Build-Your-Own Reports

Uniconnect Reports

Get started with UniConnect through a unified home designed to bring all your reports into one place. With everything centralized, you no longer need to jump through multiple menus to begin your work.

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How to Create a New Report on Uniconnect

From the Uniconnect left‑side navigation panel, click the Reports icon.

This opens the main Reports page, where all your existing reports are displayed in tile format.

Once you're on the Reports page, follow these steps to create a new report:

1. Click Create (top‑right corner).

2. A Create Item dialog appears. Fill in:
   • Title – Name of your report (required)
   • Description – Brief summary (required)
   • Icon – Choose an icon for easy recognition

3. After filling in the required fields, click Save to create your report.

Your new report will now appear on the Reports page. Click it to open the report work space and begin building visuals.

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Report Configurations

Once your report is created, UniConnect takes you to the Builder interface. Here, you’ll find three tabs Build, Preview, and Edit Details that walk you step by step through assembling visuals, checking how your report looks, and adjusting its settings.

Build Tab

The Build tab is where you design the main layout of your report in Uniconnect. This work space gives you a clear canvas to assemble your visuals and shape the overall structure of your report. On the left, you’ll see your list of available fields (link to meta panel). This panel represents the data points you can drag into your report. On the right, the Widgets panel (link to widget panel) lets you choose from a variety of visual elements such as tables, charts, and graphs. Simply click on a widget and drop it onto the canvas to start building your report.

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Preview Tab

The Preview tab shows you what the final report will look like to your users. It displays the report exactly as it will appear once published clean, interactive, and without the editing tools. This makes it easier to confirm that your visuals, filters, and data are working correctly before you publish them.

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Edit Details Tab

The Edit Details tab is where you manage the basic settings and properties of your report. It gives you a straightforward space to update key information and control how the report appears to others. Access to this tab depends on user permissions (link to permissions).

You can:

• Edit the report title - Change the name shown in the reports list.

• Update the description - Modify the report description

• Choose an icon - Select an icon to help users easily recognize the report.

• Control visibility - Toggle the switch to make the report Published or Hidden. Published reports are available to end users, while hidden reports are only visible to administrators.

• Delete the report - Permanently remove the report and its data (cannot be undone).

[!WARNING] Once you delete a report, it cannot be undone. Make sure you no longer need the report or any of its data before confirming the

Meta Palette

The Meta Data Palette provides a complete list of all available modules that can be used to build reports. Each category can be expanded to view its fields, and fields can be dragged into configuration areas such as Rows, Columns, Values, or Filters to structure and visualize data. A search option is also available to quickly locate fields within the palette.

The palette includes data from the following sections:

1. Calls (Link to calls in Table)
2. Campaigns (Link to Campaigns in Table)
3. CRM Modules (Link to Modules in Table)
4. User Management (Link to User Management in Table)
5. Workflow (Link to Workflows in Table)

[!IMPORTANT] Access to data within the Meta Data Palette depends on user permissions. Only fields permitted under role management will appear. (Link to Role Management)

Field Type Indicators

Each field in the Meta Data Palette is marked with a label to indicate the field type. These indicators help identify how the field behaves inside widgets.

1. D — Dimension

Represents a categorical field, such as names, statuses, types, dates, or labels.

2. M — Measure

Represents a numeric or calculable field, such as counts, totals, durations, or any value that can be aggregated.

3. A — Allied

Represents fields that come from a related module exposed through an existing relationship, allowing access to additional data linked to the current module

The system supports several relationship types that define how data moves between modules. Each relationship determines how fields appear in the report builder and how related attributes can be used in visualizations.

• Linking CRM Modules Together (CRM ↔ CRM)

  one to one - on hold

  one to many

  1. A reference field is created on the “many” side

  2. Dragging the reference field shows only the ID

  3. To show readable information (like Name, Code, Category), fields must be dragged from the related module section in the metadata palette.

  many to one

  1. A reference field is created on the “many” side

  2. Dragging the reference field shows only the ID

  3. To show readable information (like Name, Code, Category), fields must be dragged from the related module section in the metadata palette

  many to many - on hold

• Linking CRM records with Users (CRM ↔ User)

  Every CRM module automatically connects to the User module through system fields such as Created By and Updated By. These fields always link CRM records to the users who created or updated them.

  Additional CRM–User relationships can also be created:

  one to one - on hold

  many to one

  When a Many‑to‑One relationship is created between a CRM module and the User module, an Allied User table appears under the related module section in the metadata palette.

