The goal of this page is to explain the Nimbus reporting concept. Here you will find:
- An overview where and how you can access live metrics and reporting data.
- Theory on how Nimbus structures and generates its reporting data.
- KPI and Data Security considerations, including where to configure your Tenant and Services.
- How to (control) access to your historical long-term data.
Introduction
When you are visiting this page, chances are you are either interested in short-term call metrics or long-term statistical analysis In this page, we are going to cover all aspects in full detail, so strap in, grab a coffee, and enjoy the journey. ☕
Terminology
Before we continue explaining further concepts, it's good to mention a few terms that help understand how Nimbus reports
Term | Definition | Where to find it |
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Historical Reporting | Lists concluded Service / User sessions with a conclusive → Session Outcome |
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Live Reporting | Lists ongoing → Tasks in the Nimbus UI, including a task status and who is currently handling it. |
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OData Feed |
OData queries are used to pull data into Power BI. Open standard for providing data at rest. We use this as the interface for our clients to access their Nimbus data up to 24 months back in history.
Clients can connect to the OData to pull data into their own applications or databases, to connect with other client tools (e.g. Postman) or with the provided Power BI template. We also provide a KB with an example of how to connect from Postman. |
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Power BI / Business Intelligence | Overarching term to describe (Microsoft) software products to connect to the → Odata feed in order to retrieve and illustrate data in a visual way. | |
Session (Outcomes) |
Part of the detailed OData Feed which contains (technical) results, partially reflected in the BI report.
💡 Sessions Outcomes are distinguished on Service or User level. More details on this below. |
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Tasks (Results) |
The central way Nimbus displays ongoing actions. Task end with a result, a simplified version of a User / Session outcome.
💡More details on this will be explained below. |
Admin
Portal
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Short and Long-Term Reporting Differences
In relation to our terminology it is important to note that the term “Reporting” can mean two different things in Nimbus:
- In-App Reporting (in Nimbus): also referred to as Cockpit, Dashboards or status monitoring.
- Historical Reporting outside of Nimbus: also referred to as statistical reporting or business intelligence (BI).
The main differences are the follow:
Factor | Nimbus In-App | Business Intelligence (BI) |
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Data Scope | Max. 30 days history | Up to 24 months history |
Customization |
Fairly set: The KPIs are set, with limited customization options within use case scopes within the app itself.
Users can filter data with Personal Dashboards to limit the given data set to the task results and KPIs that are most relevant to them.
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High degree of customization: Users with the relevant knowledge can create their own KPIs, customize existing ones, create own visualizations, filters etc.
However, this either requires in-depth technical knowledge, or accepting the Nimbus Power BI Template with given restrictions and limitations. |
Primary Audience |
All Nimbus users with an account to access the Nimbus User Interface. 💡Service Owners and managers may have access to a wider range of data and visualizations according to the scope of their Reporting Roles, e.g. to plan ahead or react to high-load service hours. |
Service / Team Owners, e.g. Data analysts and business analyst who also prepare reports for executives. 💡Supervisors have access to extended User States reporting , e.g. to evaluate individual user performance and provide guidance to their team. |
Data availability | Real time (where needed for Nimbus app operations), e.g. sessions in progress or ongoing task status monitoring via Dashboards. | Near real time, however, only on completed sessions with definite outcome. |
Main Usage |
Operational: To take immediate decisions during the usage of Nimbus itself, e.g. counteracting trends, peaks, high volume calls, holidays, special opening hours. Live status and short-term statistics. |
Analytical: Business analysis and further data exploration and exploitation even into other systems and integration with other data, to identify trends, changes over time etc. to make executive and strategic decisions. External, long-term strategic statistics, resource planning. |
Data Visualization in Nimbus
Now that you've learned about the differences of live, short-term, and long-term data, here are the places where you can find them in visualized reports:
What you are looking for | Purpose | Where you can find it |
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Live-status data (tasks) | Daily task monitoring: work distribution and triage, either via dynamic user assignment, workflows, or service settings. |
In-App: Live View
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Short-term statistics (service / user sessions) | Weekly/monthly team metrics: trends, service team and member performance monitoring for supervisors. |
In-App: Statistics, Personal Dashboards, Non-Personal Dashboards
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Long-term historical data (aggregates, unified sessions) | Business Intelligence (BI): time-based statistical trends, KPI measurements, data aggregations and drill-down into session outcomes. |
Enables access to the data for extraction with a tool or any user interface that supports OData connection protocols so that it can be subsequently transformed and used as needed. Additionally, the OData URL can be specified in the connection parameters of the Nimbus Power BI template so that the template is filled with data according to the authenticated role in your tenant. The Nimbus Power BI template is meant as an example of most common transformations and visualisations that can be achieved with the Nimbus OData feed and a BI tool. |
Good to know: Task Results vs. Outcomes
When looking at Nimbus reporting, the Task Queue and Distribution concept is important to distinguish. A “Task” in Nimbus is part of an ongoing session. It can be handled by a service, and in extension one or several users (e.g. by transfers). Tasks end with a definitive task result.
