Home Conversations and Dashboard | Monitoring ClaudIA How to create custom ClaudIA reports (Report Builder)

How to create custom ClaudIA reports (Report Builder)

Last updated on Jul 22, 2026

When to use

  • You want to create custom reports with the data from conversations handled by ClaudIA (conversations, messages, generated responses, audit feedback, CSAT and content)

  • You need to go beyond the Dashboard and build your own tables, filters and cross-analyses

  • You want to export ClaudIA's data in CSV, XLSX or JSON

Prerequisites

  • Access to the Cloud Chat of your project

  • Being logged in as a supervisor, CX Engineer or administrator

About this article

The Report Builder lives in Cloud Chat, but it also covers ClaudIA's data. When building a report, you'll find the ClaudIA Topic, with the tables of the conversations handled by the AI. This article shows where to access it — the full step-by-step is in the Cloud Chat guide (links at the end).

How it works

Where to access it

The Report Builder is opened from Cloud Chat, in the Reports area. It's the same tool used for Cloud Chat reports — the difference is the topic you select when building the query.

The ClaudIA Topic

When selecting the fields, choose the ClaudIA Topic to work with the data from the conversations handled by the AI:

  • Conversations and messages

  • Responses generated by ClaudIA

  • Audit feedback

  • CSAT

  • Knowledge base content

What you can do

  • Select dimensions (groupings) and measures (aggregations) to build the table

  • Apply advanced filters (dates, multiple conditions, across queries)

  • Use pivot tables, joins and period-over-period (PoP) analysis

  • Export in CSV, XLSX or JSON

Prefer to track ready-made indicators? Use the ClaudIA Metrics Dashboard. The Report Builder is for when you need to customize the analysis.

Notes