Report Templates

Create and manage your report templates.

Creating a Report Template

  1. From the Analyze menu, select Reports.

    The Report Templates tab is to the front.

  2. Click Create Report Template.

    To fill in the fields, see Report Template Properties.

Managing Report Templates

  1. From the Analyze menu, select Reports.

    The Report Templates tab is to the front.

  2. Select a template.

    The template properties and Actions menu displays to the right.

  3. Select an action.

    Action

     

    Description

    Edit Report Template

    Edit the report template properties. See Report Template Properties.

    Duplicate Report Template

    Make a copy of the selected report template.

    Select the duplicated report template to edit its properties including its name. See Report Template Properties.

    Delete Report Template

    Delete the report template.

Example Reports

Pie Chart Report

A datastore in the account has category data with values for sales, marketing, support, and other.

The metric is the datastore ID and the breakdown is the datastore column with the category data.

Hover over chart components for segment details.

Monthly Total Calls versus Hang Ups

For the datastore, select the system log. Keep the metric as the datastore ID and the breakdown as the timestamp.

Create two custom series. Use the Query Builder to calculate the number of calls received and the number of hang up events. Calculate the number of calls received from the number of datastore events equal to CALL_RECEIVED. Calculate the number of hang up events from the number of datastore events equal to CALLER_HANGUP.