Call Center provides a robust set of reports.
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Note: Agents can only request reports about themselves.
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Run Report
On the Call Center main page, click the Reporting link.
In the Report window, select the report type you want.
In the dialog box that appears, enter the required information.
Click Submit. The report appears in the Report window.
Refresh Report
Only real-time reports can be refreshed to show the most recent data.
To refresh a report, click Refresh.
Print or Export Report
You can print a CCRS report or export it to a file that can be opened in Excel or in a text editor.
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At the bottom of the report, click Export and select Excel XML or CSV format.
Specify the location where you want to save the file.
Run Enhanced Report
On the Call Center main page, click the Reporting link.
In the Reportwindow, select the report type you want.
In the dialog box that appears, enter the required information.
Click Run Report. The report appears in the Report Window.
Schedule Enhanced Report
On the Call Center main page, click the Reporting link.
In the Report window, select the report type you want.
In the dialog box that appears, enter the required information.
For Type, select Scheduled.
Provide the name and the description of the report.
Specify the recurrence pattern of the report and the report time frame.
Enter the e-mail addresses of the recipients of the report.
Enter the remaining parameters.
Click Schedule Report. The report is scheduled. It will run at the specified times and will be sent to the recipients configured in the report schedule.
Manage Scheduled Reports
On the Call Center main page, click the Reporting link.
From the drop-down list, select Scheduled Reports. A Scheduled Reports dialog box appears, listing the reports that you have scheduled.
To edit a report, click the Load icon in the row for the report and modify the report as required.
To delete a report, click the Delete icon in the row for the report.