Capturing Data for Reports & Analytics

2 minute read                                                                                                                 Intermediate

While communicating with contacts, data points can be collected and saved. Once done, customised reports can be created from the saved data.

Prerequisites

• Data Studio Integration for Visualizations & Reports

Below is a step by step process to capture the data first.

1. Gather the data points from flows.
2. Save the data with the “Update Contact” function.
3. Check the data field value in BigQuery.
4. Generate chart reports in DataStudio.

Detailed steps to generate the reports.

1. Use Wait for response function in flows to gather the data points. Example: capture name of the contact using contact_name field.

1. Save the data with the Update Contact node. Use this variable format for the data point @results.fieldname.input where the fieldname part can change as per your data point. For simplicity, make field name same as Result Name from the above image.

4. Access the field values using variables such as @contact.fields.fieldname

5. Access BigQuery from https://console.cloud.google.com/

6. Select your project from the dropdown.

7 . From the left menu, click on triangle next to your project name . Then click on the triangle next to your BOT number **** and click on the Contacts label.

8 . Click on the Preview sub-label to view the data in tabular format.

9 . Verify the data in your Big Query

10 . From the Export dropdown on the right, click on Explore with Data Studio option.

11 . Google Studio ( https://datastudio.google.com/ ) will open up in another tab.

12 . Follow the steps in the below document to create reports.