Overview
The Reports feature on the Kickscale platform provides powerful tools for analyzing data across multiple meetings. By generating aggregated reports, sales teams can uncover recurring discussion topics and gain valuable insights to drive better decision-making.
This guide walks you through creating, managing, and interpreting reports.
How to Access Reports
Navigate to Reports
On the left sidebar, click on the Reports section.
You’ll see an overview of all generated reports.
Search and Filter
Use the search bar at the top to quickly find specific reports.
Filters are available to sort through reports easily.
Creating a New Report
Click on "Create a Report"
In the top-right corner of the Reports page, click the Create a Report button.
Configure Your Report
A dialog box will open with several options:
Filter Meetings: Select which meetings to include by setting filters such as:
Date Range
User
Tags
Language
Meeting Type
(Tip: You don’t select individual meetings manually, but filter them using these criteria.)
Report Name: Enter a descriptive name for your report.
Select Insights: Choose the specific insights you’d like analyzed (e.g., discussion categories).
Generate the Report
After setting up your filters and selections, click Create.
The report will begin generating, and you’ll be redirected to the Reports overview. A loading indicator will show next to your report while it’s being processed.
(Note: The generation time depends on the number of meetings included.)
Viewing Report Details
Once a report is generated, you’ll see a done icon next to it in the overview. To explore the insights:
Open the Report
Click on the report to view its details.
Tabs for Insights
At the top of the report page, you’ll find tabs representing different meeting insights. Click on a tab to view its analysis.
Category Cards
Each tab contains cards summarizing key categories discussed in the selected meetings.
Information on each card includes:
Progress Indicator: Percentage of meetings where the category appeared.
Meeting Counts:
First number: Count of meetings discussing this category.
Second number: Total meetings analyzed in the report.
Expand Categories
Click the expand icon on a card to see a detailed list of meetings contributing to this insight.
Hover over a meeting to preview the specific insight discussed.
Drill Down to Meeting Details
Click on any meeting in the expanded view to go directly to the Meeting Detail View.
Tips and Best Practices
Use Descriptive Names: Give reports meaningful names to make them easy to identify later.
Start with Broad Filters: Begin with broader criteria when unsure about which meetings to include, then refine as needed.
Focus on Key Insights: Avoid selecting too many insights at once to keep the analysis manageable and relevant.
Monitor Load Times: Large data sets might take longer to process—plan accordingly if working with extensive filters.
Troubleshooting
Report Not Generating?
Ensure that your filters match at least one meeting.
Did you wait for atleast 15 minutes? The report can take a bit of time to be generated.
Missing Insights?
Verify that the correct filters and insights were selected during report creation.
Ensure the meetings analyzed have sufficient data for insights to be generated.
With the Reports feature, uncovering actionable insights from your meetings has never been easier. Dive in and start analyzing your data to supercharge your team’s performance!