Working with Standard Reports >

Adding or Editing Standard Reports

This topic describes how to add new standard reports or edit existing standard reports.

NOTE:  Only administrators can create reports.

Adding a New Standard Report

The following topic describes how to add a new standard report.

To add a new standard report

  1. Click Reports.
  2. Click the report category (such as Contact Center Operations) containing the report type to which you want to add a new report.
  3. Click the report type to which you want to add a new report.
  4. Click Add.
  5. In the Name tab, provide a name for your report and (optionally) a description of your new report.
  6. In the Content tab (if enabled), select the check boxes for the content that you want to include in your report.
  7. In the layout tab (if enabled), determine the column order for your report.
  8. Complete the Regional Options tab fields.
  9. In the Permissions tab (if enabled), select who can view your new report.
  10. In the Schedule Report tab, do the following:
    1. Click the Enable Report scheduling check box.
    2. Select Daily, Weekly, or Monthly, add email addresses to the To and From fields.
    3. Select the SMTP group to send the report.

      4. These groups are configured as part of Oracle Contact Center Anywhere setup for libraries. For more information, see Adding or Editing an SMTP Groups Library.

      NOTE:  You can enter a maximum of 2048 characters in the To field and a maximum of 128 characters in the From field.

  11. Click OK.

Editing an Existing Standard Report

Only administrators can edit a standard report.

To edit a standard report

  1. Click Reports.
  2. Click the report category (such as Contact Center Operations) containing the report you want to edit.
  3. Click a report name (such as Workgroup Skills) to open a list of available reports.

    4. NOTE:  This list includes reports your administrator previously created and granted you permission to view. If the report name is not expandable, there are no available reports for that report type.

  4. From the list of available reports, click the report you want to edit, and click Edit.
  5. In the Name tab, edit the report name, and (optionally) the description of the report.
  6. In the Content tab (if enabled), select the check boxes for the content that you want to include in your report.
  7. In the layout tab (if enabled), edit the column order for your report.
  8. Complete the Regional Options tab fields.
  9. In the Permissions tab (if enabled), select who can view the report.
  10. In the Schedule Report tab, click the Enable Report scheduling check box, select Daily, Weekly, or Monthly, add email addresses to the To and From fields, and select the SMTP group to send the report. These groups are configured as part of Oracle Contact Center Anywhere setup for libraries. For more information, see Adding or Editing an SMTP Groups Library.

    11. NOTE:  You can enter a maximum of 2048 characters in the To field and a maximum of 128 characters in the From field.

  11. Click OK.
Published: 06 April 2009