Reports
A Report is a single chart or table built from your case data. Reports are the core unit of analytics in Avikto — you build them independently and then place them on dashboards, share them with teammates, or schedule them for automated delivery.
Reports are highly configurable. You control the data source, chart type, axes, breakdown dimensions, filters, and visual settings — all from a unified builder interface.
Creating a Report
There are two ways to start a new report:
- New Report — Opens the report builder where you configure everything manually
- Create with AI — Describe what you want in plain language and the AI generates a starting configuration for you
Both paths land in the same builder, so you can always continue customizing after an AI-generated report is created.
The Report Builder
The report builder is split into three panels:
Left Panel — Data Fields
The left panel lists all available data fields, grouped by category:
| Category | Example Fields |
|---|---|
| Project | Project, Project Type |
| Queue | Queue |
| Case | Case, Case Status, Case Priority, Case Type, Assigned To |
| Time | Case Creation Date, Case Due Date |
| SLA | Is Overdue |
Use the Search for fields bar at the top to quickly find any field by name.
At the top of the left panel you can switch between two modes:
- Data fields — Browse and drag fields onto your chart axes
- Create with AI — Prompt the AI directly from within the builder to reconfigure the current report
Center Panel — Chart Configuration
This is where you define the structure of your report.
Chart Type
Choose from a wide variety of chart types to match your data and purpose:
| Chart Type | Best For |
|---|---|
| Stat | A single large-number metric (e.g., total open cases) |
| KPI / Gauge | A metric with a target threshold shown as a dial |
| Bar (Vertical) | Comparing values across categories |
| Bar (Horizontal) | Many categories or long category names |
| Pie / Donut | Part-to-whole proportions |
| Line / Area | Trends over time |
| Leaderboard | Ranked list (e.g., agents by case count) |
| Table | Tabular rows and columns of raw or aggregated data |
| Funnel | Stage-by-stage conversion or drop-off |
Click any chart type icon to switch instantly — the preview on the right updates live.
Axis Configuration
Each chart type exposes different axis slots. Drag a field from the left panel into each slot, or click click here to pick one from a dropdown:
| Slot | Purpose |
|---|---|
| X-axis | The field to group or categorize data by (e.g., Case Status, Assignee, Queue, Date) |
| Y-axis | The metric to measure (e.g., Count of Cases, Sum, Average, Min, Max) |
| Break down by | A secondary dimension to split each X-axis bar or segment into sub-groups (e.g., break down case counts by Priority) |
Not all slots are available for every chart type — for example, a Stat card only needs a Y-axis value.
Filters Tab
Switch to the Filters tab in the center panel to add conditions that narrow the data included in this report:
- Filter by Case, Case Status, Case Type, Project, Queue, Assigned To, SLA, or any custom field
- Combine multiple filters — all conditions must be met (AND logic)
- Filters set here apply only to this report; they are independent of any dashboard-level filters
Reset
Use the Reset button to clear all axis and filter configuration back to a blank state and start over.
Right Panel — Live Preview
The right panel shows a live preview of your report as you make changes.
Refresh Behavior
Enable Refresh as I make changes to have the preview update automatically every time you modify an axis, chart type, or filter. Disable it if you prefer to refresh manually using the refresh button to avoid unnecessary data loads while you configure.
View Tabs
The preview panel has three tabs:
| Tab | What It Shows |
|---|---|
| Chart | The rendered visualization (bar chart, pie, gauge, etc.) |
| Summarized data | An aggregated table of the data behind the chart (grouped and rolled up) |
| Unsummarized data | The raw underlying rows before any aggregation |
Switching between these tabs lets you inspect the raw data powering your chart, which is useful for verifying correctness or investigating unexpected values.
Date Range
Set the time window for your report using the date range selector at the top right of the preview panel. Quick options include:
- Last 7 days
- Last 30 days
- Last 90 days
- Custom range (pick a start and end date)
The date range filters data by the relevant time field (e.g., Case Creation Date).
Undo / Redo
Use the undo and redo buttons to step backward or forward through your configuration changes without losing work.
Report Settings
When saving or editing a report, configure:
- Title — Give your report a descriptive name
- Description — Optional context for teammates
- Visibility — Private (only you) or Organization (all members can see it)
Report Features
Once a report is created, you have access to a full set of actions:
Filters
Apply report-level filters from the Filters panel. These narrow the data shown in the report independently of any dashboard it is placed on.
Date Range
Change the time window directly from the report view — quickly toggle between preset ranges or pick a custom date span.
Sharing
Share a report with specific teammates. Choose Can View (read-only) or Can Edit (full editing rights). Reports can also be set to Organization visibility so all members can access them.
Export
Download the report data in multiple formats:
| Format | Contents |
|---|---|
| Excel | Spreadsheet with the report data |
| CSV | Plain text, comma-separated data |
| Formatted document with the chart and data | |
| PNG | Image snapshot of the chart |
Scheduling
Automate email delivery of a report on a recurring schedule:
- Open the report and click Schedule
- Choose frequency: Daily, Weekly, or Monthly
- Set an End Date for the schedule
- Add one or more recipients by email address
- Save the schedule
Recipients receive the report in their inbox at the configured interval without needing to log in.
Favourites
Star any report to pin it to the Favourites tab on the Analytics page for quick access.
Adding a Report to a Dashboard
After creating a report, you can place it on one or more dashboards:
- From the report's action menu, choose Add to Dashboard and select an existing dashboard
- Or open a dashboard and use Add Reports to browse and pick reports by name
A single report can appear on multiple dashboards simultaneously. Edits to the report are reflected everywhere it is displayed.
See Also
- Dashboards — Combine reports into a shared, interactive view
- Filters — Narrow report data with conditions
- Scheduling Reports — Automate email delivery