Create report

Define which information the report is supposed to contain. The created report is displayed as a widget on the dashboard.

  1. Click on the button Create report.
  2. In the field Title, enter an unambiguous name for the report.
Create report - detail view (example)
Create report - detail view (example)
  1. Depending on the parameters to be displayed in the report, there are different configuration options:

Option/Function

Description

KPI, Selected User

KPIs are used to measure and/or identify critical factors regarding one, several or all users, see KPI and selected user.

Widget, View Option

Display a report graphically or as number, see Widget and view options

Conversation Type

Conversation types are required to display and break up the KPI types Total Number and Recorded Calls To Total in detail, see Conversation Type.

Value Type

A value is required depending on the selected KPI type and the selected widget, see Value Type

Time Format, Cycle

The time format defines the period of time for which the report result is supposed to be created, see Time format.

  1. Click on the button Save to save the entries.
    Click on the button Cancel to discard the entries.