  This allows selecting user details (such as Name, Email) directly in a report.

  many to many - on hold

• Linking CRM records with groups (CRM ↔ User) on hold

Meta Fields Overview

Category	Required Permission	Field	Explanation
CRM Modules	Specific CRM Module's View Permission	CRM Id	Unique identifier of the CRM Record
		Created at	Date and time when the CRM record was created.
		Updated at	Date and time when the CRM record was last updated
		Created By	User who created the record
		Modified By	User who last updated the record
		Count
User Management - Users	Users – View permission	User Id	Unique identifier of the user.
		Users First Name	First name of the user
		Users Last Name	Last name of the user
		Users Email	Email address of the user
		Phone Number	Contact number associated with the user.
		Extension	3CX extension assigned to the user
		Tcx User id
		Image	URL of the user profile image
		Is Active	Indicates whether the user account is active
		Users Enabled 2FA	Shows whether two-factor authentication is enabled.
		Role Id	Id of the role assigned to the user
		Created at	Date and time the user was created.
		Updated at	Date and time the user record was last updated.
		Created by	User who created the record
		Device	Device associated with the user
		Type	User type
		Status	Status of the user.
		Count
User Management - Groups	Groups – view permission	Groups Id	Unique identifier of the group
		Groups Label	Display name of the group.
		Groups Code	System-generated code assigned to the group
		Groups Extension	Extension numbers used for Queues and Ring Groups.
		Groups Type	Defines whether the group is a queue, ring group, or other.
		Groups Is Active	Indicates whether the group is active or inactive.
		Groups SLA
		Groups Count
User Management – User Groups	User view permission and group view permission	User Groups User Id	Unique identifier of the User
		User Groups Group Id	Unique identifier of the group
		User Groups Priority
		User Groups Status
		User Groups Created at
		Updated at
		User Groups Count
User Management - Roles	User view permission	Roles Label	Display name of the role
		Roles Code	System-generated code assigned to the role
		Role Is System Role	Indicates whether the role is a built-in system role
		Roles Created by Id	ID of the user who created the role
User Management – Device	User view permission	Device d	Unique identifier assigned to each device.
		Device Client	The browser or client application used
		Device Type	Type of device being used
		Device OS	Operating system of the device
		Device Version	Version number of the operating system
		Device Count
User Management – Active sessions	Users View Permission	Active session Id	Unique identifier assigned to each active session.
		Active session user Id	ID of the user who is holding the session.
		Active session Connection Type	Method used to connect, such as WEB, EDGE
		Active session Device Id	Device ID associated with the session
		Active session count
User Management – Work Shift	Users View Permission	Work Shifts User Id	ID of the user who belongs to the work shift.
		Work Shifts Start Time	Start time of the work shift
		Work Shifts End Time	End time of the work shift
		Work Shifts Count
Call – Call Segments	Access call logs permission	Call Segments Id	Unique identifier for the call segment record. Each segment represents a single leg or stage within a call.
		Call Segments Call Id	Identifier of the parent call. Multiple call segments can belong to the same call.
		Call Segments Tcx Connection Id	Unique identifier of the connection session generated by the 3CX system for this call segment. Used to track the specific call leg internally.
		Call Segments Start Time	The timestamp when the call segment started.
		Call Segments End time	The timestamp when the call segment ended.
		Call Segments Status	Status of the segment (for example: connected, ringing, completed, failed, abandoned).
		Call Segments Source number	Phone number or extension from which the call segment originated.
		Call Segments Source Type	Type of the source endpoint. Examples include Extension, Queue, IVR, ExternalLine, RingGroup, etc.
		Call Segments Destination Number	Phone number or extension that received the call segment.
		Call Segments Destination Type	Type of the destination endpoint (Extension, Queue, IVR, ExternalLine, RingGroup, etc.).
		Call Segments Creation Method	Method used to create the call segment, such as direct call, transfer, queue routing, IVR routing, or system-generated routing.
		Call Segments Termination Reason	General reason why the call segment ended (e.g., completed, caller hung up, agent hung up, timeout).
		Call Segments Termination Reason Detail	More detailed explanation of the termination reason, often including system-level details about how the segment ended.
		Call Segments Is Inbound	Boolean value indicating whether the segment is inbound (true) or outbound (false).
		Call Segments User Id	Identifier of the user (agent/extension owner) associated with the call segment, if applicable.
