# Reports

> Depending on the type of data, the number of tabs on the **Reports** page can vary. Users can toggle between message and thread-level reports if the data is in thread form, for example, call transcripts and email chains. If not, the message filter will be the default.

## Messages and Threads filter

Depending on the type of data, the number of tabs on the **Reports** page can vary. Users can toggle between message and thread-level reports if the data is in thread form, for example, call transcripts and email chains. If not, the message filter will be the default.

![The image shows the Messages and Threads toggle in the Reports tab.](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-message-threads-toggle-on-the-filter-bar-387435-6ed87375.webp)

The built-in reporting functionality of the platform includes the following tabs:

* **Dashboard** - allows you to create custom dashboard views using the data from the other tabs. For more details, check [Using dashboards](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/using-reports#using-dashboards).
* **Label Summary** - presents high-level summary statistics for labels. For more details, check [Using Label summary](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/using-reports#using-label-summary).
* **Trends** - presents charts for message volume, label volume, and sentiment over a given time period. For more details, check [Using Trends](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/using-reports#using-trends).
* **Segments** - presents charts of label volumes versus message metadata fields, for example, sender domain. For more details, check [Using Segments](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/using-reports#using-segments).
* **Threads** - presents charts of thread volumes and label volumes within a thread, only accessible when you apply the **Thread** filter. For more details, check [Using Threads](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/using-reports#using-threads).
* **Comparison** - allows you to compare different cohorts of data against each other. For more details, check [Using Comparison](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/using-reports#using-comparison).

At the top of each tab in the **Reports** page, you will notice the number of messages contained in the dataset, net sentiment, if sentiment analysis is enabled, and the date period for the selected data.

## Dashboard

You can think of the **Dashboard** page as a place to create fully customizable reports, or even a homepage for your datasets. On this page, you can add high-level information on the datasets, such as accuracy of the model, various charts, recent messages, the health of your taxonomy, and so on.

To access the dashboard, go to the **Reports** page, on the navigation bar, and select the **Dashboard** tab. You can view the default automatically created dashboard.

Dashboards are specific to the dataset itself. You can create new dashboards, delete, and edit existing ones. In addition, you can rename the titles of the dashboards to suit your use case.

Any Automation Cloud user with the **IXP Analyst** or **IXP Viewer** roles, and any legacy user with the **View Labels** permission, can view these dashboards. However, to create, edit, and delete any dashboard, you need the **IXP Analyst** role as an Automation Cloud user, or the **Modify dashboards** permission as a legacy user.

The dashboard does contain a few default example visuals, as shown in the following image. You can fully [customize](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/filtering-reports#filtering-reports) your dashboards. This means you can customize what is included, removed, and how it is arranged by adding charts to them from the [Reports](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/reports#reports) page. You can also resize cards by dragging the corner.

  ![The image shows the default Dashboard page in the Reports tab.](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-the-image-shows-the-default-dashboard-page-in-the-reports-tab-387401-02da878f.webp)

**Example of a customized Dashboard page**

Each dashboard card has its own filter, determining which information is presented on it. To create a card, create the filtered card on the **Reports** page, and select the **Add** button. You can change the filters of a specific card directly from the dashboard.

You also have access to a global filters feature, which allows you to augment any existing filters across the existing cards on the dashboard, for example, by narrowing down to a specific time range. For more details on updating dashboards, check [Using Dashboards](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/using-reports#using-dashboards).

## Trends

You can view the data in the time series charts by selecting from the time sequence dropdown menu, from the statistics summary in the **Trends** tab:

* Daily
* Weekly
* Monthly
* Yearly

## Chart buttons

Several buttons are displayed when you hover over each chart.

The available buttons change depending on the exact chart type, and some are revealed when you select the existing view to change to a new one:

|  |  |
| --- | --- |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-322865-b19a2fe0.webp) | Add this chart to your dashboard. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-323190-a04aceab.webp) | Option to download an image of the chart, download the raw data for the chart as CSV, or add chart to your dashboard. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-322513-6ab749d7.webp) | Show percentages. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-322097-50b64122.webp) | Show totals. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-322733-1231f445.webp) | Display as column or bar chart. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-324114-3e9a0e18.webp) | Display as line chart. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-323943-2e5ef3dc.webp) | Display as scatter graph. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-322281-289bf960.webp) | Display as doughnut chart. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-322389-d023a5c0.webp) | Sort by prominence. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-322393-4425f90f.webp) | Sort alphabetically. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-322124-a9784193.webp) | Sort reverse alphabetically. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-322133-e9b548ab.webp) | View labels with the biggest changes in rank. |
| ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-323086-2a06d993.webp) | Change the number of labels displayed. |

For more details on how reports work, and how to use them, check [Using analytics and monitoring - Overview](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/using-analytics-and-monitoring).

## Charted labels

To control which labels are shown or hidden in the charts from the **Reports** page, use the **Charted labels** dropdown menu. You can find this menu next to the time sequence dropdown menu.

You can use the plus icon to select any combination of labels you want to appear, and these will show on the charts that distinguish between different labels. Alternatively, use the minus icon to select which labels to exclude.

If you select a number of labels, they will appear in a bar, as a visual indicator of which labels have been selected to appear on the charts.

All of the labels that you select or exclude will appear highlighted at the top of the page, as a visual reminder, and you can easily remove them by selecting the X icon for each label name.

:::note
When the **Reports** page shows **Charted labels** selected, this action does not change the messages that are taken into account, only which labels are shown on the label-specific charts. An easy way to remind yourself of this is to note that the total number of messages shown at the top of the page does not change when you select any labels from the **Charted labels** dropdown.
:::

## Charted property values

In **Segments**, you can also chart specific string property values, similar to charting labels.

You can select a number of property values you wish to display on the chart, and this will override the default displayed values, which are typically the property values that have the highest corresponding message volumes.

In the following image example, the email property of the Sender Domain is shown. You can use the dropdown menu to select a number of values to display, instead of the default ones that are shown.

  ![The image depicts an example of a property chart in Segments, showing the charted value dropdown.](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-the-imahe-depicts-an-example-of-a-property-chart-in-segments-showing-the-charted-value-dropdown-323718-97b0ed7d.webp)

## Hidden property charts

The **Segments** tab loads a number of property-based charts by default, but some of those with a very high number of potential values can default to being hidden. Users can also choose to hide property charts that they do not find useful.

In the following example, the property charts for Inbound, Cc, and To, which are all email-related, are hidden.

To unhide a chart, select the eye icon next to its name, and the platform will load the chart for the property.

To hide a chart, select the corresponding icon, the eye with a strike through it. The chart will then appear in the **Hidden property charts** list.

  ![The image shows hidden properties on charts.](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-the-image-shows-hidden-properties-on-charts-322081-51c75599.webp)

## Filter bar

The filter bar works in the same way as the one in the [Explore](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/explore-topic) page.
:::note
You cannot filter by reviewed status in the **Reports** page.
:::

For more details on filtering, check [Applying filters on Reports](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/filtering-reports#applying-filters-in-reports).

## Label bar

The **Label** bar in **Reports** works in the same way as the one from the [Explore](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/explore-topic) page. For more details, check [Advanced prediction filters](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/filtering-reports#advanced-prediction-filters).

## Comparison

The **Compare** page allows you to compare the distribution of labels across two different user-defined cohorts of messages or threads.

You can apply filters to Group A and Group B to compare the count, proportion, and sentiment of the labels across the groups, and view the differences in these numbers. Depending on the analytics you would like to extract, you can toggle between **Messages** and **Threads**, depending on whether you want to compare individual messages or compare at a thread level, for example, email threads, phone calls, and live chats.