# Flex Insights Release Notes

> \[!IMPORTANT]
>
> Flex Insights (also known as Historical Reporting) is currently available as a public beta release and the information contained in the Flex Insights documentation is subject to change. This means that some features are not yet implemented and others may be changed before the product is declared as generally available. Public beta products are not covered by a Twilio SLA.
>
> Any reference to "Historical Reporting", "Flex Insights API", "Flex Insights Historical Reporting", or "Flex Insights Historical Reporting API" in the Flex Insights documentation refers to Flex Insights.

## January 25, 2022

### Access Controls for Responsive Dashboards

You can now make custom responsive dashboards private or share it only with selected users. You can share dashboards only with the team for which it is relevant.

To choose users who can view a dashboard click on the **Share** button in the top right corner.

![Summary view showing average handling time, handled conversations, total talk time, SLA percentage, and average waiting time.](https://docs-resources.prod.twilio.com/964740d3c47715c60e1af5fac9cdfa5471b30008b3a46e810e5646613967e27b.png)

In the dialog that opens you can list users who can view your dashboard. You can add or remove All Users group to make your dashboard available to all your users with access to Flex Insights.

![Dialog to share dashboard with users, option to remove all users.](https://docs-resources.prod.twilio.com/8cf15cdad267886e7129585a7636ccb4d2293fca9993128f180a91d46a60810c.png)

## September 9, 2019

This release includes enhancements to date filters for **KPI Dashboards**.

### Floating Date Ranges

You can now set floating date ranges by **Days**, **Months**, **Quarters**, and **Years**.

![Date filter options with floating range from 5 days ago to yesterday.](https://docs-resources.prod.twilio.com/1c3da0b23e6f4a6d1112a10cfd2b213f212ff4cfcde66e1f6e21d6cc4f2af00c.png)

### Exclude Unfinished Time Period

You can exclude the current time period that is not yet finished when you use a relative time frame that may include today, this week, or this month.

![Date range filter with 'Last 30 days' selected and 'Exclude today' checkbox checked.](https://docs-resources.prod.twilio.com/180c9383f3a24fc2144834e64c9403a870781d32dd0d2fc26f7c18dd7afdc80a.png)

## August 26, 2019

This release offers more flexibility in building new responsive dashboards.

### Flexible Layout in KPI Dashboards

You can better organize individual reports on the dashboard canvas. You can put multiple reports in a single row and set their widths. In case of viewing a dashboard on a mobile device, the individual reports and KPIs will stack on individual rows to adjust for limited width.

![KPI dashboard showing segments, abandoned calls, and percentage with drag-and-drop feature.](https://docs-resources.prod.twilio.com/5469cfd8763ddbce36804f6339c591369a54f4509f5cc5dd81898435039a2264.png)

## July 3, 2019

This release provides more options for building reports in **Analyze**, the ability to export reports directly from responsive **KPI Dashboards**, and more details in **Player** for conversations that involve multiple agents.

### Combo Charts in Analyze

You can now combine multiple chart types in a single report that is built in **Analyze**. You can combine two different chart types from 3 available types - column, line, and area. You can choose on which axis the values are shown for both chart types that you use. This is great for combining measures that show volume with measures that show an average value and for other similar cases.

![Pivot table showing handled conversations by hour for various departments and teams.](https://docs-resources.prod.twilio.com/933febee3981bb652d297c5924595ec6c0fb37d42cba2b2948a0f1d3a58a823a.png)

### Subtotals in Tables in Analyze

Pivot tables in **Analyze** can now contain subtotals. You can choose whether to show sum, average, median and other aggregations - not just for the entire table. You can now show subtotals for individual attributes used in the table. In the screenshot below, you can see the total number of calls and average talk time for individual teams.

![Dashboard showing agent teams with handled conversations and average talk time, featuring subtotal rollup options.](https://docs-resources.prod.twilio.com/548d91b1d08e44210defbdea77049ae2b3ca073114a1073cd4b44725efcd05f1.png)

### Export Reports from KPI Dashboards

You can now export individual reports from responsive KPI dashboards in Excel and CSV format. You can prepare dashboards that contain selected data which other users can export to Excel to combine with other data or do other magic using their tool of choice.

