# Analytics reports

The dashboard reports break your call data down by the channel of your choice. This page covers the Trends report by tracking number, reports by UTM source and medium or by call tag (from a report or from the dashboard), and the Geography report.

> **Tip:** You can download the data from any chart as PNG, JPG, PDF, SVG, or CSV by clicking the arrows in the top-right corner of the chart.

## Trends report

The Trends report lets you monitor call performance over time, broken down by the channel of your choice. These steps use it with a **Tracking Number** breakdown.

1. **Open the Trends report**

   - Go to [Dashboards > Trends](https://app.nimbata.com/dashboard/trends).

2. **Group the chart by tracking number**

   - Click the grouping menu at the top right of the chart. It shows the current grouping.
   - Select **Tracking Number**.

   ![The Channel menu on Analytics > Trends, open with Tracking Number marked.](https://help.nimbata.com/_astro/01-image_hjl5vw.CYxX0Ntn_Jbp6y.webp)

3. **Set the date range**

   - Click the date range picker.
   - Select the time period you want to view.
   - Click **Apply**.

4. **Apply filters (optional)**

   - Click **Filters**.
   - Select the filters you want from the right-side panel, for example **Recording** to limit data to recorded calls.
   - Click **Apply** for each filter.
   - Add as many as you need.

   ![The Filters panel with the Recording filter set to Yes, and Apply.](https://help.nimbata.com/_astro/02-image_3fmzlb.Ctt9ahhu_1h12WF.webp)

5. **Switch between percentages and numbers**

   - In **Column** view, click the **as %** link (shown in blue) to view the data as percentages, and **as #** to go back to absolute numbers.

   ![The 16 Calls by Tracking Number chart with the as % link marked.](https://help.nimbata.com/_astro/03-image_52u7l5.DclF4dST_1LDPI5.webp)

6. **Switch the chart type**

   - The chart opens as columns. Click **Line** at the top left of the chart to switch to a line chart, and **Column** to switch back.

   ![The column chart with the Line button at the bottom-left marked.](https://help.nimbata.com/_astro/04-image_90k6kg.AaB6Ladt_Z1HarCQ.webp)

7. **Show one total instead of groups**

   - In the grouping menu, select **None (Total)** to show a single combined total per time period.
   - Select **Tracking Number** again to split the chart by tracking number.

   ![The chart by tracking number with one line per number, and the Show Total link.](https://help.nimbata.com/_astro/05-image_1ru3oro.CuCvXOh-_ZvXhVB.webp)

   ![The chart as a single Total line, and the Show by Group link.](https://help.nimbata.com/_astro/06-image_n6g0rc.BQAb5K0F_Z2vkFUs.webp)

8. **Change the time grouping**

   - Open the time menu at the top left of the chart and select **Day**, **Week**, or **Month** to control how the data is summarized along the time axis.

9. **Export the underlying data (optional)**

   - Click the **three-dot menu** in the chart's top-right corner and, under **Download**, pick **CSV** or **XLSX** to download the data for your selected period and filters.

🎉 Your Trends report is configured and ready to analyze.

Detailed guide: [Filter charts and reports](https://help.nimbata.com/dashboards/dashboard#filter-charts-and-reports)\
Detailed guide: [Download charts](https://help.nimbata.com/activity/exports#download-charts)

## Reports by UTM source

You can analyze call attribution by UTM source and medium in two ways: in the **Tracking Source report** or on the **Dashboard**.

### From the Tracking Source report

1. **Open the Tracking Source report**

   - Go to [Dashboards > Tracking Source](https://app.nimbata.com/dashboard/tracking-source).

2. **Set the date range**

   - Click the date range picker.
   - Select the period you want to view.
   - Click **Apply**.

3. **Group the report by UTM Source/Medium**

   - Click the grouping menu at the top right of the chart. It shows the current grouping.
   - Select **UTM Source/Medium**.

   ![The Channel menu on Analytics > Source, with UTM Source / Medium marked.](https://help.nimbata.com/_astro/01-image_ufean0.vQjI4ymi_FUYKw.webp)

4. **Apply filters (optional)**

   - Click **Filters** and select any filters you want, for example **Recording**.
   - Click **Apply**.

Your report now shows call data broken down by UTM source and medium.

### From the dashboard

1. **Open the dashboard and add a chart**

   - Go to [Dashboards > My Dashboard](https://app.nimbata.com/dashboard/my-dashboard).
   - Click **+ Add** at the top right, next to **Actions**.
   - Select the **Calls** chart category.

2. **Search for UTM reports**

   - Type **UTM source/medium** in the search bar.
   - Click **Add** next to the report or reports you want.

