-off points analysis
   - Customer feedback scores

4. Agent Performance
   - Individual agent metrics
   - Response time distribution
   - Quality scores

5. Recommendations
   - Top performing campaigns
   - Optimization opportunities
   - Resource allocation insights

Managing reports

Favorite reports

Mark frequently accessed reports as favorites for quick access:

Navigate to your report
Click the star icon in the report header
Access favorited reports from the Favorite Reports section

Favorite reports appear at the top of your reports list and in your dashboard for convenient monitoring. Reports can be shared with workspace members:

Open the report you want to share
Click the Share button
Select team members or set workspace-wide access
Notify recipients via email (optional)

Shared reports maintain real-time data, ensuring everyone sees current metrics.

Report permissions

Permission Level	Can View	Can Edit	Can Delete	Can Share
Owner	✓	✓	✓	✓
Editor	✓	✓	✗	✓
Viewer	✓	✗	✗	✗

Duplicating reports

Create variations of existing reports:

Open the source report
Click the More options menu (three dots)
Select Duplicate
Modify the duplicate as needed

This is useful for creating similar reports for different time periods, teams, or agents.

Advanced features

Combining insights from multiple sources

Build comprehensive reports by combining insights from different data sources:

Conversation data: Volume, duration, outcomes
Agent performance: Response times, quality scores
Campaign metrics: Engagement, conversion rates
Customer data: Satisfaction scores, retention rates
Revenue data: Conversion value, lifetime value

Custom time ranges

While preset ranges (Last 7 days, Last 30 days) work for most cases, custom ranges enable:

Specific campaign period analysis
Quarter-over-quarter comparisons
Event-driven reporting (product launch, seasonal campaigns)
Historical baseline establishment

To set a custom range:

Click the date selector in your insight configuration
Choose Custom Range
Select start and end dates
Apply to insight

Filtering insights

Apply filters to focus insights on specific segments: Agent filters:

agent_id = "asst_abc123"
agent_name contains "Support"

Campaign filters:

campaign_id = "camp_xyz789"
campaign_status = "active"

Customer filters:

customer_segment = "enterprise"
customer_region = "North America"

Outcome filters:

conversation_outcome = "successful"
call_duration > 300 (seconds)

Best practices

Performance optimization

For faster report loading:

Limit insights per report to 10-15 for optimal performance
Use appropriate time grains (avoid hourly for long date ranges)
Apply filters to reduce data volume
Cache frequently accessed reports by favoriting

Data accuracy

Ensure reliable insights:

Allow 5-10 minutes for real-time data processing
Verify date ranges match your analysis period
Cross-reference totals with raw conversation data
Document any filters applied to insights

Meaningful metrics

Choose metrics that drive action:

Focus on leading indicators, not just lagging metrics
Balance quantitative (numbers) with qualitative (satisfaction) data
Align metrics with business objectives
Review and update metrics quarterly

Common use cases

Executive dashboard

Create a high-level overview for leadership: Insights to include:

Total conversation volume (trend line)
Overall success rate (big number + comparison)
Revenue generated (bar chart by period)
Customer satisfaction score (gauge chart)
Top 5 performing agents (table)

Time grain: Daily or Weekly
Date range: Last 30 days with previous period comparison

Agent performance review

Track individual agent effectiveness: Insights to include:

Conversations handled per agent (bar chart)
Average response time by agent (table)
Conversation outcomes by agent (stacked bar)
Customer feedback scores (line chart)
Peak performance hours (heatmap)

Time grain: Daily
Date range: Last 7 days

Campaign ROI analysis

Measure campaign effectiveness: Insights to include:

Campaign reach and engagement (funnel chart)
Conversion rates by campaign (bar chart)
Cost per conversation (table)
Revenue per campaign (pie chart)
Time-to-conversion (line chart)

Time grain: Daily
Date range: Campaign duration

Troubleshooting

Insight not showing data

Possible causes and solutions:

Insufficient data in selected range
- Solution: Expand date range or check if agent has processed conversations
Filters too restrictive
- Solution: Review and relax filter criteria
Data processing delay
- Solution: Wait 5-10 minutes for real-time data to populate
Metric not applicable to selected agents
- Solution: Verify agents support the metric being tracked

Report performance issues

If reports load slowly:

Reduce number of insights (keep under 15)
Shorten date ranges for detailed time grains
Apply filters to limit data volume
Break large reports into focused sub-reports

Data discrepancies

If numbers don’t match expectations:

Verify time zones match your workspace settings
Check for duplicate insights with different filters
Confirm date ranges align correctly
Review data processing timestamps

Keyboard shortcuts

Speed up your workflow with keyboard shortcuts:

Action	Shortcut
Create new report	`Cmd/Ctrl + N`
Create new insight	`Cmd/Ctrl + I`
Search reports	`Cmd/Ctrl + K`
Toggle favorites	`Cmd/Ctrl + D`
Share report	`Cmd/Ctrl + Shift + S`
Refresh data	`Cmd/Ctrl + R`

API access

Programmatically access report data via the Oration API:

// Fetch report data
const response = await fetch('https://api.oration.ai/v1/reports/{reportId}', {
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  }
});

const reportData = await response.json();

See the API Reference for complete documentation.

Next steps

Create your first report

Start building reports to track your AI performance

Explore templates

Browse pre-built templates for common use cases

API documentation

Learn how to access reports programmatically

Get support

Contact our team for help with advanced reporting

Reports reflect data from conversations processed by your AI agents. Ensure agents are properly configured and active to collect meaningful metrics.

Schedule regular report reviews with your team to identify trends, celebrate wins, and address areas for improvement. Data-driven decisions lead to better AI performance.

Get Started

Agents

Conversations

Brand Voice

Campaigns

Settings

Phone Numbers

Widget SDK

​Overview

Pre-built templates

Custom insights

Real-time data

Team collaboration

​Understanding Reports vs Insights

​Reports

​Insights

​Quick start

​Create your first report

​Create your first insight

​Report templates

​Available templates

​Using templates

​Creating insights

​Insight configuration options

​Visualization types

​Line charts

​Bar charts

​Area charts

​Pie & Donut charts

​Tables

​Time granularity

​Building effective reports

​Report organization best practices

​Example: Campaign Performance Report structure

​Managing reports

​Favorite reports

​Sharing reports

​Report permissions

​Duplicating reports

​Advanced features

​Combining insights from multiple sources

​Custom time ranges

​Filtering insights

​Best practices

​Performance optimization

​Data accuracy

​Meaningful metrics

​Common use cases

​Executive dashboard

​Agent performance review

​Campaign ROI analysis

​Troubleshooting

​Insight not showing data

​Report performance issues

​Data discrepancies

​Keyboard shortcuts

​API access

​Next steps

Create your first report

Explore templates

API documentation

Get support

Overview

Understanding Reports vs Insights

Reports

Insights

Quick start

Create your first report

Create your first insight

Report templates

Available templates

Using templates

Creating insights

Insight configuration options

Visualization types

Line charts

Bar charts

Area charts

Pie & Donut charts

Tables

Time granularity

Building effective reports

Report organization best practices

Example: Campaign Performance Report structure

Managing reports

Favorite reports

Sharing reports

Report permissions

Duplicating reports

Advanced features

Combining insights from multiple sources

Custom time ranges

Filtering insights

Best practices

Performance optimization

Data accuracy

Meaningful metrics

Common use cases

Executive dashboard

Agent performance review

Campaign ROI analysis

Troubleshooting

Insight not showing data

Report performance issues

Data discrepancies

Keyboard shortcuts

API access

Next steps