Analytics · Reporting
Email-ready summaries on autopilot
Reporting delivers scheduled emails with KPIs, lead counts, and optional Excel attachments. Configure it once and let the insights flow automatically.
Automation Features
Set up automated reports that deliver insights directly to your inbox.
Activation Toggle
Turn reporting on or off per bot. The toggle instantly pushes changes to the backend, so you never queue reports by accident.
Recipient Management
Add as many email addresses as you need. Each one gets the same summary, and you can remove entries with a single click.
Schedule Configuration
Check the weekdays you'd like reports delivered. A helper message confirms the upcoming cadence (e.g., Mondays and Thursdays at 8:00 AM GMT+2).
Excel Attachments
Optional toggle adds the full chat history as an .xlsx attachment, perfect for BI teams that want to dig deeper.
Change Management
A subtle banner appears whenever you edit settings. Save or discard before navigating away so schedules stay accurate.
Setup in minutes
Open Analytics → Reporting. Use the selector bar to pick the bot whose reports you want to automate.
Toggle reporting “On” and add the recipients who should receive summaries. Use distribution lists for large teams.
Choose the weekdays you want reports sent. Daily frequency is ideal for heavy traffic; weekly works for most teams.
Flip on “Include chat history (Excel)” if you want the raw transcript spreadsheet attached.
Click Save. Ultimo confirms the schedule and highlights when the next report will be delivered.