Reports
Overview
Section titled “Overview”The Reports page provides aggregated data about your organization’s Aelo usage. It helps you understand how much processing has been done, how costs are distributed, and how your team is performing.
Usage Overview
Section titled “Usage Overview”Client Admin
The usage dashboard shows:
| Metric | Description |
|---|---|
| Records Processed | Total number of conversations analyzed |
| Minutes Processed | Total audio duration transcribed |
| Analyses Completed | Number of AI analyses performed |
| Processing Trend | Chart showing volume over time (daily/weekly/monthly) |
Budget Tracking
Section titled “Budget Tracking”Client
Monitor what you are charged against your monthly budget:
- Monthly Limit — the most you want to be charged for usage in a month
- Current Usage — how much you have been charged for usage in the current budget period; budget notifications and the bulk-import limit use this same amount. On self-serve plans usage is charged only beyond your included and bonus minutes, so the bar stays at zero until those run out, and the plan’s subscription fee is not counted
- Usage Percentage — visual progress bar showing budget consumption
The budget is a spending control, not a stop switch: a bulk CRM import whose estimate does not fit into the remaining budget is blocked, and you are notified as the budget fills up, but reaching the budget never pauses analysis. Analysis is paused only when your included minutes and any bonus minutes are used up and the wallet is empty.
Billing is calculated on a per-minute basis. A chat draws half a minute from that same included-minute allowance; once the allowance (and any bonus) is used up, only the uncovered part of the chat is charged, at a flat per-chat rate instead of the per-minute one. As usage crosses 50%, 80%, 95% and 100% of the monthly limit, a notification is sent in the app and by email — these shares are fixed and cannot be changed. If one charge carries usage across several shares at once, only the highest of them is notified.
Cost Breakdown
Section titled “Cost Breakdown”Client
See how costs are distributed:
| Category | Description |
|---|---|
| Minutes Used | Total audio minutes processed |
| Per Project | Usage breakdown by project |
Cost breakdown is shown per project and as an organization total.
Team Metrics
Section titled “Team Metrics”Client Admin
Team-level aggregated metrics:
- Average Quality Score — across all agents
- Top Performers — highest-scoring agents
- Most Active — agents with the most records processed
- Score Distribution — histogram of quality scores across the team
Exporting Reports
Section titled “Exporting Reports”Client Admin
Export report data to CSV for further analysis in external tools:
- Apply any desired filters (date range, project).
- Click the Export button.
- Select CSV format.
- The file downloads with all visible metrics and data.
Access by Role
Section titled “Access by Role”| Feature | Client | Admin | Supervisor | Agent |
|---|---|---|---|---|
| Usage overview | ✅ | ✅ | ❌ | ❌ |
| Budget tracking | ✅ | ❌ | ❌ | ❌ |
| Cost breakdown | ✅ | ❌ | ❌ | ❌ |
| Team metrics | ✅ | ✅ | ❌ | ❌ |
| Export to CSV | ✅ | ✅ | ❌ | ❌ |
Tips & Best Practices
Section titled “Tips & Best Practices”- Review budget tracking regularly to stay within your monthly budget.
- Pick a monthly limit with some headroom: the 50% and 80% notifications are your early warning before the limit is reached.
- Use cost breakdown to identify which projects consume the most budget.
- Export monthly reports for management reviews or board presentations.
- Compare team metrics month-over-month to track the impact of coaching programs.