Creating a new report

Last Updated : Nov 27, 2024 |

About this task

You can create a new report to request a specific set of formatted data from your data source.

Procedure

  1. Log in to Analytics for Avaya Experience Platform™ Public Cloud.
  2. Click Historical Reporting.
  3. Click Create  > New Report.
  4. Click Blank Report.

    An empty report is displayed where you can place various data objects to build a report.

  5. From the ALL OBJECTS list, select Avaya Experience Platform(TM).
  6. Click Objects > Avaya Experience Platform(TM).
  7. To add an attribute or metric to a report, expand the subfolders and then double-click or drag and drop to the report.

    Attributes are placed on the rows of a report, and metrics are placed on the columns of a report.

  8. To add a filter to a report, expand the Filters subfolder and then drag and drop the filter to the REPORT FILTER area.
  9. To add a prompt to a report, expand the Prompts subfolder and then drag and drop the prompt to the REPORT FILTER area.

    If you create a report with attributes and metrics from mismatched folders, you might experience incompatibility issues.

  10. Click the Run Report icon at the top of the page.

    You can view the report in the Grid, Graph, or Grid and Graph view.

  11. Optional To add more attributes, metrics, prompts, and filters to the report, click Edit to return to Design Mode and make changes.
  12. Click Save.

    The Save As dialog box opens.

  13. On the Reports tab, save the report as public or private.

    • To make the report public: From the Save in drop-down, select Shared Reports, followed by the custom project name.

    • To make the report private: From the Save in drop-down, select My Reports.

  14. In the Name field, type a name for the report.
  15. In the Description field, type a description for the report.
  16. Click OK.

    Analytics for Avaya Experience Platform™ Public Cloud displays the following message:

    <Report Name> has been saved successfully.

  17. Click one of the following options based on your requirements:

    • Return to Design Mode

    • Run newly saved report

    The newly created report can be used as a dataset for other dossiers.

Related information
Running historical reports and dossiers
Creating and editing historical report