		Call Segments Group Id	Identifier of the group (such as queue or department) associated with the call segment.
		Call Segments Is Active	Indicates whether the call segment is currently active (true) or already completed (false).
		Call Segments Count	Number of call segments associated with the call or used for aggregation in reporting queries.
		Call Segments Duration	Total duration of the call segment, usually calculated as End Time − Start Time, typically measured in seconds.
Call – Call Summary	Access call logs permission	Composite Key
		Id
		Agent Id
		Group Id
		Customer Number
		Hotline
		Ivr Id
		Direction
		Start Time
		Lead up Time Duration
		Hold Time Duration
		Wrap Time Duration
		Mute Time Duration
		Talk Time
		Ring Time
		Dial Time
		Queue Wait Time
		Is Answered
		Is Repeated
		Is SLA Breached
		Is Abandoned
		Creation Method
		Termination Reason
		Transcript
		Summary
		Sentiment
		Recording URL
		Count
		Abandoned Call Count
		Queue Answered Call Count
		Talk Duration
		Avg Talk Duration
		Ringing Duration
		Avg Ringing Duration
		Queue waiting duration
		Avg Queue waiting duration
		Total Duration
		Avg Total Duration
		Hold Time
		Avg Hold Time
		Wrap Time
		Avg Wrap Time
		Mute Time
		Avg Mute Time
		Repeated call count
		Answered call count
		Unanswered call count
		Answer Rate
		Unanswered Rate
		Abandoned within 5sec count
		Abandoned within 10sec count
		Abandoned within 15sec count
		Answered within SLA count
		Aht
		Unanswered Aht
		Service Level
Call - Calls	Access Call log permission	Calls Id
		Call History Id
		Call Type
		Call Status
		Lead id
		Start Time
		Transcript
		Summary
		Conference Id
		Calls Count
Call - Ivr	Access Call log permission	Ivr Label
		Ivr Extention
		Ivr Type
		Ivr Created at
		Ivr updated at
		Ivr Count
Call – Summarize Calls	Access Call log permission	Call Id
		Agent Id
		Group Id
		Ivr Id
		Customer Number
		Hotline
		Direction
		Start Time
		Lead Up Time Duration
		Hold Time Duration
		Wrap Time Duration
		Mute Time Duration
		Talk Time Duration
		Ring Time Duration
		Dial Time Duration
		Queue Wait Duration
		Is Answered
		Is Repeated
		Is SLA Breached
		Is Abandoned
		Creation Method
		Termination Reason
		Transcript
		Summary
		Sentiment
		Recording URL
		Total call count
		Abandoned call count
		Queue answered call count
		Repeated call count
		Answered call count
		Unanswered call count
		Answer Rate
		Unanswered rate
		Abandoned within 5sec count
		Abandoned within 10sec count
		Abandoned within 15sec count
		Answered within SLA count
		Service level
		Talk Duration
		Avg Talk Duration
		Ringing Duration
		Avg Ringing Duration
		Queue waiting Duration
		Avg Queue waiting Time
		Hold Time
		Avg hold Time
		Wrap time
		Avg wrap Time
		Mute Time
		Avg Mute Time
Campaign	View Campaign Permission	Campaign Id
		Title
		Schedule Start
		Schedule End
		Channel
		Audience Type
		Campaign Type
		Campaign Run Field
		Sorting Field
		CSV file
		Filter
		Module
		Audience Module Id
		Recurring
		Recurrence
		Retry Attempts
		Retry Interval
		Save as Template
		Handler Type
		Sync Runtime
		Status
		Disposition Module Id
		Disposition Pre Fill values
		Created at
		Created by Id
		Updated by Id
		Is deleted
		Voice setting Id
		WhatsApp setting Id
		Email Setting Id
		SMS Setting Id
		Count
Campaign – Campaign Uploads	View Campaign Permission	Created by Id
		Modified by Id
		Created at
		Updated at
		Mobile Number
		Campaign
		Count
Campaign – Campaign Leads	View Leads Permission	Leads Id
		Picked for dialing at
		Attempt
		Is Deleted
		Campaign Id
		Lead Id
		Module Id
		Created at
		Updated at
		Lead status
		Channel
		Follow up
		Count
		Created by Id
		Modified by Id
Campaign – SMS Campaign Setting	Manage Campaign Permission	Sender Id
		Template Id
		Raw Template
		Count
Auri - Conversations	Manage Conversations Permission	Conversation Name
		Conversation Type
		Conversation Created by id
		Conversation Agent Id
		Conversation Call Id
		Conversation Lead Id
		Conversation Campaign Id
		Conversation Summary
		Conversation Metadata
		Conversation Created at
		Conversation Last Summarized Message Id
		Conversation Updated at
		Conversation Last Summarized at
		Conversations Count
		Total Token Count
		Average Token Count
		Total Summary Token Count
Messages	Manage Conversations Permission	Conversation Id
		User Type
		Message From Id
		Participant Id
		Status
		Failure Reason
		Message Id
		Message
		Message Text
		Message Type
		Created at
		Delivered Time
		Sent Time
		Read Time
		Count
		Total Token Count
		Average Token Count
Workflow – Workflow Executions	Manage Workflow Permission	Workflow Id
		Record Id
		Schedule Id
		Status
		Current Node
		Metadata
		Data
		Result
		Error
		Started at
		Completed at
		Count
		Total Executions
		Completed Executions
		Failed Executions
		Average Duration (seconds)
Workflow – Workflow Logs	Manage Workflow Permission	Execution Id
		Node Id
		Node Type
		Status
		Message
		Data
		Timestamp
		Count

