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
Below is a step by step process to capture the data first.
- Gather the data points from flows.
- Save the data with the “Update Contact” function.
- Check the data field value in BigQuery.
- Generate chart reports in DataStudio.
Detailed steps to generate the reports.
- Use
Wait for response
function in flows to gather the data points. Example: capture name of the contact using contact_name field.
- 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.
- Access the field values using variables such as @contact.fields.fieldname
- Access BigQuery from https://console.cloud.google.com/
- 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.