User permissions required: ‘View Sources’ AND ‘View Labels’
What's covered in this article:
- Verbatims vs. Threads filter
- Chart buttons
- Charted labels
- Charted property values
- Hidden property charts
- Filter bar
- Label bar
Verbatims vs. Threads filter
Depending on the type of data, Re:infer has up to 4 tabs in 'Reports'. Users can toggle between verbatim and thread-level reports, if the data is in thread form (e.g. call transcripts and email chains). If not, the verbatim filter will be the default.
'Verbatims' view on Reports
'Threads' view on Reports
Re:infer’s built in reporting functionality has four tabs — Label Summary, Trends, Segments and Threads.
- Label Summary presents high level summary statistics for labels
- Trends presents charts for verbatim volume and label volume and sentiment over a given time period
- Segments presents charts of label volumes versus verbatim metadata fields, e.g. sender domain
- Threads presents charts of thread volumes and label volumes within a thread (only accessible when the 'Thread' filter is applied)
At the top of each tab in the Reports page, you will see the number of verbatims contained in the dataset, net sentiment (if sentiment analysis is enabled) and the date period for the selected data.
'Label Summary' tab in the Reports page
By selecting from the time sequence dropdown menu just below the summary statistics in the Trends tab, you can view the data in the time series charts:
'Trends' tab in the Reports page
Segments tab in the Reports page
Beneath each chart you’ll see a number of buttons when you hover over it with your mouse.
The buttons available change depending on the exact chart type, and some are revealed when you click on the existing view to change to a new one:
Add this chart to your dashboard
Option to download an image of the chart, download the raw data for the chart as CSV, or add chart to your dashboard
Display as column/bar chart
Display as line chart
Display as scatter graph
Display as doughnut chart
Sort by prominence
Sort reverse alphabetically
View labels with the biggest changes in rank
|Show ranking based on total number of labels|
|Change the number of labels displayed|
Chart manipulation buttons
To understand more about how Reports actually works and how to use it, see here.
Next to the time sequence dropdown menu at the top of the page is the 'Charted labels' dropdown menu.
To select which labels actually appear or do not appear in the charts in the Reports page, there is now a 'Charted labels' dropdown menu in the top bar.
Simply select whichever combination of labels you want to appear (the plus symbol) and these will be plotted on the charts that distinguish between different labels, as in the example below. Alternatively, you can select labels you don't want to appear by using the exclude button (the minus symbol).
If you select a number of labels, they will appear in a bar at the top of the page (see below) as a visual indicator of which labels have been selected to appear on the charts.
All of the labels that you select or exclude will appear highlighted at the top of the page as a visual reminder, and can easily be removed by clicking the 'x' icon next to each label name.
Reports page showing 'Charted labels' selected
Please Note: This action does not change the verbatims that are in consideration by Re:infer, merely which labels are plotted on the label specific charts. An easy way to remind yourself of this is to note that the total number of verbatims shown at the top of the page does not change when you select any labels from the 'Charted labels' dropdown.
Charted property values
In Segments, much like you can choose to chart labels (see above), you can also chart specific string property values.
You can click a number of property values you wish to plot on the chart, and this will override the default values plotted, which are typically the property values that have the highest corresponding verbatim volumes.
In the example below, the email property of 'Sender Domain' is shown. Using the dropdown at the top-right of the chart, you can select a number values to plot instead of the default ones shown.
Example property chart in Segments showing charted value dropdown
Hidden property charts
The Segments tab loads a number of property based charts by default, but some of those with a very high number of potential values can default to hidden. Users can also choose to hide property charts that they do not find useful.
In the example below, the property charts for 'Inbound', 'Cc', and 'To' (all email related) are hidden.
To unhide a chart, simply click the eye icon next to its name and Re:infer will load the chart for the property.
To hide a chart, simply do the click the corresponding icon (the eye with a strike through it) at the top right of the chart. The chart will then appear in the 'Hidden property charts' list.
Segments tab showing hidden property charts
The filter bar works in the same way as in Explore, see the previous description here for more information. Within Reports, however, it is not possible to filter by reviewed status.