PEC-REP/Current/RPRT/HRCXIGetStarted - Revision history

WikiSysop at 13:31, June 30, 2022

2022-06-30T13:31:59Z

Ed.jamer@genesys.com: Text replacement - "Genesys Engage [cC]loud" to "Genesys Multicloud CX"

2021-11-09T20:29:02Z

Text replacement - "Genesys Engage [cC]loud" to "Genesys Multicloud CX"

Tony.gilchrist@genesys.com: Published

2021-08-10T17:36:43Z

Published

Tony.gilchrist@genesys.com: Published

2021-04-01T14:04:07Z

Published

Tgilchri: Published

2020-08-11T12:49:21Z

Published

Tgilchri: Published

2020-08-11T12:48:24Z

Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:33:21Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "Genesys Engage Cloud" to "Genesys Engage cloud"

2020-07-15T12:06:52Z

Text replacement - "Genesys Engage Cloud" to "Genesys Engage cloud"

WikiSysop: Text replacement - "PureEngage" to "Genesys Engage"

2020-07-15T12:03:22Z

Text replacement - "PureEngage" to "Genesys Engage"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:45:33Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

@@ Line 146: / Line 146: @@
 |sectionHeading=Related Topics
 |alignment=Vertical
-|structuredtext=*See a {{Link-SomewhereInThisManual|topic=HRCXIIncludedReports|display text=complete list of available reports}}.
+|structuredtext=*View a {{Link-SomewhereInThisManual|topic=HRCXIIncludedReports|anchor=top|display text=complete list of available reports}}.
-*Learn how to {{Link-SomewhereInThisManual|topic=HRCXICustomizingReports|display text=customize reports}}.
+*Learn how to {{Link-SomewhereInThisManual|topic=HRCXIGetStarted|anchor=top|display text=generate historical reports}}.
-*Learn more about how to {{Link-SomewhereInThisManual|topic=HRCXIReadReports|display text=read and understand reports}}.
+*Learn how to {{Link-SomewhereInThisManual|topic=HRCXIReadReports|anchor=top|display text=read and understand reports}}.
 |Status=No
 }}
 |Status=No
 }}

@@ Line 14: / Line 14: @@
 |Media=Video
 |image=229633305
-|structuredtext=This video describes how to generate historical reports using Genesys CX Insights, a component of Genesys Engage cloud.
+|structuredtext=This video describes how to generate historical reports using Genesys CX Insights, a component of Genesys Multicloud CX.
 <br />

@@ Line 92: / Line 92: @@
 |Media=Image
 |image=HRGCXISubscribeReport.png
-|structuredtext={{AnchorDiv|schedulereport}}You can run a report regularly--every day, or every week, for example. Genesys CX Insights enables you to create ''Subscriptions'', which schedule the delivery of one or more reports into your Genesys CX Insights ''History List'', or send them to you automatically by email.
+|structuredtext={{AnchorDiv|schedulereport}}You can run a report regularly--every day, or every week, for example. Genesys CX Insights enables you to create ''Subscriptions'', which schedule the delivery of one or more reports into your Genesys CX Insights ''History List'', or send them to you automatically by email or SFTP.
+|structuredtextwide=<br />
 Depending on your access level and restrictions in your environment, and whether your email address is already configured in Genesys CX Insights, you may be able to schedule a report by following this procedure. However, you must be an administrator (or a member of the group “CX Insights report developers” or “CX Insights report editors”) to configure an email address. If your email address is not configured, contact your administrator to complete steps 2 and 3 for you (steps are available on the MicroStrategy website, in the article [https://community.microstrategy.com/s/article/KB30581-How-to-subscribe-other-users-to-reports-with KB30581]).
@@ Line 106: / Line 107: @@
 In some scenarios, email messages that notify you about scheduled reports can contain unexpected characters in the email subject line. If you encounter this issue, contact your administrator.
 |Status=No
 }}{{Section

