Create and save a new report instance

While scheduling, output format, and distribution report settings are identical to all report types, the parameter settings are unique to each report type. You can either accept the default parameters or customize them to meet your requirements.

At any point, to undo the most recent change to any report setting, click Revert.

Procedure

Select Reports > Requests & Results.
From the Report Selection pane on the left, select the report type with the instance you want to create.
Click the Parameters tab.
In the Parameters section, do one of the following:
- For Framework reports, define the parameters.
- For Interactions Product that assists contact centers increase operational effectiveness and improves the customer experience through full-time recording, powerful quality monitoring, compliance/liability management, rich reports, and an intuitive, dashboard-style interface. and Analysis reports, click the filter icon, and define the parameters.
  
  The combination of parameters used, such as date range, total number of organizations, or total number of employees in the selected organizations, affects the data retrieval and rendering time of the reports. If the report takes a long time to return results, limit the date range, organization selection, and other parameters.
In the Schedule section, define the report name, schedule and output format:
1. In the Name field, type a name for the report. This is the name assigned to the report instance.
2. Optional. In the Note field, type any comment
3. Define the schedule for the report:
  - To generate the report once on a specific date, select Run Once and then select the date and time.
  - To generate the report according to the scheduled frequency, select Recurring and then select the date and time, and the frequency at which to generate the report.
4. From the Output Format drop-down, select the format for the report as either HTML4, PDF or Excel.
In the Distribution section, do the following:
1. In the View List field, click the icon and define the employees who can view the instances of the report online.
  
  Only employees with View Report privileges are available for selection.
2. In the Email List field, define the email addresses to which to send the reports. You can send the report to any valid email address.
  
  Separate multiple email addresses with semi colons.
Click Save.

The report instance is added to the Instances tab with the date and time