Create/Edit a Custom Report Template

Required security profile permissions Custom Reports Create

Create a Custom Report Template

  1. If you want to apply a header to the top of all reports generated by this template, create the header first.
  2. In the Reporting application, click Custom ReportingReport Templates.

  3. Click Create New.

  4. Select a Create option. Provide a Name, Description, Category, and Type for the template if needed. Note that Global Type templates may only be copied and not edited.

  5. Click Next.

  6. Select a Date Range, Start/End Time, Time Zone, Time Format, Percent Format, and provide any desired Output Format specifications. If you want to add a header to the top of the generated report, select the header you want in the Report Template Header Name drop-down. Click Next.

    The NICE inContact system stores 25 months of contact summary data and 90 days of contact detail data. You can only run 30 days of data at a time.

    It also stores only two rolling days' worth of hourly intraday contact detail data.

  7. Specify a Paradigm, Model, and Perspective. When you select a Perspective, all Fields and Metrics that do not relate to it disappear.

  8. Select the Fields and Metrics you want the report to display. To do so, click the plus sign beside Attributes, Contact Detail Attributes, or Agent Detail Attributes for Fields or beside Amount, Time, Percent, or Count for Metrics. Select the checkbox of each feature or metric you want the report to display.

  9. You can specify the order in which the features and metrics will appear in the report by using the Selected Metrics box. To move a metric up or down, click it and press one of the following buttons:

    • Up 1 – Moves the metric one space higher on the list

    • Down 1 – Moves the metric one space lower on the list

    • Up All – Moves the metric to the top of the list

    • Down All – Moves the metric to the bottom of the list

    To remove features or metrics from the report, clear the corresponding checkbox. You can also remove metrics by double-clicking them in the Selected Metrics list.

  10. Click Next.

  11. Click Save to save your new report template. To return to another section of the template wizard, click Back. To discard your new report template, click Cancel. To run the report now, click Run.

    Reports run this way may contain up to 13 months of data and time out after running for three minutes. Running a report with more data or that takes longer requires that you schedule it.

Edit a Custom Report Template

  1. Use the search feature at the top of the table, the page navigation at the bottom, or the sort feature to locate the template you want to modify. Click anywhere in the row of the template to open it. When the Details page opens, click Edit.

  2. Select a Name, Description, Category, and Type for the template if needed. Note that Global Type templates may only be copied and not edited.

  3. Click Next.

  4. Click Parameters, then Edit. Select a Date Range, Start/End Time, Time Zone, Time Format, Percent Format, and provide any desired Output Format specifications. If you want to add a header to the top of the generated report, select the header you want in the Report Template Header Name drop-down. Click Next.

    The system stores 25 months of contact summary data and 90 days of contact detail data. You can only run 30 days of data at a time.

    It also stores only two rolling days' worth of hourly intraday contact detail data.

  5. Click Fields, then Edit. Specify a Paradigm, Model, and Perspective. When you select a Perspective, all Fields and Metrics that do not relate to it disappear.

  6. Select the Fields and Metrics you want the report to display. To do so, click the plus sign beside Attributes, Contact Detail Attributes, or Agent Detail Attributes for Fields or beside Amount, Time, Percent, or Count for Metrics. Select the checkbox of each feature or metric you want the report to display.

  7. You can specify the order in which the features and metrics will appear in the report by using the Selected Metrics box. To move a metric up or down, click it and press one of the following buttons:

    • Up 1 – Moves the metric one space higher on the list

    • Down 1 – Moves the metric one space lower on the list

    • Up All – Moves the metric to the top of the list

    • Down All – Moves the metric to the bottom of the list

    To remove features or metrics from the report, clear the corresponding checkbox. You can also remove metrics by double-clicking them in the Selected Metrics list.

  8. Click Next.

  9. Click Done.

    Reports run this way may contain up to 13 months of data and time out after running for three minutes. Running a report with more data or that takes longer requires that you schedule it.