How to view project dashboards and reports

If you manage multiple clients or projects, you can view dashboard analytics across some or all of them at once.
This lets you compare performance across accounts without switching projects manually.

Step 1. Go to a specific Dashboard analytic:

• E.g. if you would like to see the Missed calls history, head to Dashboards > Missed Calls .

Step 2. Select your project scope:

• Click the project dropdown at the top of the report.
• Select All Projects to see data across your entire account, or select a specific project to focus on one.

Step 3. Apply a project filter:

• Click Filters.
• Scroll down to find the Projects filter and select it.

Step 4. Select the projects to include:

• Check the specific project or projects you want to include in the dashboard.

Step 5. Apply the filter

• Click Apply Changes to load data for your selected projects.

🎉 The report now shows data for your selected projects.

Detailed Guide: How to customize your dashboard
Detailed Guide: How to filter your reports, views, and dashboard

Updated on: 31/07/2026