Create Ad Hoc Reports
Overview
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 create an ad hoc report.
For more information, see Ad Hoc Reports Overview.
- In the NICE Uptivity Web Portal, click Reporting Ad Hoc Reports.
- Click the category for the report you want to create.
- Click Create a Report.
- Build the report using the Ad Hoc Report Builder.
- Optional: Click Preview to see how the report, charts, or both will render.
The Preview button appears only after you have added at least one field to the report.
- Click Save.
-
Optional: Save Report Criteria
- Select the Save Report Criteria checkbox.
- Enter a value in the Report Criteria Name field.
- For Access, select either Public or Private from the drop-down list. The default value is Private.
- Click Save again.
See Also
- Ad Hoc Report Builder — for information on the components of this tool
- Uptivity Data Overview — for an introduction to the data fields used in Uptivity