Create reports

You can create a new report directly from the sidebar. Hover over the section where you want the report to live and click the + button. The creation flow guides you through the following steps:

1. Set access type: choose Private (only you) or Workspace (everyone on the platform. Only admins can do this). Read more here.
2. Choose a starting point: start from an empty report, or pick a template.

When creating a report, you can start from scratch or pick from a wide range of templates, both those provided by Nebuly and those created by admins in your organization.

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Using Nebuly’s report templates

If you don’t want to start from scratch, Nebuly provides a library of system report templates covering the most common AI analytics use cases. Templates include a curated set of charts, metrics, and filters designed to answer specific business questions. Available templates include reports such as:

• Tag templates — Generate reports pre-filtered for a specific tag or business segment.
• Customer Support KPIs — Measure support performance and operational metrics.
• Chatbot Performance KPIs — Monitor key performance metrics such as conversations, users, error rate, bounce rate, and return rate.
• Topics — Understand what users are asking your AI applications.
• Failure Intelligence — Analyze where and why conversations fail.
• Business Risks — Monitor interactions that expose operational or business risks.
• User Satisfaction — Track sentiment, satisfaction, and user experience.
• AI Adoption — Measure usage, engagement, and active users.
• AI Proficiency — Measure how effectively employees interact with AI and identify upskilling opportunities.

Templates are fully customizable after creation. You can add, remove, edit, or rearrange charts, change filters, and build on the provided layout to fit your organization’s needs. To learn more about the built-in reports and the insights they provide, see ANALYSIS.