Required security profile permissions Custom Reports Edit
Create Options
- Create
- Specifies whether you want to create A New Report Template from scratch or create A Report Template by Copying Another. If you choose the latter, you must use the drop-down box to select the existing template you want to copy.
Report Template Information
- Name
- The unique name of the template.
- Description
- Notes about the template visible only to someone accessing the template form.
- Category
- The type of report template you are creating for sorting purposes. You can sort the Report Template table by Category. Valid options include:
- ACD
- IVR
- Personal Connection
- WFO
- Blended
- Agent
- Contact
- Type
- There are three options for Type. Two of the options are selectable and the third is just viewable:
- Public — Makes the template available to all client users who can access custom reporting.
- Private — Makes the template available only to the user who created the template.
- Global — These are pre-built global templates that are available to all clients who can access custom reporting. They cannot be modified directly but can be copied as needed. The copy can be set to either Public or Private.
