---
auto_generated: true
created: 2026-05-18
manual_updated_at: 2026-05-18
modified: 2026-05-18
name: User_Manual
status: active
tags:
- client/oliver
- domain/analytics
- tech/azure-ad
- tech/fastapi
- tech/postgresql
- tech/react
- tech/typescript
- type/dashboard
- type/sop
type: dashboard
---

# Oliver Agency Reporting Module - User Manual

## What This Tool Does
The Oliver Agency Reporting Module is a web-based analytics dashboard designed to visualize and export usage data for conversations and messages. It provides insights into message volume by user, allowing agencies to monitor engagement, track performance, and generate reports for stakeholders.

## Who Uses It
- **Marketing/Analytics Teams**: To track conversation volumes and user engagement metrics.
- **Agency Managers**: To monitor assistant performance and brand interaction trends.
- **Support Leads**: To analyze message distribution and user activity over specific timeframes.

## How to Access
1. Navigate to the deployed URL (e.g., `https://yourdomain.com/dashboard/`).
2. You will see a "Sign In with Microsoft" screen.
3. Click the **Sign In** button.
4. Authenticate using your organization's Microsoft Azure Active Directory credentials.
5. Once authenticated, the Dashboard will load automatically.

## Main Workflows

### 1. Filtering Data
The dashboard allows you to narrow down data by:
- **Date Range**: Select "All time", "Last 30 days", "Last week", "Today", or a custom range.
- **Organization/Brand**: Filter by specific organizations or brands if the dataset contains multiple.
- **User/Assistant**: Filter by specific users or AI assistants.

**Steps:**
1. Locate the **Filter Panel** at the top of the dashboard.
2. Adjust the **Date Picker** to your desired timeframe.
3. Use dropdown menus (if available in the rendered UI) to select specific Organizations, Users, or Assistants.
4. The charts and tables below will update in real-time to reflect the selected filters.

### 2. Viewing Analytics
The dashboard displays two main views:
- **Volume Graph**: A bar chart showing message counts by user.
- **User Report**: A table listing specific users and their message counts.

**Steps:**
1. Ensure the **Volume** tab is active (default).
2. Review the bar chart for high-level trends.
3. Scroll down to the **User Report** table for detailed numbers.
4. Use the **Export User Report** button to download the current view as a CSV file.

### 3. Exporting Reports
To share data with stakeholders:
1. Apply your desired filters (Date, Organization, etc.).
2. Click the **Export User Report** button.
3. A CSV file named `user_message_counts_{organization}_{date_range}.csv` will be downloaded.
4. Open the file in Excel, Google Sheets, or any spreadsheet application.

## FAQ

**Q: Why is my data not showing up?**
A: Ensure your selected date range matches the data available in the source (Make.com webhook). If no data exists for the selected period, the chart will be empty.

**Q: Can I filter by specific messages?**
A: Currently, the dashboard aggregates data by user and time. You cannot filter by specific message content or ID directly in the UI.

**Q: Who do I contact if the dashboard fails to load?**
A: Contact your IT administrator to check Azure AD app registration settings or the backend server status. Ensure your browser is up to date.

**Q: Is my data secure?**
A: Yes, the application uses Azure Active Directory for authentication. Data is retrieved via secure webhook endpoints and processed client-side. Do not share your login credentials.