   ![The What do you want to include? dialog searched for UTM source/medium, with an Add button next to each report.](https://help.nimbata.com/_astro/02-image_6r9iz4.C4qExGDx_Z1ukz6Q.webp)

   - Close the menu.

3. **Set the date range**

   - Click the date range picker.
   - Select your time frame.
   - Click **Apply**.

🎉 Your UTM source and medium reports are ready to analyze.

Detailed guide: [How Nimbata fills UTM values](https://help.nimbata.com/organize/utm-parameters#how-nimbata-fills-utm-values)\
Detailed guide: [Customize the dashboard](https://help.nimbata.com/dashboards/dashboard#customize-the-dashboard)\
Detailed guide: [Filter charts and reports](https://help.nimbata.com/dashboards/dashboard#filter-charts-and-reports)

## Reports by call tag

You can analyze call quality and volume broken down by call tag in two ways: in a **dashboard report** or on the **Dashboard**.

### From a dashboard report

1. **Open a dashboard report**

   Go to any of the following:

   - [Dashboards > Trends](https://app.nimbata.com/dashboard/trends)
   - [Dashboards > Tracking Source](https://app.nimbata.com/dashboard/tracking-source)
   - [Dashboards > Missed Calls](https://app.nimbata.com/dashboard/missed-calls)

2. **Set the date range**

   - Click the date range picker.
   - Select the period you want to view.
   - Click **Apply**.

3. **Group the report by tags**

   - Click the grouping menu at the top right of the chart. It shows the current grouping.
   - Select **Tags**, or **Tags By Category** to group by tag category.

   ![The Channel menu on Analytics > Missed Calls, with Call Tags marked.](https://help.nimbata.com/_astro/01-image_9p20zw.aKqRTZ4p_1J16NI.webp)

Your report now displays data broken down by call tag.

### From the dashboard

1. **Open the dashboard and add a chart**

   - Go to [Dashboards > My Dashboard](https://app.nimbata.com/dashboard/my-dashboard).
   - Click **+ Add** at the top right, next to **Actions**.
   - Select the **Calls** chart category.

2. **Search for tag reports**

   - Type **tag** in the search bar.
   - Click **Add** next to the report or reports you want to include.

   ![The What do you want to include? dialog searched for tag, listing the reports by Calls Tags and by Form Tags with an Add button each.](https://help.nimbata.com/_astro/02-image_10oilqj.BVMYFnl3_Z85R78.webp)

   - Close the menu.

3. **Set the date range and filters**

   - Click the date range picker and select your time frame.
   - Click **Apply**.
   - Optionally, click **Filters** to narrow the data further.

🎉 Your tag-based reports are ready to review.

Detailed guide: [Create tags and tag with AI](https://help.nimbata.com/organize/call-tags#create-tags-and-tag-with-ai)\
Detailed guide: [Customize the dashboard](https://help.nimbata.com/dashboards/dashboard#customize-the-dashboard)\
Detailed guide: [Filter charts and reports](https://help.nimbata.com/dashboards/dashboard#filter-charts-and-reports)

## Geography report

The Geography report shows where your callers are calling from. Use it to identify which countries and territories generate the most calls, and to spot new markets worth targeting.

1. **Open the Geography report**

   - Go to [Dashboards > Geography](https://app.nimbata.com/dashboard/geography).

2. **Apply filters**

   - Click **Filters**.
   - Select the filters you need, for example **Calling Country**.
   - Click **Apply**.

   ![The Geography map with the Filters panel open on a Calling Country filter.](https://help.nimbata.com/_astro/01-image_1a0h6jt.uzz3nbsE_ZCPtan.webp)

3. **Set the date range**

   - Click the **date range button** next to the Filters button.
   - Select the period you want to view data for.
   - Click **Apply**.

4. **Explore by country**

   - Hover over any country on the map to see the total number of calls received from that territory for your selected date range and filters.

   ![The world map with a tooltip on the US reading Calls: 526.](https://help.nimbata.com/_astro/02-image_5kw840.CLsUaZ1w_Z2jygDJ.webp)

5. **Drill into a country**

   - Click a country to zoom in.
   - View a breakdown of calls by region or territory within that country.

   ![The US map with a dot per state and a tooltip on NC reading Calls: 14.](https://help.nimbata.com/_astro/03-image_fnuh8f.Df3Ejs7T_ZNUBHB.webp)

🎉 You can now see exactly where your callers are located and drill down to regional level.

Detailed guide: [Filter charts and reports](https://help.nimbata.com/dashboards/dashboard#filter-charts-and-reports)\
Detailed guide: [Route by caller location](https://help.nimbata.com/call-handling/routing-filters#route-by-caller-location)