> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tabbly.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting

> Generate, customize, and export comprehensive call reports

## 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

**Detailed Reports**

* Per-call details
* Complete transcripts
* Full recordings
* Comprehensive data

**Custom Reports**

* 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

**Step 2: Configure Layout**

* Arrange metrics
* Choose visualizations
* Set formatting
* Add branding

**Step 3: Save Template**

* 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

**Recipient Management**

* Add recipients
* Multiple recipients
* Role-based distribution
* Custom recipient lists

**Report Format**

* 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

**PDF Export**

* Formatted reports
* Professional presentation
* Charts and graphs
* Suitable for sharing

**Excel Export**

* Native Excel format
* Multiple sheets
* Formatted and styled
* Interactive elements

### Export Process

1. Generate report
2. Select export format
3. Configure options
4. Download file
5. Share or analyze

## Call Transcript Analysis

### Transcript Features

**Full Transcripts**

* Complete conversation text
* Timestamped
* Speaker identification
* Searchable content

**Analysis Tools**

* 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

**Sentiment Analysis**

* Per-call sentiment
* Aggregate sentiment
* Sentiment by agent
* Sentiment trends

### Insights

* Identify issues early
* Improve customer experience
* Track satisfaction
* Optimize conversations

## Best Practices

<AccordionGroup>
  <Accordion title="Regular Reporting">
    Generate reports regularly to track trends and identify issues early.
  </Accordion>

  <Accordion title="Customize for Audience">
    Tailor reports for different audiences. Executives need summaries, operations need details.
  </Accordion>

  <Accordion title="Automate Where Possible">
    Use scheduled reports to save time and ensure consistency.
  </Accordion>

  <Accordion title="Act on Insights">
    Use report insights to drive improvements. Reports are only valuable if acted upon.
  </Accordion>
</AccordionGroup>