Create report

A report is a visual display of captured data or information generated from different recordings, events or activities. Reports offer a summary of certain aspects or events including recorded communication activities, user actions or system events. Reports allow you to quickly obtain an overview of relevant information, to identify trends or to monitor compliance requirements.

You can define which information the report is to contain and how it is displayed. The created report is displayed as a widget on the dashboard.

The completed fields and the content selected in drop-down lists define how the report will look. Depending on the preselection, fields and lists are adjusted dynamically to limit options for more user-friendliness.

  1. Click on the button Create Report to create a report.
Create report - detail view (example)
Create report - detail view (example)

Field / Drop-down list

Description

Header

Here, you can enter a descriptive title for the report.

The title serves to identify the report and to briefly describe the content.

KPI

KPI (key performance indicator)

Here, you can select a key performance indicator to define the focus of the report, see KPI.

  • Recording: Total number of recorded communication activities.
  • Audit logs: Reports of different audit events.
  • Analytics: Reports of calls based on keywords, categories or policy hits.
  • Wallboard: Overview of different live KPIs.

Selected User

Here, you can define the users or user groups from which information is supposed to be extracted for the report, see Selected User.

By selecting users, the report will focus on certain users or groups only.

Widget

Here, you can select the widget to visualize the data in the report, see Widget and view options

  • Number: One metrical value for a quick overview.
  • Spline: Dots on a line to analyze trends.
  • Simple Bar: Vertical bars to compare categories.
  • Stacked Bar: Stacked bars to visualize shares and total number.
  • Doughnut: Pie chart with ring segments to indicated percentages.
  • Pie: Pie chart to indicated percentages.

View Option

Here, you can select the view option to adjust the way data is displayed in the report, see Widget and view options

  • View Option Number: Displays data as absolute number.
  • Time: Displays the evolution of the data over time.
  • Keymap: Displays the percentage or shares of data.
  • User: Activities or performance with regard to users or groups.
  • Total: Overall view of data without filters or restrictions.

Conversation Type

Here, you can select the conversation type to define which type of recordings are supposed to be assessed, see Conversation type

  • = Inbound Calls: Calls coming in from external numbers.
  • = Outbound Calls: Calls going out to external numbers.
  • = Meetings: Meetings with several users or conferences.
  • = Internal Calls: Calls within the organization.
  • = Chat: Conversations in text form.
  • = Uploaded Calls: manually uploaded files.

Value Type

Here, you can select a value to define the issued data unit, see Value Type.

  • Count: Total number of calls in the selected context.
  • Duration/min: Total duration of the calls in minutes.

Time Format

Here, you can select the Time Format and thus the period of time that the report is supposed to cover, see Time format.

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