This article walks you through the process of creating a report in Brightmetrics using Zoom data. Once built, your report updates dynamically as you add or remove fields, and you can save or schedule it for email delivery when you're done.
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Click on Reports in the left navigation bar.
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Click the green + icon in the upper right to open the Data Selection dialog.
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Select the data set you'd like to build your report around. In this example, we'll use Phone Calls.
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Click Next.
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Choose either Summary or Detail.
- Summary — Shows totals, counts, averages, and other aggregated data.
- Detail — Shows one row per individual record.
We'll select Summary for this example.
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From the Dimensions tab on the upper left, select the dimension(s) you'd like to include by clicking and dragging them into one of the green Rows or Columns sections in the Layout area.
TipSome dimensions are grouped under expandable headers — for example, Date Group contains options like Day of Month, Weekday, Month, and more. Click the gray header to expand it and see all available options.
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Switch to the Values tab and drag the value(s) you'd like to include into the green Values section.
TipNot sure what a dimension or value means? Hover over it to see a pop-up with a definition.
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Your filters appear at the top center of the screen in blue. By default, a Call Start date range filter is applied. Click Add Filter to add additional filters — any dimension can be used as a filter on a summary report.
In this example, we've updated the Call Start range and added a Department filter set to Sales only.
Once your report is built, you'll see the following:
- A — Layout: Your selected rows, columns, and values.
- B — Filters: Your applied filters.
- C — Report output: The live report data table.
Once you've created your report, be sure to save it so you can return to it later or schedule it for email delivery. See our Saving and Scheduling Reports article for instructions.
Have any questions? Email us at support@brightmetrics.com.