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Create a Report

1

Navigate to Reports

Click Reports in the left navigation bar, then click Create new report in the top right of the reports view.
2

Configure scope

Set name, date range, duration, product, and call type (Training vs Live).
Create new report modal showing report name, date range, duration, product, and call type options
Naming best practice: LineOfBusiness – UseCase – DateRange (e.g., “Sales – Weekly Compliance – Q1 2026”).
3

Open report builder

Once scope is set, click Create on the modal to be routed to the report builder view.
To edit an existing report: click the ellipses (⋮) next to the report in the reports table, then click Edit.

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Report Builder

Report builder with Add New Widget, Add Header, Add Text, and Add Insight options
Add sections to your report—metric-based visualizations, AI-generated analysis with configurable prompts, headers, and text. Select a section type, then configure it in the right panel.
Widgets are data visualizations tied to metrics.
Bar chart: call volume by objection type, broken down by rebuttal quality
Configure the following fields in the right panel to generate the data visualization.

Widget configuration: metric and chart type

Widget configuration: breakdown dimensions and filters
1

Metric Selection

Choose from the dropdown list of Reddy’s pre-defined metrics.
Contact your Customer Success Manager to request custom metrics for your organization.
2

Chart Configuration

Select chart type, style, and breakdown (data grouping by call dimensions).
Chart TypeBest For
Bar ChartComparing categories side-by-side
CardHighlighting a single key metric
Donut/Pie ChartDisplaying proportions of a whole
Line ChartShowing trends over time
ListRanked items or top performers
TableDetailed data with multiple columns
Choose up to 2 call dimensions (e.g., tags, agent, product) to segment data. The first dimension defines the main axis; the second creates grouped or stacked segments within each group.Example: The chart and config screenshots above show Objection type (Dimension 1) on the axis and Rebuttal quality (Dimension 2) as segments. This displays call volume by objection, broken down by rebuttal quality.
For bar charts with two dimensions selected, you can display data either grouped (bars side-by-side) or stacked (segments stacked on top of each other).
3

Filter Data

Optional widget-specific filters to narrow data within your report scope.

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Report builder controls

ControlFunction
Publish / UnpublishPublish generates the final report and adds it to the Knowledge Base; Unpublish reverts the report to draft so it’s no longer visible to viewers.
Copy / PasteCopy the entire report layout to reuse in another report, or paste a layout you’ve copied to import its sections.
Preview / EditSwitch between editing your report and viewing a read-only preview of how it will look when published.
Canvas / Node ViewCanvas: Visual grid of report layout. Node View: Diagram showing how insights reference other content blocks for analysis.
Download Excel DataFrom a widget or insight, export raw data
In canvas view, drag and drop content blocks to resize sections and arrange report layout.

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FAQ

Your report is added to Reddy’s Knowledge Base and becomes visible to users who have permission to view it. In the Knowledge Base, the report is listed under your report name with the publish date concatenated (e.g., “Weekly Compliance – Feb 11, 2026”).
The report reverts to draft and is no longer visible to viewers. You can edit it and publish again when ready.
No. Export manually and use Excel or BI tools for distribution.
Add custom metadata via API to create tags for filtering.
Yes. Create and publish two reports first: (1) a training report and (2) a live call report. Once published, they appear in the Knowledge Base. In a third report, configure your insights and add a Document as a prompt input to reference those published reports. Documents link Knowledge Base articles to provide context for your insight.
Yes.
  1. Create a new report and configure its scope (date range, product, call type).
  2. Locate the report you want to re-create in the reports table, then click the ellipses (⋮) and select Edit.
  3. Click Copy in the report builder’s top navigation bar.
  4. Switch to your newly created report and click Paste to bring over the widget and insight configurations, scoped to the new report’s data.
Yes. Changes to widget and insight configurations are saved automatically.
Yes. In canvas view, drag and drop content blocks to resize sections and arrange your report layout.

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Additional Resources

Add Call Metadata

Add custom tags via API.

Prompt Library

Pre-built prompts for insights. Coming soon.

Metrics Glossary

How each metric is calculated.