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Product screenshot showing reporting dashboards, filters, sharing, and report controls. Chart Builder is where you design a single report before saving it to a dashboard.

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Choose the main category

The main category controls what the chart counts or groups.
  • Sentence fields group customer-conversation text into clusters.
  • Picklist fields group by configured values.
  • Numerical fields group by configured ranges.
  • Rubric fields show call grading results.
  • Correspondence count, revenue, and rubric-specific controls may appear only when enabled for your workspace.

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Add a breakdown or filter

  • Use a breakdown category to split the main category by another field.
  • Use filters to limit the chart to selected field values.
  • Numerical filters use configured ranges.
  • Picklist and sentence filters use selected values.
  • Correspondence type filters separate meetings and emails when the correspondence chart is enabled.
Rubric fields and deal/company-level fields have stricter compatibility rules. If a breakdown or filter is unavailable, choose a supported correspondence-level field instead.

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Set time range and chart type

Available time range choices are:
  • No filter
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Custom range
Saved chart types are bar and pie. The preview updates as you adjust the chart configuration.

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Save the report

  1. Confirm the preview shows the expected field and filters.
  2. Select Save Report.
  3. Choose an existing dashboard.
  4. Decide whether to create another report or return to Reporting.
Last modified on June 8, 2026