# Report selection and filters

Choose reports, filter their results and inspect the conversations behind your figures.

*Release 3.3 · admin, developer, operator, supervisor*

**Reports** · **Settings › Account › Operators** · **Settings › General Settings › Admin**

## What it is

**Reports** is the workspace for reviewing historical activity in INSIDE. You choose a website and report, set filters, then view its results. Some figures link to more detail or to a conversation's history.

## Who uses it and why

- Operators with the **Reports** role review conversations and their own work using the available filters.
- Supervisors compare demand, handling, sales and feedback.
- People with the **Settings** or **Manager** role manage reporting access. Powerfront manages the website's reporting setup.
- Developers helping with an integration can use reports to check recorded activity and purchases.

## Where to find it

Select **Reports** in the top navigation. Use **Report Menu** to return to the report list, or **Search all reports** to find a report by name.

The **Reports Dashboard** is a separate workspace accessed with the **Reports Dashboard** role.

## How it works

1. Choose the website at the top of **Reports**. The list contains websites you can access that have reporting enabled.
2. Choose a report from **Report Menu** or the report selector. Categories include **General**, **Live Chat**, **Social**, **Text** and **Tickets**. Additional categories depend on the website's enabled services.
3. Set **Date From** and **Date To**. Check the data-availability information beside the report name.
4. Set the filters shown for that report. These can include operators, teams, subsites, channels, visitor devices, tags and conversation attributes.
5. Select **Apply Filters**. Use **Reset Filters** to return the filter controls to their defaults.
6. Read the column descriptions and totals. Where a cell or conversation identifier is linked, open it to inspect supporting detail.

Reports offer different combinations of sorting, paging and expandable results. Changing filters clears the previous results; apply the new selection to load them again.

## Configure it

Ask someone who manages operator accounts through the **Settings** or **Manager** role to check your **Reports** role and website access at **Settings › Account › Operators**.

Powerfront can enable reporting for your website. Ask Powerfront to check reporting setup if the correct website remains absent after your account access has been checked.

### Settings

| Setting | Where | Applies to | Default | Who can change it | What it does |
|---|---|---|---|---|---|
| Enable Reports | Settings › General Settings › Admin | website | Off | Powerfront, on request | Makes the website available in the reporting workspace when reporting has been set up. |

### Permissions

| Permission | Lets you |
|---|---|
| Reports | Open the reporting workspace and use its available reports. |

## Limits and good to know

- Filters vary by report. A filter available in one report may not exist in another.
- Historical results load when requested. Use **Apply Filters** again to request current report data.
- Page-size choices vary. Where **All** appears in the report's row selector, it requests up to 50,000 rows; it does not promise an unlimited result.
- Your role, website access and enabled services affect which reports you see.
- Some installations restrict report use while operators are available. Powerfront can check this restriction.

## Depends on and works with

### This feature uses

- **Configured in** [Roles and permissions](ADM-008.md): The Reports role controls access to the reporting workspace.
- **Configured in** [Website, channel and subsite access](ADM-009.md): Website and subsite access affect the available reporting choices.
- **Works better with** [Conversation detail and abandonment reports](REP-006.md): Detail reports let you inspect the conversations behind linked report figures.
- **Works better with** [Report downloads and email sharing](REP-019.md): Report sharing provides downloads and emailed results.
- **Works better with** [Favourite reports and column selection](REP-020.md): Favourites and column choices help you return to useful views.
- **Related** [Reports data and metric definitions](REP-002.md): Metric definitions explain how to interpret the selected report.
- **Needs licence or module** Admin settings and feature switches (managed by Powerfront): Powerfront must enable reporting before the website can appear in Reports.

### Used by

- **Required by** [Reports data and metric definitions](REP-002.md): Use the reporting workspace to select and inspect historical reports.
- **Required by** [Chat performance and tab visibility reports](REP-003.md): These reports use the reporting workspace and its filters.
- **Required by** [Operator productivity reports](REP-004.md): Select productivity reports and their filters in Reports.
- **Required by** [Team comparison reports](REP-005.md): Report filters and results are available through Reports.
- **Required by** [Conversation detail and abandonment reports](REP-006.md): Select detail reports and filters in the reporting workspace.
- **Required by** [Broadcast acceptance and queue action reports](REP-007.md): These reports use the reporting workspace.
- **Required by** [Sales attribution and conversion reports](REP-008.md): Sales reports use the reporting workspace.
- **Required by** [Product recommendation and purchase reports](REP-009.md): Recommendation reports use the reporting workspace and filters.
- **Required by** [Customer survey and NPS reports](REP-010.md): Survey reporting uses the reporting workspace and filters.
- **Required by** [Ticket reports](REP-011.md): Ticket reports use the reporting workspace.
- **Required by** [Social messaging and SMS reports](REP-012.md): Provides the report menu, website selection and filters.
- **Required by** [Event, link and Virtual Assistant reports](REP-013.md): Provides report selection and filtering.
- **Required by** [Missed opportunity estimates and reports](REP-014.md): Provides the historical reporting workspace and its date, grouping, channel and subsite filters.
- **Required by** [Report downloads and email sharing](REP-019.md): Provides the report results and filters to export.
- **Required by** [Favourite reports and column selection](REP-020.md): Provides the report list and result tables.
- **Required by** [Operator Log](REP-022.md): Provides the reporting workspace, filters and result navigation.
- **Required by** [Autonomous AI performance reports](REP-024.md): The historical table uses the reporting workspace and its filters.
- **Required by** [AI conversation scoring reports](REP-025.md): Scoring tables use the reporting workspace.
- **Required by** [AI assistance, translation and sentiment reports](REP-026.md): These reports use the reporting workspace.
- **Required by** [Voice, video and live show reports](REP-027.md): Historical call and engagement reports use the reporting workspace.
- **Required by** [Business Feed and Academy reports](REP-028.md): The reports use the reporting workspace.
- **Configures** [Purchase details and conversion credit](COM-030.md): Report filters and date basis determine which sales and conversations appear.
- **Related** [Reports Dashboard and business filters](REP-018.md): Standard Reports provides a separate workspace whose filters and metric definitions can differ.
- **Related** [Reporting data availability and warning logs](REP-030.md): Check the selected report and its data availability when investigating missing figures.

## FAQ and troubleshooting

### Why is Reports missing?

Check that your account has the **Reports** role. Powerfront can check whether reporting is enabled for the website.

### Why can I not select the same filters as a colleague?

Confirm that you selected the same website and report. Account access and reporting restrictions can also change the available choices.

### Why did the results disappear after I changed a filter?

Select **Apply Filters** to run the report with your new choices.

### Why can I not open every number?

Only cells with a supported detail link open another view. Other cells are summary values.