PEC-WFM/Current/Supervisor/ReportingMdl - Revision history

Mary.hachey@genesys.com: Published

2021-02-23T15:02:18Z

Published

Mhachey: Published

2020-09-11T17:39:08Z

Published

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

2020-07-25T02:36:33Z

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

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

2020-07-15T11:49:09Z

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

Bgrenon: Published

2020-06-08T15:29:37Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Reports
|TocName=Reports
|Context=View and generate a variety of WFM reports.
|ComingSoon=No
|Platform=PureEngage
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=Use the Reports views to generate a variety of Configuration, Policies, Calendar, Forecast, Schedule, Performance, Adherence, and Audit detailed reports, based on WFM data. Once generated, the reports appear in the Report Viewer.

See the {{Link-SomewhereInThisManual|topic=RptsLst|anchor=top|display text=Reports List}} for details about the reports available.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Report Viewer features
|anchor=RptVwrFts
|alignment=Vertical
|Media=
|image=
|structuredtext=With the Report Viewer, you can:

*{{Link-SomewhereInThisManual|topic=ReportingMdl|anchor=VwgRpts|display text=View}} all information contained in the report.
*{{Link-SomewhereInThisManual|topic=ReportingMdl|anchor=PrntgRpts|display text=Print}} the report. You can create many reports in CSV (comma-separated values) format, which is easily opened with spreadsheet software.
*{{Link-SomewhereInThisManual|topic=ReportingMdl|anchor=ExptRptsLclFls|display text=Export}} the report to a local file.
*{{Link-SomewhereInThisManual|topic=ReportingMdl|anchor=UsgRptsTmplts|display text=Regenerate}} the report, using the same or modified settings.
*{{Link-SomewhereInThisManual|topic=ReportingMdl|anchor=RvwgRpts|display text=Review}} an already generated report.

{{AnchorDiv|VwgRpts}}
===Viewing reports===
To view all pages of a multi-page report, use the following navigation buttons on the Reports Viewer's toolbar (these look like the physical buttons on video or Compact Disk players):

*To move one page forward or back, click '''>''' or '''<''' (respectively).
*To jump to the final page or back to the first page, click '''>{{!}} ''' or
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Printing reports
|anchor=PrintingReports
|alignment=Vertical
|Media=
|image=
|structuredtext=To print a copy of a report, click the Printer icon on the Report Viewer toolbar.

{{NoteFormat|Do not use WFM to print reports that you create in ".csv friendly format," because the result may be truncated. To print such a file correctly, open it in a program that reads the .csv format, and then print it.|2}}

{{AnchorDiv|ExptRptsLclFls}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Exporting reports to local files
|anchor=ExptRptsLclFls
|alignment=Vertical
|Media=
|image=
|structuredtext=#Click the '''Save As''' button on the '''Actions''' toolbar.
#:A dialog box appears.
#Select a report format from the '''Report Format''' drop-down list.
#Click '''OK''' or '''Apply'''.
#If a '''File Download''' dialog box appears, click '''Save''' or '''OK'''.
#:This confirms that you want to save (not open) the file and displays a final dialog box.
#Adjust the report's destination folder and file name.
#Click '''Save''' or '''OK'''.

{{AnchorDiv|UsgRptsTmplts}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Using reports as templates
|anchor=UsgRptsTmplts
|alignment=Vertical
|Media=
|image=
|structuredtext=You can define and generate a new report based on the current report's settings (including all of your selections in the Reports Wizard).

#Click the '''Use as Template''' button on the '''Actions''' toolbar.
#:The current report's first wizard screen appears. Each screen retains the last selections you made.
#Proceed through the wizard screens, changing your selections as necessary on each screen.
#Click '''Finish''' on the last screen.
#:The Report Viewer displays the new report.

{{AnchorDiv|RvwgRpts}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Reviewing reports
|anchor=RvwgRpts
|alignment=Vertical
|Media=
|image=
|structuredtext=Once a report has been generated, you can reopen and review it without regenerating it:

#In the '''Objects''' pane, click the report name or expand its expand/collapse control.
#:Any generated copies of this report appear in the tree, labeled by the date and time they were generated.
#Double-click a generated report to review it.
#:The report opens in the Report Viewer.

