Welcome to our Customer Service Portal


How can I generate my own reports in Bold360 ai?


Bold360 ai allows you to easily create your own custom reports to retrieve data regarding the traffic in Bold360 ai. You can select a wide range of fields to show in the report, grouped them, filter them by a certain criteria and more...

How to generate my own reports in Bold360 ai?

1. Go to Analytics => Reports.

2. The first tab in the report generation is "Fields".

Under this tab, please choose the fields that will appear in the report.

For details on the fields, move your mouse on the specific field.

Please note that you cannot select more than 15 fields for one report.


3. Under the "Grouped by" tab, select the fields that will be grouped by.

For example if URL is chosen, the report will show you information grouped by per the URL.

*Please note that you cannot select more than 2 fields for grouped by.



4. In the "Filter by" tab, you can filter the attributes in the report by a specific value.

For example, if the report is set to retrieve data regarding "Channeled type" in the filter tab, you can select to filter the "Channeled type" to show only a specific type of channel for example "Chat".


5. Under the "Sort by" tab, you can select which fields in the report will be sorted in order.


6. Once all the attributes in the report are set, select the date range for the report and click on the "Run" button to generate the report.

The report will be displayed on the same page, and it can also be downloaded as a CSV, or Excel file.
The download can be provided in full detail or if you want the summary view as presented on the screen
select the "export view to Excel" option.

Please note that the reports data is generated as per UTC time zone.


7. You can save the report for future use. To do this, select "save", define the name of the report and save it.