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The report builder lets you build a report without code: you choose a data source, define how to group, what to measure and what to filter, and a live preview shows the result while you build it. The server translates the definition into a query that runs on the server side.

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Data sources

The builder works over six voice of the customer sources:
  • Wokus: one row per feedback (rating, text or audio).
  • NPS: NPS survey responses.
  • CSAT: satisfaction responses.
  • CES: customer effort responses.
  • Forms: form responses.
  • Clients: registered clients of the company.

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Available fields

Each source exposes a curated field catalog, so the selectors only offer valid fields: Some fields are categorical with fixed values:
  • Feedback type: recognition or improvement.
  • Feedback kind (wokus): star, text or audio.
  • Channel (wokus): WhatsApp, email, review app, web widget, mobile SDK or API.
  • Comment type (CSAT and CES): text or audio.

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Build the report

  1. Define the name and the data source.
  2. Under Group by add the report dimensions. Date fields require choosing a period: day, week or month.
  3. Under Measure add at least one measure: count of records (feedback, responses or clients depending on the source) or sum, average, minimum or maximum over a numeric field, for example the average of the score.
  4. Under Filter narrow down the data. The operators depend on the field type: numeric and date fields accept comparisons (equal, not equal, greater, less), booleans only equal or not equal, and contains is available only on the Comment field. Categorical fields offer a selector with their valid values instead of free text.
Column names (aliases) fill in automatically from the field and the calculation, and can be edited. They accept letters, numbers, spaces, hyphen and underscore.

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Live preview

The preview recalculates on its own while you edit the definition, with a small wait so it does not query on every keystroke. It shows the first 10 rows of the result and saves nothing: it serves to validate the configuration before saving.

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Save and run

To save, the report needs a name (at least 2 characters and not only numbers) and at least one valid measure. The result is shown as a table. From the report detail you can export to CSV, Excel or PDF, and configure scheduled delivery by email or SFTP.
Predefined templates open the builder with a definition already built, useful as a starting point to adjust instead of starting from scratch.

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How the query is built

The query runs on the server side with per-company isolation: each report queries only your company’s data, with the filters sanitized, groups by the chosen dimensions and computes the measures. Date cuts use the company’s time zone, or America/Santiago by default.