Documentation:PSAAS:Recording:createreport:Julie

Create a New Report

Important

This content may not be the latest Genesys Engage cloud content. To find the latest content, go to Recording in Genesys Engage cloud.

New reports are based on an existing template.

Create a new report

1. Select Explore > Reports.
2. Select Templates.
3. Decide which report template will act as the basis of your new report.
4. Click the Preview link to see an example of the report template.
5. Click the Edit link associated with the template on which you want to base your new report. The Edit Report tab is opened. The name of the selected template appears in the Template list.
Important
You can change the template by selecting a different template from the Template list.
6. Configure the report as necessary using the available parameters at the top of the screen and under Interactions Filter on the left side of the screen. For additional information about each parameter refer to Report Parameters.
Important
Not all templates include Interactions Filter on the left side of the screen.
7. Click Run Report. The report appears at the bottom of the screen under that report parameters.
8. Optional: Click Save  to save the report. You do not have to save a report to run it. To create a report based on a saved report click Save As