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.
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
Step-by-Step: How to Create a New Report in Enterprise Analytics
Step 1: Log in to Your DoubleTick Account
Log in using your registered WhatsApp number.
Verify your login using OTP.
Step 2: Open Enterprise Analytics
Hover on the left-side navigation bar.
The navigation panel will expand.
Click on Enterprise Analytics.
Step 3: Click on “New Report”
On the top-right corner, you’ll see a green button labeled New Report.
Click on New Report.
Enter a report name (for example: Test Report 2).
Click Save Report.
You will now enter the report setup screen.
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:
Click on Custom
Select the required range (for example: last 30 days, last 90 days, etc.)
Apply the custom time range
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
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:
Chats
Tracks performance and metrics at the conversation level
Messages
Analyzes message volume, frequency, and message nature
Team Members
Monitors agent activity, workload distribution, and team efficiency
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
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.
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
Option 2: Creating a Multi-Level Report
A multi-level report allows you to:
Select one metric
Break it down into multiple levels (dimensions)
Select the Type of Report
Again, choose one of the three options:
Chats
Messages
Team Members
👉 For this example, select Messages.
Select a Metric
From the metrics list, select one metric, such as:
Total Messages
Incoming Messages
Outgoing Messages
Irritated Messages
👉 Example: Select Incoming Messages.
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
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
Exporting Multi-Level Reports
Just like multi-metric reports:
Click Export
Download the data in Excel format
Save and Reuse the Report
Once your report is ready:
Click Save and Update (top-right corner).
Your report is now saved.
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 🎉
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.
