Generate Ad Hoc Reports

OverviewClosed

Ad hoc reporting enables you to analyze data and create custom, reusable reports. Users control what data is included in a report and how that data appears.

This topic explains how to generate an ad hoc report.

For more information, see Ad Hoc Reports Overview.

  1. Click Reporting/Analytics WFO.
  2. Click the category for the report you want to edit.
  3. Double-click the report you want to edit, or click View on the row for that report.
  4. Review the report criteria and make any applicable changes.
    Alternative: Apply Saved CriteriaClosed

    Click the triangle icon to expand the Saved Search Criteria section and then click a saved criteria set to load those settings. You can edit the saved settings if needed.

  5. Click Generate Report.

See Also

  • Ad Hoc Reports List — for information on the fields and information shown on this page
  • Report Layout and Design Reference — for information on the settings and controls in the on-screen report view
  • inContact WFO Data Overview — for an introduction to the data fields used in inContact WFO