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Widgets Panel

The Widgets panel provides all available visualization options for building reports. From here, different widget types such as charts, tables, pivots, and metrics can be added to the report canvas. Each widget supports a specific analysis need, allowing data to be viewed, compared, and explored in multiple ways.

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Design Report with Widgets

Use widgets to bring your report to life, add charts, tables and filters to turn raw data into clear, interactive insights.

How to Add a Widget to the Report Builder

Adding a widget to your report is simple. Follow these steps:

1. In the Build tab, you can view the Widgets panel on the right side of the screen.

2. Click on a widget (link to Choose The Best Widget For the Report).

3. The widget appears instantly on the canvas.

5. The configuration panel will open automatically, allowing you to customize the widget.(link to widget configuration)

6. Widget action icons : Each widget added to the canvas includes a set of quick‑action icons that help manage and inspect the widget.

   • Refresh Widget - Updates the widget with the latest data based on the current filters and configurations.

   • View Query - Displays the underlying query generated for the widget

   • Delete Widget - Removes the widget from the report canvas.

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Choose The Best Widget For the Report

Picking the right widget makes your data easier to read, understand, and act on. Before choosing a visual, think about the message you want to highlight. Different visuals are better suited for different types of insights.

Category	When to Use	Chart Type
Categorical comparisons*(link to categorical comparisons)*	Show how values differ across categories or segments.	Bar, Column
Time based comparisons*(link to time based comparison)*	Show changes, patterns over time.	Line, Area
Part to Whole relationships*(link to part to whole relationships)*	Show how components contribute to a total.	Pie Donut Sunburst
Detailed Data and Exact Values*(link to detailed data and exact values)*	Show exact numbers, Detailed records	Table, Pivot, Stat Box
Pattern and Density Insights*(link to pattern and density insights)*	Show intensity, frequency, or patterns across two dimensions using color.	Heatmap

[!NOTE] Your audience matters. Select widgets that fit their level of detail and how they consume information.

Categorical Comparisons

What is Column Chart

A column chart uses vertical bars to compare values across categories. This chart type is helpful for highlighting differences between groups and understanding which categories perform higher or lower relative to each other . How to create a Column Chart

1. Select the Column Chart widget from the Widgets panel to add a blank chart to the report builder. Once selected, the Widget Configuration Panel for the Column Chart will open automatically, allowing configuration of the chart.

2. Add a title using the Title field in the configuration panel.

3. Resize the chart widget on the builder to fit the required layout (link to widget layout)

4. From the Meta Panel*(link to Meta panel)*, identify the appropriate dimension and value fields needed for the chart.

5. Drag the identified fields into the Widget Configuration Panel (link to widget configuration) by placing:

   - Categories (X‑Axis) : Drag a dimension to represent the categories displayed as vertical columns

   - Values (Y‑Axis) : Drag a measure to determine the count shown as the column height.

6. Save the report using the Save button and switch to Preview Mode for a clearer and more interactive view of the created chart.

Better Understand With a User Scenario

The goal is to understand how many tickets fall under High, Medium, and Low priority, making it easier to identify which priority category receives the highest workload. By selecting Ticket Priority as the dimension and Ticket Count as the value, the chart groups the data and visually compares the volume across each priority level.

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What is Bar Chart

A bar chart uses horizontal bars to compare values across categories. This chart type is ideal when category names are long or when many categories must be displayed clearly. Bar charts help visualize category‑based differences in a way that is easy to scan from left to right.

How to create a Bar Chart

1. Select the Bar Chart widget from the Widgets panel to add a blank chart to the report builder. Once selected, the (link to Widget Configuration) Panel for the Bar Chart will open automatically, allowing configuration of the chart.

2. Add a title using the Title field in the configuration panel.

3. Resize the chart widget on the builder to fit the required layout (link to widget layout)

4. From the Meta Panel*(link to Meta panel)*, identify the appropriate dimension and value fields needed for the chart.

5. Drag the identified fields into the Widget Configuration Panel (link to widget configuration) by placing:

   - Categories (Y‑Axis) : Drag a dimension to represent the categories displayed as horizontal bars.

   - Values (X‑Axis) : Drag a measure to determine the count shown as the bar length.

6. Save the report using the Save button and switch to Preview Mode for a clearer and more interactive view of the created chart.

Better Understand With a User Scenario

The goal is to understand how many tickets fall under High, Medium, and Low priority, making it easier to identify which priority category receives the highest workload. By selecting Ticket Priority as the dimension and Ticket Count as the value, the bar chart displays horizontal bars representing the number of tickets in each priority category, making it simple to compare them side by side.

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Time Based Comparisons

What is Line Chart

A line chart displays values over time using points connected by lines. It is ideal for showing trends, identifying increases or decreases, and comparing changes across different time periods. This chart type is commonly used to understand patterns such as daily ticket creation, weekly performance, or monthly resolution rates.

How to create a Line Chart

1. Select the Line chart widget from the Widgets panel to add a blank chart to the report builder. Once selected, the (link to Widget Configuration) Panel for the Line Chart will open automatically, allowing configuration of the chart.

2. Add a title to the chart using the Title field in the configuration panel to clearly name the visualization.

3. Resize the chart widget on the builder to fit the required layout (link to widget layout)

4. From the Meta Panel*(link to Meta panel)*, identify the appropriate dimension and value fields needed for the chart.

5. Drag the identified fields into the Widget Configuration Panel (link to widget configuration) by placing:

   - Categories (X‑Axis) : Drag a time‑based dimension to represent the timeline on the chart.

   - Values (X‑Axis) : Drag a measure to determine the count displayed as plotted data points along the line.

6. Save the report using the Save button and switch to Preview Mode for a clearer and more interactive view of the created chart.

Better Understand With a User Scenario

The goal is to see how many tickets are closed each day, making it easier to identify which days handled the highest resolution workload. By selecting Resolved Date as the time‑based dimension and Ticket Count as the value, the line chart displays the number of closed tickets for each day, helping compare daily resolution activity side by side.

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What is Area Chart

An area chart displays values over time using a filled‑in area beneath the line. This chart type is useful for showing how totals change over a selected time period and for giving a clearer sense of volume compared to a simple line chart.

How to create a Area Chart

1. Select the Area chart widget from the Widgets panel to add a blank chart to the report builder. Once selected, the (link to Widget Configuration) Panel for the area Chart will open automatically, allowing configuration of the chart.