A session is a “wrapper” for a task. As the task was completed, all in-between status updates are included in a session. The final task result is usually very close to the session outcome, however, more detailed – e.g. by specifying the actor that led to this outcome: a workflow, a user, the customer.
Retrieving Long-Term Business Intelligence
Nimbus stores all (completed) sessions data in a long-term persistent storage. At this point, the records cannot be altered anymore and only accessed via OData Feed with users in Reporting Roles. To make this access more convenient, Luware also provides a Nimbus Power BI Template that makes use of the OData feed to visualize the data in visually distinct tabs with various informational purposes.
As the template also gets continuous support and BI Template Release Notes, knowing and Setting Up Power BI is a good way to dive into the data storage concept while learning about the Nimbus Reporting Model and Nimbus KPI Calculations.
How Nimbus Generates Data
As we've just briefly mentioned “Sessions” and “Outcomes” before, it's time to explore these concepts further, as they are essential to understanding how Nimbus generates reporting data using a defined Reporting Model.
Learning about Sessions
In Nimbus there are multiple session types available in the reporting data:
- Service Sessions - Customer interaction with a Nimbus Service
- User Sessions - Customer interaction with a Nimbus User
- Transfer Sessions - Attempt to transfer either a Service or User Session to another Service
- Unified Sessions - combines multiple Service and User Sessions as a given interaction with a Customer.
💡Learning: When sessions are combined together in the data model, the data provides insight into the Nimbus system and user activities, and it allows to measure the performance of the system and its users.
✅ Click on the tabs below to learn more about each session type.
General Notes
Session Start/End
A session represents an event in the Nimbus system and is the lowest granular record of the Nimbus reporting/statistical data made available for analysis and reporting both in the Nimbus UI and in the BI platform. It represents a completed transaction in the Nimbus system.
Session Start / End: All Service / User / Transfer Sessions are reported only when terminated. For example: A workflow Queue Activity "Accepted" Service task must either be handled OR transferred by the Nimbus actors: System, Workflow, User. The workflow then needs to “Disconnect” to end the Service session for reporting closure.
For example, an audio call entering the Nimbus system and going through the “Accepted” and “Disconnected” Workflow Activities of a Service Workflow represents a successful Service Session. If a call goes through multiple workflows, e.g. in the course of an interaction with a customer by multiple services and users, multiple “service” and “user” sessions are created.
The business End-2-End concept of an interaction (for example an End-2-End call) is not equivalent to a Nimbus session. What we refer to as a “call” in the business world may encompass several sessions of various types (Service Sessions, User Sessions, Transfer Sessions etc.).
Single End-2-End interactions (of any modality, not just calls) are therefore represented in the data as Unified Sessions. Each session record provides the measures and attributes of such session: e.g. timestamps of start and end, durations, queue times, etc.
Failed sessions
Failed Sessions are “technical” Nimbus records and should not influence reporting KPIs, as they usually mean something has gone wrong. Failed sessions are only reported only on Administrative side and not part of statistical reporting.
Examples are:
- A stuck call got (forcefully) removed via Admin Operations.
- Nimbus has determined some failure (e.g. infinite loops in the WF) and removed the session automatically.
- Some unexpected Azure or other component outages are leading to irregular session results.
Service Sessions
Service Sessions
A Service Session is an interaction of any supported modality or direction with Nimbus Service. Usually it's a parent to user or transfer sessions. Service sessions get created:
- Whenever MSFT notifies Nimbus about incoming Audio/Video, Instant Messaging or Email conversation.
- When Nimbus gets a notification from MS Power Automate, e.g. on scheduled Outbound Call, External Tasks.
- When a user starts an outbound Call On Behalf from Nimbus UI.