@@ Line 3: / Line 3: @@
 |DisplayName=Generate historical reports
 |TocName=Generate historical reports
-|Context=Navigate in Genesys CX Insights so that you can access and run/generate historical reports, and control what data is included in reports.
+|Context=Navigate in Genesys CX Insights to access and run/generate historical reports, and control what data appears in reports.
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
 |Role=Administrator, Supervisor
 |Application=Reporting GCXI
 |Section={{Section
 |sectionHeading=Video: Generate Historical Reports using Genesys CX Insights
@@ Line 20: / Line 19: @@
 |structuredtextwide={{NoteFormat|'''What is a Historical Report?'''<br/><br/>
 '''Historical Reports''' are reports that track contact center and agent performance over a period of time. How far back in time you can look varies depending on the size and complexity of your contact center. By contrast, '''Real-time Reporting''' provides information about interactions that are taking place ''right now'' in the contact center.  If you are looking for real-time reporting, or want to learn more, see {{Link-Standalone|topic=PEC-REP/HIW|display text=What's the difference? — real-time and historical reporting}}|2}}
 |Status=No
 }}{{Section
 |anchor=AccessReports
 |alignment=Horizontal
 |Media=Image
 |image=HRGCXIOpenAReport.png
-|structuredtext=If you are already comfortable using CX Insights, go straight to a {{Link-SomewhereInThisManual|topic=HRCXIIncludedReports|anchor=top|display text=complete list}} of available reports.
+|structuredtext=If you are already comfortable using CX Insights, go straight to a {{Link-SomewhereInThisManual|topic=HRCXIIncludedReports|display text=complete list}} of available reports.
-Information on this page applies to ''both'' reports and dashboards, but for simplicity, refers to them simply as ''reports''.
+Information on this page applies to ''both'' reports and dashboards, but for simplicity, refers to them as ''reports''.
 #On the Genesys Portal, click the '''Reporting GCXI''' button on the '''All Apps''' or '''User''' tab.
-#If a page appears where you can select a server, choose the server on which to view reports (you probably have only one, but if more than one appears, and you are not sure which one to select, contact your administrator).
+#If a page appears where you can select a server, choose the server on which to view reports. You probably have only one server, but if more than one appears, and you are not sure which one to select, contact your administrator.
 #If prompted, enter your user name and password.
 #The Genesys CX Insights page appears. Click '''Shared Reports''' > '''CX Insights'''.
-#Reports are divided into subfolders based on function; select a sub-folder, for example '''Business Results'''.
+#Reports are divided into subfolders based on function; select a subfolder, for example '''Business Results'''.
 #From the listed reports and dashboards, either double-click, or right-click and choose '''Run'''. For example, '''Business Metrics Executive Report'''. The prompts for that report appear.
 #Select a date or date range, and optionally make selections for other prompts.
 #Click '''Run Report''' (or '''Run Dossier''', for a dashboard).
-#:The report appears. Note that you can filter, drill, and otherwise interact with many report values.
+#:The report appears. You can filter, drill, and otherwise interact with many report values.
 |structuredtextwide=Many reports offer a long list of prompts, but you don't have to make selections at all those prompts.
-For most reports, you can simply select a Report Date (or Start Time/Date and End Time/Date, depending on the report), or a value from the Pre-set Day Filter list, and click '''Run Report''' to generate the report. Note that selecting a Pre-set Day Filter value overrides any Report Date or Start / End selections.
+For most reports, you can select a Report Date (or Start Time/Date and End Time/Date, depending on the report), or a value from the Pre-set Day Filter list, and click '''Run Report''' to generate the report. Selecting a Pre-set Day Filter value overrides any Report Date or Start / End selections.
 For more information about prompts, see {{Link-SomewhereInThisManual|topic=HRCXIGetStarted|anchor=ControlWhatData|display text=Controlling what data appears in a report}}.
 |Status=No
 }}{{Section
@@ Line 54: / Line 50: @@
 |Media=Image
 |image=HRGCXPrompts.png
-|structuredtext=In many cases, you may want to restrict what data is gathered into a report; for example:
+|structuredtext=You can restrict what data GCXI gathers into a report; for example:
-*If your environment contains a very large amount of data, some reports can become very long.
+*If your environment contains a large amount of data, some reports can become excessively long.
-*You might want to see a report about just one aspect of the contact center, such as a single agent group.
+*You require a report that focuses on just one aspect of the contact center, such as a single agent group.
 When you open any report, the report prompts appear, where you can customize the data that is taken into the report. The prompts available are specific to each report&mdash;the example shown here pertains to the Agent Conduct Report:
-*For each prompt, enter or select appropriate values.  Each prompt provides either a drop-down list or a search field and accompanying button.
+*For each prompt, enter or select appropriate values.  Each prompt provides either a list or a search field and accompanying button.
-*Use the Index, to the left of the prompts input area, to quickly jump to any section of the prompts.
+*Use the Index, on the left side of the prompts input area, to go to any section of the prompts.
-|structuredtextwide=In many cases, the default values are appropriate; if in doubt about a given prompt's effect, see the descriptions given below, or try running the report with default values to get a better idea of the result.
+|structuredtextwide=The default values are often appropriate. If you are unsure about a prompt's effect, see the descriptions given below, or try running the report with default values to get a better idea of the result.
 For example, for the '''Agents / Agent Conduct Report''', you can make the following selections:
@@ Line 89: / Line 85: @@
 {{!}}}
 Each report has a unique set of prompts from which you can select values for the attributes used in the report.
 |Status=No
 }}{{Section
@@ Line 97: / Line 92: @@
 |Media=Image
 |image=HRGCXISubscribeReport.png
-|structuredtext={{AnchorDiv|schedulereport}}You may find that you want to run a given report regularly--every day, or every week, for example. Genesys CX Insights enables you to create ''Subscriptions'', which schedule the delivery of one or more reports into your Genesys CX Insights ''History List'', or send them to you automatically by email.
+|structuredtext={{AnchorDiv|schedulereport}}You can run a report regularly--every day, or every week, for example. Genesys CX Insights enables you to create ''Subscriptions'', which schedule the delivery of one or more reports into your Genesys CX Insights ''History List'', or send them to you automatically by email.
-Depending on your access level and restrictions in your environment, and whether your email address is already configured in Genesys CX Insights, you may be able to schedule a report by following these steps. However, you must be an administrator (or a member of the group “CX Insights report developers” or “CX Insights report editors”) to configure an email address. If your email address is not configured, contact your administrator to complete steps 2 and 3 for you (steps are provided by MicroStrategy, in the article [https://community.microstrategy.com/s/article/KB30581-How-to-subscribe-other-users-to-reports-with KB30581]).
+Depending on your access level and restrictions in your environment, and whether your email address is already configured in Genesys CX Insights, you may be able to schedule a report by following this procedure. However, you must be an administrator (or a member of the group “CX Insights report developers” or “CX Insights report editors”) to configure an email address. If your email address is not configured, contact your administrator to complete steps 2 and 3 for you (steps are available on the MicroStrategy website, in the article [https://community.microstrategy.com/s/article/KB30581-How-to-subscribe-other-users-to-reports-with KB30581]).
 #Log in to CX Insights.
@@ Line 111: / Line 106: @@
 In some scenarios, email messages that notify you about scheduled reports can contain unexpected characters in the email subject line. If you encounter this issue, contact your administrator.
 |Status=No
 }}{{Section
 |sectionHeading=Related Topics
 |alignment=Vertical
-|Media=
+|structuredtext=*See a {{Link-SomewhereInThisManual|topic=HRCXIIncludedReports|display text=complete list of available reports}}.
-|image=
+*Learn how to {{Link-SomewhereInThisManual|topic=HRCXICustomizingReports|display text=customize reports}}.
-|structuredtext=*See a {{Link-SomewhereInThisManual|topic=HRCXIIncludedReports|anchor=top|display text=complete list of available reports}}.
+*Learn more about how to {{Link-SomewhereInThisManual|topic=HRCXIReadReports|display text=read and understand reports}}.
 |Status=No
 }}
 |Status=No
 }}

