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Report Categories

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Report Categories

 

 

Saved reports belong to categories. By default, you will have a user category with your name. This category is private to you. No other Contact Center users can see your user category reports. You can create additional private categories using the Report Options dialog. You may also see shared categories, which are created by your Contact Center administrator. Any reports saved to a shared category can be seen by other Insight users.

 

To Create a New Category:

 

  1. Load a saved report or run a new report.
  2. Click the Edit Options button.
  3. Click the Create new category link.
  4. Enter a unique Category name.
  5. Select the Category Location.
  6. Click SAVE.

 

Figure 11-2: Create Report Category Dialog

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Last modified
13:35, 11 Sep 2014

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