2. Add a title to the chart using the Title field in the configuration panel to clearly name the visualization.

3. Resize the chart widget on the builder to fit the required layout (link to widget layout)

4. From the Meta Panel*(link to Meta panel)*, identify the appropriate dimension and value fields needed for the chart.

5. Drag the identified fields into the Widget Configuration Panel (link to widget configuration) by placing:

   - Categories (X‑Axis) : Drag a time‑based dimension to represent the area on the chart.

   - Values (X‑Axis) : Drag a measure to determine the count shown in the filled area.

6. Save the report using the Save button and switch to Preview Mode for a clearer and more interactive view of the created chart.

Better Understand With a User Scenario

The goal is to see how many tickets are closed, making it easier to understand how daily resolution activity rises or falls. By selecting Resolved Date as the time dimension and Ticket Count as the value, the area chart highlights the total number of closed tickets for each day.

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Part to Whole Relationships

What is Pie Chart

A pie chart displays how different categories contribute to a total. Each slice represents a category’s share, making it useful for understanding proportional distribution within a data set.

How to create a Pie Chart

1. Select the Pie chart widget from the Widgets panel to add a blank chart to the report builder. Once selected, the (link to Widget Configuration) Panel for the pie Chart will open automatically, allowing configuration of the chart.

2. Add a title to the chart using the Title field in the configuration panel to clearly name the visualization.

3. Resize the chart widget on the builder to fit the required layout (link to widget resize)

4. From the Meta Panel*(link to Meta panel)*, identify the appropriate dimension and value fields needed for the chart.

5. Drag the identified fields into the Widget Configuration Panel (link to widget configuration) by placing:

   - Slices (Dimension) : Drag a dimension to define each slice in the pie.

   - Values (Measure) : Drag a measure to determine the count shown as slice size

6. Save the report using the Save button and switch to Preview Mode for a clearer and more interactive view of the created chart.

Better Understand With a User Scenario

The goal is to understand how many tickets fall under each priority level, making it easier to see which priority contributes the most to the overall workload. By selecting Ticket Priority as the dimension and Ticket Count as the value, the pie chart displays the proportion of tickets in High, Medium, and Low priority groups.

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What is Donut Chart

A donut chart displays how different categories contribute to a total, similar to a pie chart, but with a hollow center. This chart type provides a clear visual breakdown of proportions while leaving space in the center.

How to create a Donut Chart

1. Select the Donut chart widget from the Widgets panel to add a blank chart to the report builder. Once selected, the (link to Widget Configuration) Panel for the Donut Chart will open automatically, allowing configuration of the chart.

2. Add a title to the chart using the Title field in the configuration panel to clearly name the visualization.

3. Resize the chart widget on the builder to fit the required layout (link to widget layout)

4. From the Meta Panel*(link to Meta panel)*, identify the appropriate dimension and value fields needed for the chart.

5. Drag the identified fields into the Widget Configuration Panel (link to widget configuration) by placing:

   - Slices (Dimension) : Drag a dimension to define each slice in the donut.

   - Values (Measure) : Drag a measure to determine the count shown as slice size

6. Save the report using the Save button and switch to Preview Mode for a clearer and more interactive view of the created chart.

Better Understand With a User Scenario

The goal is to understand how many tickets belong to each priority level so that the proportion of workload across High, Medium, and Low priorities is easy to interpret. By selecting Ticket Priority as the dimension and Ticket Count as the value, the donut chart displays each priority category as a slice, showing how much each contributes to the total number of tickets.

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What is Sunburst Chart

A sunburst chart visualizes hierarchical data using layered circular segments. Each inner level represents a higher‑level category, while outer rings show how each category breaks down into its sub‑categories. This chart type is ideal for understanding how different levels contribute to the overall structure.

How to create a Sunburst Chart

1. Select the Sunburst chart widget from the Widgets panel to add a blank chart to the report builder. Once selected, the (link to Widget Configuration) Panel for the Sunburst Chart will open automatically, allowing configuration of the chart.

2. Add a title to the chart using the Title field in the configuration panel to clearly name the visualization.

3. Resize the chart widget on the builder to fit the required layout (link to widget layout)

4. From the Meta Panel*(link to Meta panel)*, identify the appropriate dimension and value fields needed for the chart.

5. Drag the identified fields into the Widget Configuration Panel (link to widget configuration) by placing:

   - Hierarchy (Dimension) : Drag one or more dimensions to create hierarchy layers

   - Values (Measure) : Drag measure to determine the count represented in each segment.

6. Save the report using the Save button and switch to Preview Mode for a clearer and more interactive view of the created chart.

Better Understand With a User Scenario

The goal is to understand how tickets are grouped first by status and then by their priority, making it easier to see which combinations contribute the most to the overall ticket count. By selecting Status and Priority as hierarchical dimensions and Ticket Count as the value, the sunburst chart shows the inner ring as status categories and the outer ring as priority breakdowns.

Detailed Data and Exact Values

What is Table Widget

A table displays detailed records in a row‑and‑column format. It is useful for viewing exact information, reviewing individual entries, and working with complete data without visual summarization.