💡Good to know:
- Failed Service Sessions are not included into Nimbus Portal UI, OData feed (and therefore, Power BI Nimbus template).
- However they can be be included in Admin UI reporting (e.g. the Operations page) as they usually point to technical issues.
User Sessions
User Sessions
A User Session is an attempt to connect to a Nimbus User (also known as “Agent” in some context). User Sessions are supported for any modality and direction and they cannot exist without parent Service Session. It doesn't matter if this attempt to connect to a user was successful or not, regardless of the reported outcome it's still a user session.
💡Good to know:
- Successful User Sessions from a failed parent Service session are
- still reported on Portal UI (e.g. My Sessions, My Overview, Service Reporting)
- not reported in Power BI
- Failed User Sessions themselves are neither included into Nimbus Portal UI, OData feed and Power BI reports.
Consultation
Consultations - e.g. inviting a 3rd expert during a call - are a subset of User Sessions. This implies, that each Consultation is technically also a User Session. A consultation starts when consultation attempt is started when a user uses the “Consultation Call" button in Attendant Console and ends when Consultation is ended.
Transfer Sessions
Transfer Sessions
A Transfer Session is an attempt to transfer either a Service or User Session to another Service, Nimbus User or external target (like a PSTN phone number). This implies, that each Transfer Session must have a parent (Service or User Session) and also a transfer destination.
Transfer Session usually start when transfer attempt is started, e.g. when User pressed Transfer button on the UI, and ends when the attempt is ended, e.g. Destination has declined or accepted the invitation.
💡Good to know:
- Transfer Sessions are not reported to Nimbus Portal or Admin UIs.
- Successful Power BI reporting of Transfer Sessions depends on the parent session:
- if a parent Service Session failed (in case of transfer by WF) then Transfer Sessions are not returned
- if a parent User Session failed (in case of transfer by User) then Transfer Sessions are not returned. However…
- …if the parent User Session didn't fail, but parent Service Session has failed, the User Session itself - and in extension the Transfer Sessions - will not be be returned as well.
- Following these rules, only successful Transfers (on Service Session level) are part of BI Reporting. Failed Transfer Sessions are not included into Power BI reports.
Unified Sessions
Unified Sessions
A Unified Session represent the business concept of an End-2-End interaction (for example and End-2-End call). Its main goal is to combine all (read: multiple) Nimbus Sessions for a given interaction with a Customer and is set for any modality and direction. Since an End-2-End interaction can comprise one or more sessions, a Unified Session provides an aggregated view of the KPIs coming from the underlying sessions that make the End-2-End interaction.
The best example is an Inbound audio call: A customer calls the Contact Center, the call is accepted by the first Service and is then transferred to another Service (by Workflow, or by a user User after first accepting the call). In this case, two different Service Sessions will be created, such Service Sessions will be combined under the same Unified Session.
💡Good to know:
- The common denominator between Unified Sessions, Service Sessions and User Sessions is the UnifiedConversationId.
- Since Unified Sessions can include one or more service sessions or user sessions, the Unified Session KPIs represent an aggregation of the underlying sessions. When multiple non-cumulative attributes apply, for example outcomes of different sessions or start and end timestamps, a logic is applied to select the most appropriate attribute to show (e.g. the outcome of the very last session or the start time of the first incoming session). These details are described in the section dedicated to Unified Sessions in the Nimbus Reporting Model page.
User States
During operation Nimbus tracks various User States (MS Teams Presence, Nimbus Duty State, User selectability and related Task-blocking states) in order to efficiently distribute incoming service tasks. Usually represented only on the Nimbus live UI, user states can be optionally tracked persistently to generate data within the historic Reporting Model, once tracking is enabled within Data Privacy Tenant Settings.
After doing so, the “User States” tab in the Nimbus Power BI Template will report detailed timestamps per user on:
- After Call Work
- Connected / Selectable status
- Not Selectable (e.g. blocked by other Nimbus Tasks or by presence status)
- Off Duty / Offline
- Ringing (Tasks that are distributed but not yet accepted)
☝ GDPR / Performance Note: Enabling tracking of User States generates considerable amounts of data. Consider data warehouse / query performance and user privacy before you enable this feature. Depending on your user count you might want to implement Use Case - Publishing the Power BI Report with Row-level Security and double-check which users have “User Supervisor” Reporting Roles that grant access these additional details.
How to impact KPIs
Within the Nimbus settings there are various toggles and options which can impact your KPIs. In this chapter we highlight the areas where you can influence those KPIs either in the Input / Settings and Output / Filtering of Nimbus.
