How do I access historical reports?
This page describes how you can navigate in CX Insights, how you can access and run/generate historical reports, and how you can control what data is included in reports. You can also go straight to a complete list of available reports.[+] Tip: What browsers are supported by Genesys CX Insights?
Video: How do I generate Historical Reports using Genesys CX Insights?
This video describes how to generate historical reports using GXCI, a component of Genesys Cloud.[+] Tip: What is a Historical Report?
How do I access historical reports?
- On the Genesys Portal, click the Reporting button. (It's a big green button on the All Apps or User tab.)
- If a page appears where you can select a server, choose the server on which to view reports (you probably have only one, but if more than one appears, and you are not sure which one to select, contact your administrator).
- If prompted, enter your user name and password.
- The Genesys CX Insights page appears. Click Shared Reports > CX Insights.
- Reports are divided into subfolders based on function; select a sub-folder, for example Business Results.
- From the listed reports, either double-click a report, or right-click and choose Run. For example, Business Metrics Executive Report. The prompts for that report appear.
- Select a date or date range, and optionally make selections for other prompts.
- Click Run Report.
The report appears. Note that you can filter, drill, and otherwise interact with many report values.
For most reports, you can simply select a Report Date (or Start Time/Date and End Time/Date, depending on the report), or a value from the Pre-set Day Filter list, and click Run Report to generate the report. Note that selecting a Pre-set Day Filter value overrides any Report Date or Start / End selections.For more information about prompts, see How do I control what data appears in a report?
As you browse in Genesys CX Insights, clickable breadcrumbs are displayed at the top and bottom of the page:
Shared Reports > CX Insights > Business Results
Click any word in the breadcrumb to return to that folder.
In most cases, what you are looking for will be found in the Shared Reports folder.
- Shared Reports—Reports and dashboards stored in the Shared Reports are available to other users (access privileges permitting).
- My Reports—Reports stored in your private folders, such as My Reports, are visible only to you.
If you're not sure what folder to look in, or the name of the report to look for, you can use the search feature to easily find all relevant reports:
- At the top of the page, click the magnifying glass to open the search window.
- Select a folder (for example Shared Reports) in which to search, enter a search term (for example Callback), and press Enter (or click the magnifying glass).
- For more powerful search options, click Refine. Advanced search options appear, which you can use to refine your search based on various criteria, such as onbject type, owner, date, or description.
How do I control what data appears in a report?
In many cases, you may want to restrict what data is gathered into a report; for example:
- if your environment contains a very large amount of data, some reports can become very long.
- if you want to see a report about just one aspect of the contact center, such as single agent group.
When you open any report, the report prompts appear, where you can customize the data that is taken into the report. The prompts available are specific to each report—the example shown here pertains to the Agent Conduct Report:
- For each prompt, enter or select appropriate values. Each prompt provides either a drop-down list or a search field and accompanying button.
- Use the Index, to the left of the prompts input area, to quickly jump to any section of the prompts.
For the Agents / Agent Conduct Report, you can make the following selections:
How do I subscribe to a report?
You may find that you want to run a given report regularly--every day, or every week, for example. Genesys CX Insights enables you to create Subscriptions, which schedule the delivery of one or more reports into your Genesys CX Insights History List, or send them to you automatically by email.
Depending on your access level and restrictions in your environment, and whether your email address is already configured in Genesys CX Insights, you may be able to schedule a report by following these steps. However, you must be an administrator (or a member of the group “CX Insights report developers” or “CX Insights report editors”) to configure an email address. If your email address is not configured, contact your administrator to complete steps 2 and 3 for you (steps are provided by MicroStrategy, in the article KB30581).
- Log in to CX Insights.
- Click your user name, select Preferences, and click E-mail Addresses.
- In the Email Addresses list, click Add a New Address. Enter the Address Name (a short name to identify the account), the Physical Address (the email address), and choose the Device (the type of email, such as Microsoft Outlook). Click Save.
- In the breadcrumbs, click CX Insights to return to the Home page.
- Open the Shared Reports folder, and navigate to the report you want to schedule.
- Hover over the report name/description, and several options appear below the description. Click Subscriptions.
- On the My Subscriptions page, scroll down and click Add email subscription. The E-mail Subscription options appear, as shown in the adjoining figure.
- Choose an option from the Schedule, and To lists. Optionally, select Send a preview now to test the subscription (if you do, an email typically arrives within a few minutes). Click OK.