How to create a Table

1. Select the Table widget from the Widgets panel to add a blank table to the report builder. Once selected, the Widget Configuration Panel for the Table will open automatically.

2. Add a title using the Title field in the configuration panel.

3. Resize the table widget on the builder to fit the required layout (link to widget layout).

4. From the Meta Panel (link to Meta panel), identify the fields you want to display.

5. Add the identified fields into the Widget Configuration Panel (link to widget configuration) under:

   - Columns : Drag fields to display them as table columns.

6. Save the report using the Save button and switch to Preview Mode for a cleaner view.

[!NOTE] Pagination: The number of records shown per page can be changed using the pagination selector. If the total records exceed the selected amount, the table automatically generates more pages. Navigating forward loads the next page, and extra pages continue to appear as long as there are more records to display.

Column Arrangement: Columns can be reordered by dragging fields up or down inside the Columns section to change how they appear in the table.

Download Current Records: Download the currently visible records in the table using the download button located at the top-right corner of the table. This option is available in both Build Mode and Preview Mode.

Better Understand With a User Scenario

The goal is to view detailed ticket information such as created date, subject, description, priority. By adding these fields to the Columns section, the table shows each ticket as a full record for easy review.

What is Pivot Table Widget

A pivot table summarizes data by grouping values across rows and columns. It is useful for comparing totals, identifying patterns, and analyzing combinations of data categories in a matrix format.

How to create a Pivot Table

1. Select the Pivot Table widget from the Widgets panel to add a blank table to the report builder. Once selected, the Widget Configuration Panel for the Table will open automatically.

2. Add a title using the Title field in the configuration panel.

3. Resize the table widget on the builder to fit the required layout (link to widget layout).

4. From the Meta Panel (link to Meta panel), identify the fields you want to group and summarize.

5. Add the identified fields into the Widget Configuration Panel (link to widget configuration) under:

   - Rows : Drag one or more dimensions to group data vertically with each field creates an additional level of grouping in the rows.

   - Columns : Drag one or more dimension to group data horizontally with each field creates another grouping level in the columns.

   - Values : Drag a measure to determine the count used for summarizing.

6. Save the report using the Save button and switch to Preview Mode for a cleaner view.

[!NOTE] Pagination: The number of records shown per page can be changed using the pagination selector. If the total records exceed the selected amount, the table automatically generates more pages. Navigating forward loads the next page, and extra pages continue to appear as long as there are more records to display.

Column & Row Arrangement: Columns and rows can be reordered by dragging fields up or down inside the Column and row section to change how they appear in the table.

Download Current Records: Download the currently visible records in the table using the download button located at the top-right corner of the table. This option is available in both Build Mode and Preview Mode.

Better Understand With a User Scenario

The goal is to compare ticket counts across different combinations of priority and status. By placing Priority in Rows, Status in Columns, and Ticket Count in Values, the pivot table displays how many tickets fall under each priority–status combination. This makes it easy to identify which priority levels have the most open, in‑progress, or closed tickets.

What is Stat Box

A stat box displays a single summarized value, such as a total count. It is used to highlight important metrics that need quick visibility without showing detailed records or charts.

How to create a Stat Box

1. Select the Stat Box widget from the Widgets panel to add a blank table to the report builder. Once selected, the Widget Configuration Panel for the Table will open automatically.

2. Add a title using the Title field in the configuration panel.

3. Resize the table widget on the builder to fit the required layout (link to widget layout).

4. From the Meta Panel (link to Meta panel), identify the fields you want to group and summarize.

5. Add the identified fields into the Widget Configuration Panel (link to widget configuration) under:

   - Values : Drag a measure to determine the count displayed in the stat box.

6. Save the report using the Save button and switch to Preview Mode for a cleaner view.

Better Understand With a User Scenario

The goal is to display the total number of tickets for quick reference. By selecting Ticket Count as the value, the stat box shows the complete number of tickets available in the data set, giving an instant overview of the overall ticket volume.

Pattern and Density Insights

What is Heatmap

A heatmap displays values across two dimensions using color intensity. It helps identify patterns, high‑activity areas, and low‑activity areas by visually highlighting where counts are higher or lower.

How to create a Heatmap

1. Select the Heatmap widget from the Widgets panel to add a blank table to the report builder. Once selected, the Widget Configuration Panel for the Table will open automatically.

2. Add a title using the Title field in the configuration panel.

3. Resize the table widget on the builder to fit the required layout (link to widget layout).

4. From the Meta Panel (link to Meta panel), identify the fields you want to group and summarize.

5. Add the identified fields into the Widget Configuration Panel (link to widget configuration) under:

   - X Axis : Drag a dimension to represent horizontal categories

   - Y Axis : Drag a dimension to represent vertical categories

   - Values : Drag a measure to determine the count used for color intensity

6. Save the report using the Save button and switch to Preview Mode for a cleaner view.

Better Understand With a User Scenario

The goal is to display the total number of tickets for quick reference. By selecting Ticket Count as the value, the stat box shows the complete number of tickets available in the data set, giving an instant overview of the overall ticket volume.

Widget Configurations

The Widget Configuration section allows customizing each widget based on the data that needs to be displayed. To configure any widget, drag and drop the required fields into the correct configuration areas. Each widget type supports different configuration options, helping shape the visualization exactly as needed.

