Overview
Tabbly provides powerful reporting tools to generate insights, track performance, and share data with your team.Generating Call Reports
Report Types
Summary Reports- High-level overview
- Key metrics
- Trends and patterns
- Executive summaries
- Per-call details
- Complete transcripts
- Full recordings
- Comprehensive data
- Define your own metrics
- Custom date ranges
- Specific filters
- Tailored insights
Custom Report Builder
Building Custom Reports
Step 1: Select Metrics- Choose metrics to include
- Select date range
- Apply filters
- Set grouping options
- Arrange metrics
- Choose visualizations
- Set formatting
- Add branding
- Save for reuse
- Share with team
- Schedule automatic generation
- Export options
Available Metrics
- Call volume
- Duration metrics
- Outcome distribution
- Conversion rates
- Performance scores
- Customer satisfaction
- Cost metrics
- Custom fields
Scheduled Reports via Email
Setting Up Scheduled Reports
Schedule Configuration- Daily reports
- Weekly reports
- Monthly reports
- Custom schedules
- Add recipients
- Multiple recipients
- Role-based distribution
- Custom recipient lists
- PDF format
- Excel format
- CSV format
- Custom formats
Exporting Reports (CSV, PDF, Excel)
Export Options
CSV Export- Spreadsheet compatible
- Easy data analysis
- Customizable columns
- Large dataset support
- Formatted reports
- Professional presentation
- Charts and graphs
- Suitable for sharing
- Native Excel format
- Multiple sheets
- Formatted and styled
- Interactive elements
Export Process
- Generate report
- Select export format
- Configure options
- Download file
- Share or analyze
Call Transcript Analysis
Transcript Features
Full Transcripts- Complete conversation text
- Timestamped
- Speaker identification
- Searchable content
- Keyword search
- Sentiment analysis
- Topic extraction
- Insight generation
Transcript Reports
- Search transcripts
- Extract insights
- Identify patterns
- Generate summaries
Sentiment Analysis Reports
Sentiment Tracking
Sentiment Scores- Positive sentiment
- Neutral sentiment
- Negative sentiment
- Overall sentiment trend
- Per-call sentiment
- Aggregate sentiment
- Sentiment by agent
- Sentiment trends
Insights
- Identify issues early
- Improve customer experience
- Track satisfaction
- Optimize conversations
Best Practices
Regular Reporting
Regular Reporting
Generate reports regularly to track trends and identify issues early.
Customize for Audience
Customize for Audience
Tailor reports for different audiences. Executives need summaries, operations need details.
Automate Where Possible
Automate Where Possible
Use scheduled reports to save time and ensure consistency.
Act on Insights
Act on Insights
Use report insights to drive improvements. Reports are only valuable if acted upon.