Engage Voice | Analytical designer overview
Analytical designer is a tool for creating reports based on information collected from your contact center’s operations. It is where you can create or edit reports.
Reports consist of defined sets of measures, attributes, and filters that present your data in visual form. You can create reports that display your data in tables and various types of charts.
Read more about measures and attributes in Measures and attributes.
Reports you create can also be added to dashboards in Historical dashboards. Read about dashboards in Intro to Historical dashboards.
Components of analytical designer
The analytical designer consist of the following parts:
Canvas
When you navigate to the analytical designer, the first thing you’ll notice is the big report canvas that takes up most of the screen. That’s the canvas where you can drag measures and attributes.
Data catalog and data search bar
On the left-hand side is the data catalog. This is where you can find measures and attributes. On top of the data catalog is a search bar where you can search for specific measures or attributes. Below the search bar are three tabs: all data, measures, and attributes.
In the analytical designer, all draggable items in the data catalog — both measure and attributes — are called ‘data.’ Under all data, you can find all data that are either measures or attributes combined. Under the measures tab are measures, and under the attributes tab are attributes.
Title bar
On top of the canvas is the title bar. On the title bar, you will find the report title. To the right of the report title are the undo, redo, and clear buttons, the Save button, and the More icon. Pressing the More icon gives you an option to edit details or to save the report as new.
Report type switcher, data sections, and the configuration box
Below the report title is the report type switcher. Different icons represent various ways you can visualize your reports.
Below these icons are different data sections. These sections are where you drag measures or attributes from the data catalog. Depending on the report type, you may have the following sections: Measures, Rows, Columns, View By, Stack By, Trend By, and Segment By. Each section will have a different purpose for the specific report type you choose. For example, a bar chart will only have Measures, View By, Stack By, and Configuration sections, as these are the only sections needed to generate a bar graph. Bar graphs don’t have rows or columns, so the Rows and Columns sections will not appear.
Below the data sections is the configuration box. By default, the configuration box is minimized. It will expand to show you different configuration options for the report type you’ve chosen when you click on it.
Read more about report types and their different sections and configurations in Historical report types.
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