Widget Type	Configurations
Table Widget	Columns: Drag fields to display as table columns.
Pivot Table Widget	Rows: Drag dimensions to display them as row groups. Columns: Drag dimensions to display column groups. Values: Drag measure to determine the count.
Pie Chart Donut Chart	Slices: Drag a dimension to define each slice of the pie. Values: Drag measure to determine the count.
Bar Chart	Categories - X Axis: Drag a dimension to define each bar. Values - Y Axis: Drag measure to determine the count.
Column Chart Line Chart Area Chart	Categories - X Axis: Drag a dimension to define each vertical column. Values - Y Axis: Drag measure to determine the count.
Stat Box	Values: Drag measure to determine the count.
Heatmap	X Axis: Drag a dimension to define horizontal categories. Y Axis: Drag a dimension to define vertical categories. Value: Drag measure to determine the count.
Sunburst Chart	Hierarchy: Drag dimensions to create multi‑level rings representing hierarchical data. Values: Drag measure to determine the count.
Common Configurations	Time Configuration: Drag a time field to convert it into Year, Quarter, Month, Week, Day, Hour, or Minute (link to Time config). Sorting: Drag a field to sort the visualization based on value or category*(link to sorting). Row Limit: Control how many category values are shown in the widget.(link to row limit)* Filters: Drag a field to filter the data before generating the visualization.(link to filters)

Time Configuration

Purpose

Convert a Date‑Time field into a chosen time level (Year, Quarter, Month, Week, Day, Hour, Minute) so that data can be grouped and visualized by that level.

How Time Configuration Appears in Different Widgets

Table / Pivot

• A dedicated Time Configuration box is available in the configuration panel.

• Drag a Date‑Time field in to time configuration box, then choose the required level from the drop down.

[!IMPORTANT] Adding a Date‑Time field to the Time Configuration box only controls how the date is grouped; it does not display the field in the output. To show the date in the widget, add the same field to the display area

Charts

• Charts do not have a separate Time Configuration box.

• When a Date‑Time field is added directly into the chart (for example, as an axis, slice, or hierarchy field), a time‑level drop down automatically appears at the top of the widget.

• From this drop down, you can change how the date is grouped depending on what the chart type supports.

Sorting

Drag a field into the sorting area and select whether the data should be ordered in ascending or descending order.

Row Limit

The Row Limit controls how many category values are shown in a chart. It applies to all chart types except Table and Pivot Table, since those views are meant to display full data sets.

When a chart contains a large number of categories it can become cluttered and difficult to read. The Row Limit helps keep charts clear by showing only the selected number of items.

[!IMPORTANT] The maximum row limit is 20, but you can still view any specific data by using Filters (link to filters)

Better Understand With a User Scenario

Imagine you are analyzing a chart that shows the number of tickets created by different teams. Your system has 30 teams, each represented as a category in the chart. If all 30 are displayed at once, the chart becomes cluttered, labels overlap, and it’s difficult to understand the information at a glance.

To keep the chart clean, you set the Row Limit to 20, which reduces the number of displayed categories and makes the visualization easier to read.

Filters

Filters allows to narrow down data by including only the values you want to see.

To add a filter, drag a field or cube into the Filters area and configure the criteria.

There are two types of filters to use:

• Widget Filter – applies only to the selected widget

• Global Filter – applies across the entire report

Learn more on filters: (link to filters)

Tool Tip Configuration

Defines the label shown inside the chart tool tip when hovering over any widget. This helps to understand what value is being displayed for each segment. You can edit and customize this tool tip label directly from the configuration panel.

Widget Layout

Allows to move and resize widgets within the builder to customize the report layout according to the needs.

To Move a Widget:

1. Hover over the widget header.

2. When hovering over the widget header, the cursor changes to a move icon.

3. Drag the widget to the desired position.

4. Release to place it.

To Resize a Widget:

1. Hover over the bottom‑right corner of the widget until the resize handle appears

2. Click and drag the resize handle.

3. Adjust the size as needed.

4. Release to apply the new size.

Filters

Filters in Uniconnect reports help refine and control the data displayed within reports. Applying filters allows reports to present focused and relevant data sets based on selected criteria.

Uniconnect reports support two types of filters:

• Widget Filters

• Global Filters

[!NOTE] Multiple filters can be applied simultaneously to further narrow down results. This behavior applies to both widget filters and global filters.

Widget Filters

A widget filter is used to control and refine the data displayed within a specific report widget. Widget filters are configured at the widget level and affect only the selected widget, without impacting other widgets within the same report.

Widget filter Configuration

1. Widget filters are configured directly from the Build tab. When a widget is selected, the widget configuration panel opens automatically.

2. Drag the required field into the Filter box and configure the filter conditions.

3. To remove an applied filter, click Remove next to the filter field. After removing the filter, the widget data is reset and displays results without the applied filter conditions.

Global Filters

Global filters are used to apply filtering conditions across an entire report. Once applied, global filters affect all report widgets that support the selected filter criteria, ensuring consistent data filtering throughout the report.

Where Global Filters Can be Configured and Applied

Configuration

• Global filters are configured only in the Build tab.

• Configuration is performed from the Filters tab within the Build panel.

