Customize reports

• 

• Administrator
• Supervisor

Modify out-of-box reports to customize them for your business needs.

Information on this page applies to both reports and dashboards, but for simplicity, refers to them simply as reports.  

Related documentation:

• How Reporting works
• Get started with Genesys CX Insights
• Suite-level guide
• All services
• Genesys Customer Experience Insights Release Notes

RSS:

• For private edition

The out-of-box historical reports are flexible enough for most business needs. However, Genesys CX Insights is highly customizable, allowing you to create customized reports, or modify copies of the out-of-box reports (you can save your reports in the Custom or My Reports folders). Genesys does not support customization of the underlying metadata.

Modifying reports can be an involved process, and is recommended for advanced users only. For help, contact Genesys.

Video: Creating and editing reports

This video describes how to customize historical reports in Genesys CX Insights.

Creating and editing reports

The easiest way to create a new report is to save a copy of an existing report to edit. Begin by browsing through the reports that are provided out-of-box, and select the one that most closely resembles what you'd like to create.

1. Log in with an account having Administrator privileges.
2. Open and run the report you want to modify.
3. In the Save As editor:
   1. Click Report Home > Save As.
   2. In the Save in field, choose either: Shared Reports > Custom — to make the new report accessible to other users, or My Reports — to make the new report accessible only to you.
   3. Enter a Name for the report, and optionally modify the Description, or Advanced Options.
   4. Click OK.
4. In the Report Saved editor, click Run newly saved report.
5. The prompts page opens; make appropriate selections and click Run Report. You can now modify the report.
6. In the menu, click Grid > Design to view the Report Objects Editor (if it's not already visible).
7. Once you have finished editing the report, click Save.

In addition to the many options available when you right-click various areas of the report, you can reorganize the data already in the report by dragging and dropping, add new objects by dragging them into the report from the editor on the left, and so on. It is helpful to enable on-screen buttons (Tools > Search Buttons / Pivot Buttons, for example).

For information about additional metrics and attributes you can use in reports, see the Genesys CX Insights Projects Reference Guide.

Tip

Double-counting — Note that interactions pertaining to an object are attributed to each group of which the object is a member. So, in scenarios where an agent is a member of more than one Agent Group, interactions are counted against each group, and can therefore appear more than once in historical reports. The same holds true for Queues that are members of more than one Queue Group; interactions that are attributed to such a queue are reported against both queue groups. This can cause unexpected results in your custom reports.

Blending data from other sources

Genesys CX Insights supports data blending from uploaded files. Using MicroStrategy Web, you can import data from Excel or CSV files, and use it to create reports or dashboards. Note that data blending requires advanced knowledge, specific account privileges, and an environment configured to support data import. Talk to your administrator about enabling this functionality for your use.

Learn more

Advanced users can learn more about creating and customizing reports by accessing MicroStrategy documentation (MicroStrategy is the underlying engine that drives Genesys CX Insights). Log in to Genesys CX Insights, click the menu next to your user name, and click Help to access the latest online MicroStrategy user guides and manuals, or go straight to the MicroStrategy Community Search Page and enter your search terms there.

Related Topics:

• See a complete list of available reports.
• Learn how to generate historical reports.
• Learn how to read and understand reports.
• View detailed information about the metrics and attributes that can be used to customize reports: Genesys CX Insights Projects Reference Guide