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title description author ms.author ms.reviewer ms.topic ms.date ms.custom
Report filters and groups
Learn how reports are grouped and how filters affect report groups in Dynamics 365 Customer Service and Omnichannel for Customer Service.
gandhamm
mgandham
nenellim
conceptual
02/14/2023
bap-template

Report filters and groups

[!INCLUDEcc-feature-availability]

Historical analytics reports are grouped into the following categories.

Omnichannel historical analytics reports:

  • Summary and Bot tabs
  • Conversation, Queue, and Agent tabs
  • Topics tab
  • Voice tab
  • Unified routing tab

Customer Service historical analytics reports:

  • Summary, Agent, and Topics tabs

Knowledge analytics reports:

  • Search Term Insights tab
  • Article Insights tab

When you set one or more filters on a report, the filters are applied to the entire report group. Say, for example, that you've set the "channel" filter to display records related to the live chat channel in the Conversation tab of the Omnichannel historical report. This filter is automatically applied to other tabs of the report group—Queue and Agent—but not to the Bot, Summary, Topics, Voice, or Unified routing tabs.

Next steps

Manage report bookmarks

See also

Configure analytics and insights dashboards