• Drag the required fields into the global filter area and click Apply to apply the configured global filters and update data across all supported widgets.

• Clear Applied : Clear all applied global filter values while keeping the configured global filters

• Remove : Delete the configured global filter; after removal, report data is reset and displayed without the removed filter.

Application

Configured global filters can be applied from the following modes:

• Build Mode
• Preview Mode
• Published Mode

Filter Types

[!NOTE] Available filter types depend on the selected field and its underlying data type.

Filter Category	Filter Type	Explanation
Text Filter	Is set	Filters records where the selected field contains any value.
	Is not set	Filters records where the selected field is empty
	Equals	Filters records where the field value exactly matches the specified text.
	Not Equals	Filters records where the field value does not exactly match the specified text.
	Contains	Filters records where the field value includes the specified text.
	Not Contains	Filters records where the field value does not include the specified text.
	Starts With	Filters records where the field value begins with the specified text.
	Not Starts With	Filters records where the field value does not begin with the specified text.
	Ends With	Filters records where the field value ends with the specified text.
	Not Ends With	Filters records where the field value does not end with the specified text.
Numeric Filter	Is set	Filters records where the selected numeric field contains any value.
	Is not set	Filters records where the selected numeric field is empty or not populated.
	Equals	Filters records where the numeric field value exactly matches the specified number.
	Not Equals	Filters records where the numeric field value does not match the specified number.
	Greater Than	Filters records where the numeric field value is greater than the specified number.
	Less Than	Filters records where the numeric field value is less than the specified number.
	Greater Than Equal	Filters records where the numeric field value is greater than or equal to the specified number.
	Less Than Equal	Filters records where the numeric field value is less than or equal to the specified number.
	Between	Filters records where the numeric field value falls within the specified range.
Enum Filter	Is set	Filters records where the selected Enum field contains any value.
	Is not set	Filters records where the selected Enum field is empty or not populated.
	Equals	Filters records where the Enum field value matches one or more selected values.
	Not Equals	Filters records where the Enum field value does not match one or more selected values.
Date Filter	Today	Filters records with dates matching the current date.
	Yesterday	Filters records with dates matching the previous date.
	This Week	Filters records with dates within the current calendar week.
	This Month	Filters records with dates within the current calendar month.
	This Year	Filters records with dates within the current calendar year.
	Last Week	Filters records with dates within the previous calendar week.(Mon - Sun)
	Last Month	Filters records with dates within the previous calendar month.
	Last Year	Filters records with dates within the previous calendar year.
	Last 7 Days	Filters records with dates from the last 7 days, including the current date.
	Last 30 Days	Filters records with dates from the last 30 days, including the current date.
	Last 12 Months	Filters records with dates from the last 12 months, including the current date.
	Custom	Filters records based on a user-defined start and end date and time.

User Scenarios for Filter Types

Text Filter (Contains)

The goal is to focus on tickets related to a specific issue type by filtering ticket subjects that include a particular keyword. By applying a Text Filter with the “Contains” condition on the Ticket Subject field and entering the keyword “compliance”, the report displays only tickets whose subject includes that term. This makes it easy to quickly identify and analyze all compliance‑related tickets.

Numeric Filter (Greater Than)

The goal is to identify priority–status combinations with a high volume of tickets that may require immediate attention. By placing Priority in Rows, Status in Columns, and Ticket Count in Values, the pivot table displays the number of tickets for each priority and status combination. Applying a Numeric Filter with the “Greater Than” condition on Ticket Count and setting the value to 50 ensures that only combinations with more than 50 tickets are displayed.

Report Publish and Export

Enum Filter (Equals)

The goal is to analyze the distribution of tickets by priority. By configuring a Pie Chart with Ticket Count as the measure and Priority as the category, the chart visualizes how tickets are distributed across different priority levels. Applying an Enum Filter with the “Equals” condition on the Priority field and selecting multiple values such as High and Medium ensures that the chart displays only tickets with those selected priorities.

Date Filter (Custom)

The goal is to analyze ticket activity within a specific time period based on recent updates. By configuring a chart with Ticket Count as Y axis and Updated At as the X axis, the report displays ticket trends over time. Applying a Date Filter with the “Custom” condition on the Updated At field and setting the date range from 03/10 to 03/20 ensures that only tickets updated within this period are included.

How to Publish a Report

If you have the required permissions (link to permission), you can publish the report so it becomes visible to other users.

Here’s how to publish:

1. Open the report you want to share.
2. Click Publish.

Once published:

• The report becomes visible to all authorized users.
• It automatically appears in the left sidebar report list.

• A green check‑mark icon indicates it is published.

To unpublish:

• Open the report and go to Edit mode
• Click Unpublish, The report will no longer be visible to other users.

How to Export a Report

All published reports in Uniconnect can be downloaded as a PDF file. The export option allows sharing and offline access to report data in a standardized format.

1. Navigate to the Published Reports list.

2. Select the required published report.

3. Click Download PDF to export the report.

Once downloaded, the report is available as a PDF file for viewing and sharing.

[!IMPORTANT] For table and pivot table reports, only the records currently displayed in the report are included in the downloaded PDF. The number of records included in the export can be adjusted using the pagination selector before downloading the report.