Reports overview
See your interpreter services data across charts, KPIs, and a map — filtered and sliced however you need.
AT A GLANCE
- The Reports page shows your interpreter services activity on a single dashboard — a bar chart, KPIs, pie charts, and a map.
- Default time range is This Month. Switch to weekly, quarterly, yearly, or custom date ranges.
- Filter by agency, status, service type, team, customer, interpreter, language, and date range.
- Drill down into a specific language, customer, or status by tapping it in the list below the relevant pie chart.
- Need raw data? Export a CSV from the Appointments page (PDF and CSV export of the reports themselves are coming soon).
Getting to reports
Reports live in the main navigation of the Fluent web app. Click the Reports icon in the sidebar to open the report dashboard. Today there’s one report — Interpreter Services — with more planned over time.
Who can see reports:
- On the agency side: schedulers, managers, admins, and account owners can access reports for the teams they belong to.
- On the organization side: all roles can access reports, but the data is scoped to their permissions. Requesters see only the appointments they personally requested; schedulers, managers, admins, and account owners see all appointments on the teams they belong to.
The default view
When you open Reports, you’ll see data for the current month by default. The header shows the date range, the total appointment count for the period, and controls for switching the time range and applying filters.
Below that, the page is organized into four sections:
- Appointments bar chart — a daily breakdown of appointment activity, stacked by status.
- Summary stats — totals by service type (In Person, Video, Phone) and by status (Completed, Missed, Declined, Cancelled).
- KPIs — four cards: Fill Rate, Languages, Interpreters, Total Appointments. Each shows the change compared to the previous period of the same length.
- Pie charts — Languages, Customers (or Services on the org side), and Appointment Statuses.
- In-Person Service Locations — a map of where in-person appointments happened, with a sortable city list.
The report remembers your last time range and filter selections, so when you return to the page, you don’t have to set everything up again.
Changing the time range
Use the time range dropdown in the top right to switch between preset windows or set custom dates.
Preset options:
- This week, This month, This year
- Last week, Last 30 days, Last month, Last 90 days, Last quarter, Last year (days), Last year (months)
- All time (days), All time (months), All time (years) — useful for spotting long-term trends in your agency or organization’s activity.
Custom date range fields let you pick any specific start and end date.
The granularity of the bar chart adjusts to the time range. Short windows show daily bars; longer windows roll up to weeks, months, or years so the chart stays readable.
Filtering
Click the filter icon in the header to open the filter panel. You can stack as many filters as you need.
Available filters:
- Agency — for agencies that work with partner agencies, filter by a specific partner or by your own agency to exclude work taken by partners.
- Appointment status — Requested, Pending, Assigned, Incomplete, Complete, Canceled, Late Cancel, Declined, Missed.
- Service type — In Person, Video, Phone.
- Team — scope to one of your teams.
- Customer (agency side) — see the activity for a specific customer.
- Interpreter — see the activity tied to a specific interpreter.
- Language — focus on a single language.
- Custom start and end date — same effect as the custom date range in the time selector.
Every chart, KPI, and map element on the page updates to reflect the current filter set.
Drilling down from the pie charts
Each pie chart — Languages, Customers (or Services), Appointment Statuses — has a list of items below it with counts and percentages. Click any item in that list to apply it as a filter to the entire page.
For example, on an agency report, click “Spanish” under the Languages pie to scope the entire report to Spanish appointments. The bar chart, KPIs, and the other pie charts all update to reflect Spanish-only data.
Click the filter chip in the header (or remove it from the filter panel) to clear the drill-down and return to the full view.
Reading the appointments bar chart
The bar chart shows your appointment volume over the selected time range, with each bar stacked by status (Assigned, Incomplete, Complete, Requested, Pending, Unassigned, Canceled, Late Cancel, Declined, Missed).
Hover over any bar to see a tooltip with:
- The total appointment count for that day
- A breakdown by service type (In Person, Video, Phone)
- A breakdown by status
The tooltip is the fastest way to investigate a spike or dip — for example, a bar that’s higher than the surrounding days might be a customer rolling out a new program, or a day where one of your major contracts ran an event.
The KPI cards
The four KPI cards summarize the period at a glance:
- Fill Rate — the percentage of appointment requests that were successfully filled with an interpreter.
- Languages — the number of distinct languages serviced in the period.
- Interpreters — the number of distinct interpreters who worked in the period.
- Total Appointments — total appointment count in the period.
Each card shows a small percentage change compared to the previous period of the same length. If you’re viewing “This month,” the comparison is against last month. If you’re viewing “Last 90 days,” the comparison is against the 90 days before that. Green arrows up, red arrows down.
The pie charts
Each pie chart shows the top categories with a sliced visual and a sortable list below.
- Languages — distribution of appointments by language. Useful for identifying which languages drive the most demand and which are emerging.
- Customers (agency) / Services (organization) — agencies see their customer breakdown; organizations see their service type breakdown.
- Appointment Statuses — the mix of statuses in the period. Helps surface operational issues — a growing Incomplete share might signal voucher submission problems, for example.
As described above, you can drill down by clicking any list item below the chart.
In-person service locations map
The map shows where in-person appointments happened during the period, with markers placed at each appointment location and a city list to the right showing the count per city.
This view is most useful for agencies and organizations operating in-person work across a wide geography — it surfaces which locations are driving the most volume and where coverage might need to grow.
Exporting your data
The reports page itself doesn’t have an export feature yet. If you need to pull data out of Fluent — for an executive review, a customer report, or your own analysis — use the CSV export on the Appointments page:
- Go to the Appointments page.
- Select the columns you want to include in the export.
- Set the date range for the data you want.
- Click Export to download a CSV of every appointment matching your selection.
The CSV includes all the raw appointment data for the period, which you can then bring into a spreadsheet for further analysis or formatting.
Coming soon: Direct PDF and CSV export from the Reports page, so you can share a snapshot of the report itself (with charts and KPIs intact) without needing to recreate it elsewhere.