@@ Line 19: / Line 19: @@
 <br />
 |structuredtextwide={{NoteFormat|'''What is a Historical Report?'''<br/><br/>
-'''Historical Reports''' are reports that track contact center and agent performance over a period of time. How far back in time you can look varies depending on the size and complexity of your contact center. By contrast, '''Real-time Reporting''' provides information about interactions that are taking place ''right now'' in the contact center.  If you are looking for real-time reporting, or want to learn more about what the difference is, see {{Link-Standalone|topic=PEC-REP/HIW|display text=What's the difference? — real-time and historical reporting}}|2}}
+'''Historical Reports''' are reports that track contact center and agent performance over a period of time. How far back in time you can look varies depending on the size and complexity of your contact center. By contrast, '''Real-time Reporting''' provides information about interactions that are taking place ''right now'' in the contact center.  If you are looking for real-time reporting, or want to learn more, see {{Link-Standalone|topic=PEC-REP/HIW|display text=What's the difference? — real-time and historical reporting}}|2}}
 |FAQHeading=
 |Status=No

PEC-REP/Current/RPRT/HRCXIGetStarted - Revision history

WikiSysop at 13:31, June 30, 2022

Ed.jamer@genesys.com: Text replacement - "Genesys Engage [cC]loud" to "Genesys Multicloud CX"

Tony.gilchrist@genesys.com: Published

Tony.gilchrist@genesys.com: Published

Tgilchri: Published

Tgilchri: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "Genesys Engage Cloud" to "Genesys Engage cloud"

WikiSysop: Text replacement - "PureEngage" to "Genesys Engage"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"