Reports

Overview

The DOLU.ai Reports module provides a comprehensive analytics and dashboarding layer that transforms your raw CRM, conversation, campaign, and sales data into actionable insights. Rather than exporting data to spreadsheets and building pivot tables manually, you can use pre-built report templates or create custom reports that pull data from across the entire DOLU.ai platform — contacts, deals, conversations, campaigns, support tickets, forms, Google Ads, Google Reviews, and more.

Reports help you answer critical business questions: Which channels generate the most leads? What is our average deal close time? Which sales rep has the highest conversion rate? How is our customer satisfaction trending? What is the ROI on our Google Ads campaigns? All of this data is available in real-time, shareable dashboards that you can schedule to be delivered to your inbox on a recurring basis.

How to Access

Dashboard → Left Menu → Reports

Quick report access is also available from:

• The Dashboard home page (shows a summary widget with key metrics)
• Individual module pages (e.g., Deals page shows a mini pipeline report)
• The AI Copilot (ask "Show me this month's sales report")

Key Features

Pre-Built Report Templates

• Sales Pipeline Report: Deal count, value, and distribution across pipeline stages
• Revenue Report: Won revenue by period, team member, and source
• Conversation Analytics: Message volume, response times, channel breakdown, agent performance
• Campaign Performance: Open rates, click rates, conversions, and ROI for email/WhatsApp/SMS campaigns
• Support Metrics: Ticket volume, resolution time, SLA compliance, customer satisfaction scores
• Google Ads ROI: Ad spend vs. leads generated vs. deals closed
• Google Reviews Summary: Average rating trend, response rate, sentiment analysis
• Form Analytics: Submission counts, conversion rates per form
• Lead Source Report: Where your leads come from (Google Ads, organic, WhatsApp, Instagram, referral, etc.)
• Team Performance: Activity metrics per team member (messages sent, deals closed, tickets resolved)

Custom Report Builder

• Data source selection: Choose which module's data to report on (Contacts, Deals, Conversations, Tickets, Campaigns, Forms)
• Metric selection: Pick the metrics you want to see (count, sum, average, min, max, conversion rate)
• Dimension grouping: Group data by any field (date, pipeline stage, assigned user, source, tag, custom field)
• Filters: Narrow the data by date range, status, owner, tags, source, or any other field
• Chart types: Bar, line, pie, donut, funnel, table, KPI card
• Combined reports: Add multiple chart widgets to a single dashboard for a comprehensive view

Scheduled Reports

• Email delivery: Schedule reports to be generated and emailed to specific recipients
• Frequency options: Daily, weekly, monthly, or custom intervals
• PDF and CSV attachments: Reports are delivered as PDF (for visual dashboards) or CSV (for raw data)
• Recipient management: Send to internal team members or external stakeholders (e.g., clients in an agency model)

Dashboard Widgets

• Drag-and-drop layout: Arrange report widgets on your dashboard in a grid layout
• Real-time data: Widgets update automatically as new data comes in
• Date range selector: Switch between today, this week, this month, this quarter, this year, or custom range
• Comparison mode: Compare current period against the previous period (e.g., this month vs. last month)

Step-by-Step Usage

Viewing a Pre-Built Report

1. Go to Dashboard → Left Menu → Reports.
2. Browse the Report Templates section.
3. Click on a template (e.g., "Sales Pipeline Report").
4. The report loads with default settings. Use the Date Range selector to adjust the time period.
5. Click on any chart element to drill down into the underlying data.
6. Use the Export button to download as PDF or CSV.

Creating a Custom Report

1. Go to Dashboard → Left Menu → Reports.
2. Click "+ New Report".
3. Enter a Report Name (e.g., "Monthly Sales by Channel").
4. Select the Data Source: Deals.
5. Configure the report:
   • Metric: Sum of Deal Value
   • Group By: Lead Source
   • Filter: Deal Status = Won, Date Range = This Month
   • Chart Type: Bar chart
6. Click Preview to see the report.
7. Adjust settings if needed.
8. Click Save. The report appears in your report library.
9. Optionally, click "Add to Dashboard" to pin it to your home dashboard.

Scheduling Automated Report Delivery

1. Open any saved report (pre-built or custom).
2. Click the "Schedule" button.
3. Configure the schedule:
   • Frequency: Weekly (every Monday at 9:00 AM)
   • Format: PDF
   • Recipients: Enter email addresses (team members or external stakeholders)
   • Subject line: "Weekly Sales Report — DOLU.ai"
4. Click "Activate Schedule".
5. The report will be generated and emailed automatically at the scheduled time.