![Dashboard showing talk time of 1:51 and quality score of 49% with weekly score trends and export options.](https://docs-resources.prod.twilio.com/b7a181ff30a002de7a830a7416a092ad729c262f0d0c20c6305240abe91a6a94.png)

### Conversations with Transfers in Player

The Flex Insights Player now shows a more detailed structure of conversations that contain transfers and involve multiple agents. A small icon in the timeline indicates each time an agent joins or leaves the conversation. You can also see the entire conversation at once and can skip between segments. See the [Player documentation](/docs/flex/end-user-guide/insights/player) for more details.

![Audio timeline showing John Doe leaving call at 01:22, with segments marked and Emily Jackson's contact info.](https://docs-resources.prod.twilio.com/bc7708e4efd153e6606b8c64e8f61750b72378f2259a4b7bd96a5c78fbaaeee5.png)

## May 20, 2019

This release includes new options in the **Analyze** tab for users that use the tab to quickly explore the data to get more insight.

### Pivot Tables in Analyze

Tables in **Analyze** are now more flexible. You can segment measures in both rows and columns. You can use multiple attributes on both sides of the table. This lets you view your data in a more natural way. All plain tables created previously automatically get these pivot table features.

![Historical Reporting - Release Notes - Pivot Table in Analyze.](https://docs-resources.prod.twilio.com/015b5e395ecd9945ac2cf06640200e466eda0bf71207ac7f57ba8f63cc2c84cc.png)

## March 21, 2019

This release includes enhancements to the **Analyze** tab.

### Create Calculated Measures using Arithmetic Functions

The **Analyze** feature now allows you to create new calculated measures directly in your insights. Use items from the Measures section and basic arithmetic functions to create new measures for your current insight.

For example, you can create measures to display abandonment rate as a ratio of abandoned segments to handled segments:

![Interface showing creation of a calculated measure for abandonment rate using handled and abandoned segments.](https://docs-resources.prod.twilio.com/a628f01bc1c166ffe2ed895f6db60b5ea0479e36887eab64bfc7934e673cf952.png)

### Export Insights from Analyze

If you need to analyze data from your insights in other applications, you can now export insights from the **Analyze** tab to XLSX files (with merged or unmerged cells) or CSV files.

## March 3, 2019

This release includes a more detailed structure for voice conversations, updates to the **Control Center** dashboard, and new color options to represent measures and attributes.

### Support for Cold Transfers

Voice conversations are now split into more granular segments that help you analyze transfers between queues within customer contacts. For more details, please check the updated article on [Conversation Structure](/docs/flex/end-user-guide/insights/conversation-structure).

### Updated Control Center Dashboard

An additional set of built-in metrics and reports now provides insights into contact center KPIs such as **SLAs** and **Handling Time**.

![Bar and line graph showing volume and SLA by date with SLA tooltip for 02/25/2019 at 62.12%.](https://docs-resources.prod.twilio.com/fd2df8cfab147f5d29ba59fe76359df545d463c1ef7fbbe9b724537f560fa205.png)

Navigate to the **Queues** and **Handling Time** dashboard tabs in your **Control Center** dashboard to check the updates. You can check the most recent, full list of built-in objects in the attached file: Flex Insights Metrics, Attributes & Reports.

### Change Measure and Attribute Colors

In the **Analyze** tab, you can now adjust any color that represents measures and attributes. You can select from a predefined set of colors from the color palette, choose a new color in the color picker, or enter a hexadecimal code to use your custom color. If the insight is included in a KPI Dashboard, the new colors are displayed there as well.

![Color configuration panel for adjusting segment colors on a bar chart of abandoned segments over time.](https://docs-resources.prod.twilio.com/871d9c98ae892650b77a71901ea37e8311cb0d698cf60911263d8fdfc573ee09.png)