Copies of generated reports remain in the Objects tree until you either close them or exit WFM Web.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Closing reports
|anchor=ClosingReports
|alignment=Vertical
|Media=
|image=
|structuredtext=To close a displayed report:

*Click the '''Close''' button ([[File:WM_851_icon-close.png]]) on the '''Actions''' toolbar.

This clears the working pane and removes this report (whether standard or generated) from the Objects tree. However, your last Reports branch remains selected in the Modules tree.
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 38: / Line 38: @@
 {{NoteFormat|Do not use WFM to print reports that you create in &quot;.csv friendly format,&quot; because the result may be truncated. To print such a file correctly, open it in a program that reads the .csv format, and then print it.|2}}
 |Status=No
 }}{{Section
@@ Line 53: / Line 51: @@
 #Adjust the report's destination folder and file name.
 #Click '''Save''' or '''OK'''.
 |Status=No
 }}{{Section
@@ Line 67: / Line 63: @@
 #Click '''Finish''' on the last screen.
 #:The Report Viewer displays the new report.
 |Status=No
 }}{{Section

@@ Line 6: / Line 6: @@
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical
 |structuredtext=Use the Reports views to generate a variety of Configuration, Policies, Calendar, Forecast, Schedule, Performance, Adherence, and Audit detailed reports, based on WFM data. Once generated, the reports appear in the Report Viewer.
 See the {{Link-SomewhereInThisManual|topic=RptsLst|anchor=top|display text=Reports List}} for details about the reports available.
 |Status=No
 }}{{Section
@@ Line 23: / Line 16: @@
 |anchor=RptVwrFts
 |alignment=Vertical
 |structuredtext=With the Report Viewer, you can:
@@ Line 39: / Line 30: @@
 *To move one page forward or back, click '''&gt;''' or '''&lt;''' (respectively).
 *To jump to the final page or back to the first page, click '''&gt;{{!}} ''' or
 |Status=No
 }}{{Section
@@ Line 46: / Line 35: @@
 |anchor=PrintingReports
 |alignment=Vertical
 |structuredtext=To print a copy of a report, click the Printer icon on the Report Viewer toolbar.
@@ Line 53: / Line 40: @@
 {{AnchorDiv|ExptRptsLclFls}}
 |Status=No
 }}{{Section
-|sectionHeading=Exporting reports to local files
+|sectionHeading=Exporting and saving reports to local files
 |anchor=ExptRptsLclFls
 |alignment=Vertical
 |structuredtext=#Click the '''Save As''' button on the '''Actions''' toolbar.
 #:A dialog box appears.
@@ Line 72: / Line 55: @@
 {{AnchorDiv|UsgRptsTmplts}}
 |Status=No
 }}{{Section
@@ Line 79: / Line 60: @@
 |anchor=UsgRptsTmplts
 |alignment=Vertical
 |structuredtext=You can define and generate a new report based on the current report's settings (including all of your selections in the Reports Wizard).
@@ Line 90: / Line 69: @@
 {{AnchorDiv|RvwgRpts}}
 |Status=No
 }}{{Section
@@ Line 97: / Line 74: @@
 |anchor=RvwgRpts
 |alignment=Vertical
 |structuredtext=Once a report has been generated, you can reopen and review it without regenerating it:
 #In the '''Objects''' pane, click the report name or expand its expand/collapse control.
-#:Any generated copies of this report appear in the tree, labeled by the date and time they were generated.
+#;Any generated copies of this report appear in the tree, labeled by the date and time they were generated.
 #Double-click a generated report to review it.
-#:The report opens in the Report Viewer.
+#;The report opens in the Report Viewer.
 Copies of generated reports remain in the Objects tree until you either close them or exit WFM Web.
-|structuredtextwide=
+|Status=No
-|FAQHeading=
+}}{{Section
 |Status=No
 }}{{Section
@@ Line 114: / Line 103: @@
 |anchor=ClosingReports
 |alignment=Vertical
 |structuredtext=To close a displayed report:
@@ Line 121: / Line 108: @@
 This clears the working pane and removes this report (whether standard or generated) from the Objects tree. However, your last Reports branch remains selected in the Modules tree.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=View and generate a variety of WFM reports.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Prereq=
 |Section={{Section

PEC-WFM/Current/Supervisor/ReportingMdl - Revision history

Mary.hachey@genesys.com: Published

Mhachey: Published

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

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

Bgrenon: Published

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

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