Instances page
The Instances page shows a tabular grid of all instances for a selected report type and action buttons to manage the instances.
The term One to five words that are meaningful to a specific type of business, or phrases that stand out in interactions in Speech and Text Analytics. instance refers to a saved report that is scheduled to be generated with or without recurrence, or an unmanaged report generated on demand.
Report instance information
The instances are organized according to the date and time they are generated, with the most recent instance displayed first. You can sort the instances by any column.
For each report instance, you can see key details such as the name, status, format, and the owner who generated it.
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Name: the name defined in the report settings. The date and time of report generation is automatically added to the name. The term “Unmanaged” in the suffix indicates that the report was generated on-demand and then saved for later viewing. Unmanaged report instances do not have schedule or recurrence settings.
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Date/Time: the date and time the instance was run, according to local time Time axis in the system that refers to the time on the clock in the location where the operation occurred..
For Framework reports, the dates appear in the format defined in the preferences.
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Format: the display format of the report instance.
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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 Analytics report types, the format is always set to Snapshot
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For Framework report types, the available formats are HTML 5.0, PDF or Excel
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Status: the status of the report instance, and can be one of the following:
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Success: the report has successfully completed its run.
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Failed: the report failed to be generated.
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Owner: the name of the logged-in user who generated the report.
Report management
The buttons at the bottom grid allow you to manage all or specific report instances.
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View: open the report in a new browser window for viewing online. Optionally, export the data to the required format.
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Delete: delete one or more report instances.