How to Create and Save a Report in Enterprise Analytics

Enterprise Analytics in DoubleTick now comes with a new and powerful feature — the ability to create, save, and reuse reports.

Earlier, every time you opened Enterprise Analytics, you had to recreate reports from scratch. There was no way to save a report and simply view updated data later.

👉 That limitation is now solved. You can now create a report once, save it, and reuse it anytime to view fresh, updated data.

This article explains step by step how you can create and save a report for future use.

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What’s New in Enterprise Analytics?

With this new feature, you can:

• Create a custom report once

• Save the report configuration

• Reopen the same report anytime

• Automatically see updated data without rebuilding the report

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Step-by-Step: How to Create a New Report in Enterprise Analytics

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Step 1: Log in to Your DoubleTick Account

1. Log in using your registered WhatsApp number.

2. Verify your login using OTP.

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Step 2: Open Enterprise Analytics

1. Hover on the left-side navigation bar.

2. The navigation panel will expand.

3. Click on Enterprise Analytics.

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Step 3: Click on “New Report”

1. On the top-right corner, you’ll see a green button labeled New Report.

2. Click on New Report.

   

3. Enter a report name (for example: Test Report 2).

4. Click Save Report.

You will now enter the report setup screen.

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Step 4: Choose the Time Range

Below the report name (top-left corner), you’ll see Time Range options.

Available options:

• Today (default)

• Yesterday

• Last 7 Days

• Last 30 Days

• Custom

Using a Custom Time Range

If you have a custom requirement:

1. Click on Custom

2. Select the required range (for example: last 30 days, last 90 days, etc.)

3. Apply the custom time range

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Step 5: Choose How the Report Should Be Presented

Right next to the time range selector, you’ll see a presentation dropdown.

You can choose:

• Per hour

• Per day

• Per month

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Option 1: Creating a Multi-Metric Report

A multi-metric report allows you to track multiple KPIs at once.

Select the Type of Report

You’ll first need to choose the Type of Report. There are three options:

1. Chats Tracks performance and metrics at the conversation level

2. Messages Analyzes message volume, frequency, and message nature

3. Team Members Monitors agent activity, workload distribution, and team efficiency

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Select Metrics

On the right side, under Metrics, click the ➕ (plus) icon.

You’ll see a list of available metrics, such as:

• New Chats

• Active Chats

• Waiting at Day End

• Awaiting Agent Reply

• SLA Breached Chats

• Average Response Time

• First Response

• Average First Response Time

• Irritated Chats

• Chats with 1 / 5 / 10 customer messages

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What You’ll See in the Report

• A day-wise graph for the last 30 days

• Numeric values shown below the graph

• Separate rows for:

  • New Chats

  • Active Chats

  • SLA Breached Chats

This helps you clearly understand daily trends and performance.

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Exporting the Report

Above the numeric data section, you’ll find an Export button.

Click it to:

• Download the report

• Export the data into an Excel file

• View day-wise numbers outside DoubleTick

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Option 2: Creating a Multi-Level Report

A multi-level report allows you to:

• Select one metric

• Break it down into multiple levels (dimensions)

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Select the Type of Report

Again, choose one of the three options:

• Chats

• Messages

• Team Members

👉 For this example, select Messages.

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Select a Metric

From the metrics list, select one metric, such as:

• Total Messages

• Incoming Messages

• Outgoing Messages

• Irritated Messages

👉 Example: Select Incoming Messages.

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Choose Breakdown Levels

Now you can break the metric into different levels:

• WhatsApp Numbers

• Services

• New vs Returning Customers

This will show:

• Graphical representation

• Numeric breakdown for each day

👉 Example insight: On 5th Jan, how many incoming messages came from:

• New customers

• Returning customers

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Drill Down to Message-Level Details

• Click on any number in the report (for a specific date).

• A detailed report opens showing:

  • Timestamp

  • WABA name

  • WABA number

  • Customer number

  • Message content

To open the actual chat:

• Click View

• The conversation window opens directly

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Exporting Multi-Level Reports

Just like multi-metric reports:

• Click Export

• Download the data in Excel format

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Save and Reuse the Report

Once your report is ready:

1. Click Save and Update (top-right corner).

2. Your report is now saved.

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Viewing the Report in the Future

The biggest advantage of this feature 👇

• After 15 days, 30 days, or anytime later

• Open Enterprise Analytics

• Select your saved report

• The latest updated data automatically loads

No need to recreate the report again 🎉

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Final Summary

With the new Saved Reports feature in Enterprise Analytics, you can:

• Create reports once

• Save them for future use

• Instantly access updated analytics

• Export reports anytime

• Analyze performance without repetitive setup

This makes Enterprise Analytics faster, smarter, and future-ready for all DoubleTick customers.