# How to Create and Save a Segmentation Report 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 1. Log in using your **registered WhatsApp number**. 2. Verify your login using **OTP**. *** #### Step 2: Open Enterprise Analytics
1. Hover on the **left-side navigation bar**. 2. The navigation panel will expand. 3. Click on **Enterprise Analytics**. *** #### 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**. *** ### 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 *** #### 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**: 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** *** #### 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: 1. Click **Save and Update** (top-right corner). 2. 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.