Reporting Terminology: Your Team's Own Words for Widgets, Columns and Filters
Every team has its own words for its metrics. Yours might say Resolutions where Qvasa says Tickets solved, or Speed to First Response where Qvasa says Avg comment first touch time. Reporting terminology lets you teach Qvasa those words once, for the whole account.
For any widget, table column or filter you can set:
A name that shows in the widget picker, in search, and as a new widget's title.
A table header: a shorter name for when the metric is a column in a table (widgets only).
A description in your team's words, shown in tooltips.
Search keywords your team types, so "frt" or "backlog" finds the right metric.
A label such as Approved, Deprecated or Do not use, which shows as a colored tag beside the item everywhere it can be picked.
Every field is optional. Anything left blank keeps Qvasa's own words, and an entry with nothing in it still marks the item as part of your library, so it lists first in the pickers. Your words change only what people see and search by. The metrics themselves never change.
Best managed with Claude and the Qvasa MCP
A team glossary is usually dozens of terms, and it lives somewhere already: a metrics doc, a scorecard, a spreadsheet. Rather than typing each entry into a form, connect Claude to your account through the Qvasa MCP and hand it the glossary. Claude finds the Qvasa widget, column or filter behind each of your terms, then saves the whole library in one call (up to 200 entries at a time). It reports back on each entry separately, so one term it couldn't match never blocks the rest.
The settings pages below are the same library, and they're the right place for a quick change or a look at what's there. For setting the library up and keeping it in step with your glossary, the MCP is the faster and more reliable route.
Before you start
Who can manage it: account admins, and users with the Manage reporting terminology permission (under Reporting terminology on a user's permissions). The same permission manages filter sets. Everyone on the account sees the words.
For the MCP: a User Access Token for a user with that permission, and the token needs the can_manage_reporting_terminology scope. If you haven't connected Claude yet, start with User Access Tokens and the Qvasa MCP: Connecting Claude to Your Account. Reading the library over the API needs only a token that can read.
Managing your terminology with Claude
Once Claude is connected, ask in plain English. Some prompts that work well:
Load a glossary: "Here is our metrics glossary. Add each term to our Qvasa reporting terminology: match it to the Qvasa widget, column or filter it describes, use our name and definition, and mark them all Approved. List any term you can't match."
Add search words: "Our agents search for 'frt' and 'first reply'. Add those as keywords to the first response time widget."
Retire a term: "We've stopped using One-and-Done Rate. Label it Deprecated, and say in its description to use Bounce-back Rate instead."
Audit the library: "List every reporting terminology entry labelled Deprecated or Do not use, with what it says to use instead."
Find a metric by your words: "Which column in the agents table is our Customer Happiness?"
Claude reads Qvasa's own name and description for every item before it writes, so you can ask it to check a match first ("show me what you'd save before saving"). For developers calling the API directly, the endpoints are reporting_terminology.bulk_upsert, reporting_terminology.create, .update, .destroy and .index, plus reporting_terminology.labels_index, labels_create, labels_update, labels_reorder and labels_destroy for the labels. See Using the Qvasa MCP Tools Over Plain HTTP.
Managing your terminology in the app
1. Open Reporting Terminology
Go to User Settings → Reporting Terminology (admins also find it under Settings). There are tabs for Widget terminology, Column terminology and Filter terminology, plus Labels. Each table shows your name beside Qvasa's, with the label, description and keywords. An entry that keeps Qvasa's name shows Qvasa's name in grey, and the Keeps Qvasa's name filter lists only those.
2. Add or edit an entry
Click New widget terminology (or the column or filter equivalent) and search for the item by Qvasa's name. For a column, pick the table first, then the column. The top of the form shows Qvasa's name and description for reference. Fill in only the fields you want to change, pick a label, and save. To change an entry, click its pencil icon.
3. Set up your labels
Every account starts with five labels: In library (the default), Approved, Warning, Deprecated and Do not use. On the Labels tab you can rename them, recolor them, describe what each one means, reorder them, add your own, or choose which one is the default. An entry with no label picked wears the default, so changing the default re-labels all of those entries at once. Deleting a label moves its entries back to the default.
Where your words show up
The widget picker. Items in your library list first, grouped by label, with your names and tags. The counts next to the heading ("Approved 3", "Deprecated 1") open a short explanation of each label. A row's blue i icon shows your description, Qvasa's name for the metric, and your keywords. Search matches your names and keywords as well as Qvasa's.
Configure Table Columns. A table's own columns come first, then In your reporting terminology (library columns not yet on the table), then All other columns. Each library column shows your name with Qvasa's in grey and its label's tag. Your keywords find it in the search box. The blue icon shows your description, keywords and "Qvasa calls it …". The grey icon shows Qvasa's header and description.
Table headers. A column in your library uses your name as its header on every table, and its header tooltip gives your description followed by Qvasa's.
The filters lightbox. Filters in your library show your name, tag and description, and their keywords work in its search.
New widgets. A widget you add takes your name in its default title.
Claude and the API. Widget, column and filter answers carry your name, description, label and keywords alongside Qvasa's, so Claude answers in your team's words.
Troubleshooting
One table still shows the old header. A name typed on a single widget or table column wins over the library for that one widget. Clear it on that widget to pick up the library's name.
I can't find a widget or column to add. Only items your account can see are offered. A widget that isn't turned on for the account can't have an entry.
Our old "aliases" are gone. They became search keywords on the matching entries, so they still work in search. Find them in each entry's Search keywords.
Someone can't see a widget from our library. Widget access settings still decide who can add which widgets. A widget access allow list can be set to follow your reporting terminology, which allows every widget in your library automatically.