Policies Reports

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Use the Policies Reports to summarize data about policy objects.

Related documentation:

Policies reports summarize the properties of agents, contracts, shifts, and rotating patterns.

The Policies reports are:

To create a report, click that report's link (above) and follow the steps.

For a complete list of all WFM reports, see the Reports List.

Security restrictions

You can view and print reports only for those sites for which you have security access.

Date restrictions

For reports whose wizard includes a Date Range screen:

  • If you select weekly or monthly granularity, the Start Date and End Date selectors may be constrained to particular days (to the week's start and end days, or to the selected month's first and last days).
  • If you enter dates that do not match these constraints and click Next, an error message alerts you to change your selection.
  • If you select intra-day granularity, the End Date selector is disabled.
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