Building a Custom Dashboard

1. Go to Dashboard → Left Menu → Reports → Dashboards.
2. Click "+ New Dashboard".
3. Name the dashboard (e.g., "CEO Overview").
4. Click "+ Add Widget" and select from your saved reports or create new ones inline.
5. Arrange widgets by dragging them into position on the grid.
6. Add multiple widgets:
   • KPI card: Total Revenue This Month
   • Bar chart: Deals by Stage
   • Line chart: Conversation Volume Trend
   • Pie chart: Leads by Source
   • Table: Top 10 Deals by Value
7. Click Save Dashboard.
8. Share the dashboard URL with team members.

Use Cases

Sales Management

The sales manager reviews the weekly pipeline report every Monday. The dashboard shows total pipeline value, number of deals per stage, win rate, average deal size, and individual rep performance. Deals stuck in the same stage for over 14 days are highlighted, prompting the manager to intervene.

Marketing ROI Analysis

The marketing team compares lead generation across channels: Google Ads, Instagram, WhatsApp, organic web, and referrals. They track cost-per-lead and cost-per-deal for paid channels, and compare conversion rates between organic and paid traffic. Monthly reports are sent to the CEO.

Customer Support Operations

The support lead monitors daily ticket volume, average resolution time, first-response time, and SLA compliance. A dashboard widget shows tickets approaching SLA deadlines. Weekly trend charts reveal if ticket volume is increasing (indicating a product issue) or decreasing (indicating improved self-service).

Multi-Location Business

A franchise owner with 5 locations uses location-based filtering to compare performance across branches. Each location's revenue, customer count, appointment volume, and review rating are displayed side by side. Monthly dashboards are emailed to each location manager with their specific data.

Tips & Best Practices

Start with Pre-Built Templates

Do not build custom reports from scratch until you have explored the pre-built templates. They cover the most common analytics needs and can be customized with filters and date ranges.

Use Comparison Mode

Always view reports with comparison enabled (this month vs. last month, this quarter vs. last quarter). Absolute numbers tell you where you are; comparisons tell you if you are improving.

Schedule Reports for Stakeholders

Instead of logging in to check reports manually, schedule weekly or monthly deliveries to your email. This builds a habit of data-driven decision-making and keeps the entire leadership team aligned.

Combine Multiple Data Sources

The most valuable insights come from cross-module analysis. For example, combine Google Ads spend data with deal revenue data to calculate true ROAS. Or compare form submission rates with conversation conversion rates to identify the best lead capture method.

Troubleshooting

Report showing no data

• Check the Date Range filter — it may be set to a period with no activity.
• Verify the Filters are not too restrictive. Remove filters one by one to identify which one is excluding all data.
• Ensure you have the correct role permissions to access the data being reported on.

Scheduled report email not arriving

• Check your email spam/junk folder.
• Verify the schedule is active in Reports → Scheduled Reports.
• Ensure the recipient email addresses are correct and reachable.
• Contact your admin if email delivery is failing across the board (may indicate an email configuration issue).

Dashboard widgets loading slowly

• Dashboards with many widgets querying large datasets can be slow. Try limiting the date range.
• Use filters to reduce the data volume each widget processes.
• Consider creating separate dashboards for different topics instead of one very large dashboard.

Exported CSV has unexpected format

• CSV exports use comma as the default separator. If your spreadsheet software uses a different separator (e.g., semicolons in some European locales), adjust the import settings in your spreadsheet application.
• Date formats in CSV follow the ISO 8601 standard (YYYY-MM-DD). You may need to reformat dates in your spreadsheet for local display.

FAQ

Q: Can I share a report with someone who does not have a DOLU.ai account? A: Yes. Scheduled report emails can be sent to any email address. The recipient receives the PDF or CSV without needing to log in. For interactive dashboard sharing, the recipient needs a DOLU.ai account.

Q: How far back does report data go? A: Reports can access all historical data in your DOLU.ai account from the day you started using the platform. There is no time limit on historical data access.

Q: Can I combine data from multiple modules in one chart? A: Yes. The custom report builder supports multi-source reports. You can, for example, plot Google Ads spend alongside deal revenue on the same chart.

Q: Are reports real-time? A: Dashboard widgets and on-demand reports reflect data in real-time. Scheduled reports use the data available at the time of generation.

Q: Can I set up alerts based on report metrics? A: Yes. In the Notification Rules settings, you can create threshold-based alerts (e.g., "Notify me when weekly ticket volume exceeds 100") that evaluate report metrics on a schedule.

Q: Is there a limit to the number of custom reports and dashboards? A: Limits depend on your subscription plan. Check Settings → Billing for your plan's report and dashboard quotas.