Create Ad Hoc Reports

Required Permissions — Allow WFO Ad Hoc Reporting, plus at least one report type permission (for example, Allow Viewing Call Reports)

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.

  1. In the NICE Uptivity Web Portal, click Reporting Ad Hoc Reports.
  2. Click the category for the report you want to create.
  3. Click Create a Report.
  4. Build the report using the Ad Hoc Report Builder.
  5. 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.

  6. Click Save.
    1. Select the Save Report Criteria checkbox.
    2. Enter a value in the Report Criteria Name field.
    3. For Access, select either Public or Private from the drop-down list. The default value is Private.
  8. Click Save again.

See Also