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• 5.3 • 5.8

Report Generation Controls

For any report in the Contact Center Administrator application's Reports section, the following buttons and links are available for scheduling, generating, customizing, renaming, and copying reports. These controls are described in detail in the Reporting Reference Guide.

Schedule this report for distribution

Opens the dialog for setting the report schedule and parameters, and setting delivery methods (i.e., email and/or FTP).

For more information, see the Reporting Reference Guide, section Scheduling Reports.

Run Report

Generates the report and opens it in a separate browser tab or window, where you can view results, sort/filter results, zoom in/out, customize display, schedule reports, and export in different formats (PDF, XLS, CSV, TXT).

Note that “Run Report” is not available for CSV reports; clicking “Run Report” for a CSV report will do nothing.

For more information, see the Reporting Reference Guide, section Report Generation - How to Run Reports.

Customize

Opens the Report Customizer application in a separate browser tab or window, for customization of report column placement, column names, and more.

For more information, see the Reporting Reference Guide, section Report Generation - How to Customize Reports.

Rename

Lets you edit the “Report name” and “Description” for the selected report.

For more information, see the Reporting Reference Guide, section Report Generation - How to Rename Reports.

Clone

Creates a copy of the report and displays the report as “Clone of <report_name>” in the list of reports.

For more information, see the Reporting Reference Guide, section Report Generation - How to Clone Reports.




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