Nimbus Area | What to Adjust | Impacts / Considerations |
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Data Privacy Tenant Settings | Persist User States in Reporting, Data Retention, Show user State in Time”. |
Can influence how you tackle performance monitoring on a per-user level. GDPR - Note that this is a privacy-intrusive setting for your entire Tenant. |
General Service Settings | SLA Acceptance, SLA Hangup, Short Abandons |
These settings directly impact individual Nimbus KPI Calculations
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Distribution Service Settings | Settings for: Conversations Distribution, Distribution Policy, Task Priority, ACW, RONA |
These settings directly affect:
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Workflow Activities | Queue, Transfer, IVR activities, in particular the timeout behavior. |
Workflow activities have timeouts which directly impact task results and service KPI. For example:
The Distribution Type setting in your “Queue” activities also has a direct impact on how calls are distributed on our service - and in extension - how users are blocked by these incoming tasks.. |
Power BI Template Overview | Report Filters (date ranges, results, services) |
Filters and the Reporting Roles have direct impact on your KPI measurements:
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☝Keep in mind: All setting changes are immediate
When you change any of the Nimbus settings mentioned above, reporting measurements will change alongside with immediate effect on the next service session.
- Changes in settings will not be marked in the Nimbus Reporting Model. Ensure to agree or notify stakeholders on major changes to your KPIs.
- After a major change, allow for “grace periods” in your services / user session reporting data so new results can settle in over time.
Controlling Historical Data Access
In Nimbus you have the following ways to control access over your historical data:
- Within the Data Privacy Tenant Settings you directly control which data is visible in Reporting VS UI.
- Within General Service Settings > Reporting you control if User Statistis should be shown live.
- With Non-Personal Dashboards you can control which Service KPI are within focus of your viewers.
- Reporting Roles and Portal Roles determine which users get access to live or historical User / Session data.
- Optional: Within your historical BI reports you can implement Use Case - Publishing the Power BI Report with Row-level Security to narrow down access even further.
Individual Truths
Note that Nimbus does not allow for “delegated” reporting permissions, meaning that each user will see individual Reporting truths based on:
- The services they are member / owner of, either allowing or denying access to service / user data even on centrally available Personal Dashboards and Non-Personal Dashboards.
- Nimbus Role-based Access Concept (RBAC) which controls data & settings visibility based on Organization Units.
Further related reading
For BI Specialists, Team Owners and Administrators
Page / Reporting Aspect | Excerpt - what to expect | Primary Audience |
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Nimbus Reporting Model |
Detailed data warehouse descriptions. Consists of the detail pages: |
BI Specialists |
Nimbus KPI Calculations |
Nimbus gathers KPI (Key Performance Indicators) based on service sessions and user sessions. [RM] these is basically a list of typical contact center KPIs calculated in Power BI from the main fact tables in the Nimbus model. |
Service Owners, BI Specialists, Data Analysts |
User States | An explanation on how Nimbus considers users as (not) Available for Task distribution and which layers play into it. | Service Owners, BI Specialists |
Reporting Roles | RBAC Data sheet for Administrators, required to allow access to data generated from Dashboard Supervision. | Admin, BI Specialists |
Nimbus Power BI Template Overview | Primary Template Explanation page | BI Users, Specialists |
Power BI Paginated Reports | Snapshots of layouted (multi-page) reports. | BI Specialists |
PBI Incremental Refresh PBI Advanced Incremental Refresh |
Specific aspects of the Incremental Refresh functionality applicable to the Nimbus template. | BI Specialists |
Modalities (Category) | Lists all modalities supported by Nimbus | Admin, BI Specialists |
For Frontend Users
Page / Reporting Aspect | Excerpt - what to expect | Primary Audience |
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Codes / Tags | Usage and Configuration of Tags and Codes. Also mentions their application and usage in the Nimbus Power BI Template. | Frontend Users |
My Sessions | The "My Sessions" tab provides information on both your current and past user sessions. | Frontend Users |
Statistics | The Statistics tab aggregates long-term service statistics for the currently selected service. Nimbus gathers this historic data in the background and stores it in a database as defined per Reporting Model. | Service Owners, Frontend Users |
Sessions List | The "Sessions List" page lists concluded sessions and the related data – e.g. the amount of involved user sessions, the task direction, task type and session results. | Frontend Users |