Custom Reports on the Fly
With our contact center solution, reports are generated when and how you want. Whether your reports are created at the spur of the moment or scheduled for delivery at a predetermined time, reports include exactly the data you request.
Put It on the Schedule
Scheduled reports are delivered periodically with the preset values that were defined at the time of scheduling. Your system administrator defines the report schedule by specifying recurrence (e.g., hourly, daily, weekly, monthly), a start date, and an end date. Various parameters, such as time frame and the names of the agents associated with the report data, are defined for a report at the time of scheduling.
Report Column Configuration
Scheduled reports also store the configuration of report columns. When a new scheduled report is created, the columns are selected from the most recently run ad-hoc report that uses the same template (typically, the most recently run report by the same user). Once saved, the scheduled report columns are saved in in the scheduled report definition, where they can be edited. It’s easy to change the report column configuration, even after the report has been generated. Changing ad-hoc report columns has no effect on scheduled reports.
- Reports can be scheduled or generated ad-hoc
- Report parameters (recurrence, dates, names) are defined during scheduling
- Column configuration can be saved for reports
- Scheduled reports are delivered periodically at specified times
Learn More About Reporting & Analytics
We are happy to answer questions and discuss specific workflows and requirements on a live presentation online or set up a pilot project to trial the solution without paying any license fees