Customizing an existing report

Last Updated : Sep 01, 2020 |
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Using the Report Editor you can create, customize, and save reports.
  1. Log in to Avaya Analytics™.
  2. Navigate to the report you want to customize.
  3. You can navigate to the Report Editor in two ways:
    • Move the cursor on the report and click Edit.
    • Run the report and click the Design () icon .
    STEP RESULT:
    The Report Editor opens a report in Design Mode.
  4. In the navigation pane, click ALL OBJECTS.
  5. From the ALL OBJECTS drop-down, select Avaya Analytics.
  6. Click ObjectsAvaya Analytics.
  7. To add an attribute or metric to a report, expand the sub folders and then double-click or drag and drop to the report.
    ADDITIONAL INFORMATION:
    Attributes are placed on the rows of a report and metrics are placed on the columns of a report.
  8. To remove an attribute or metric, remove it from the grid.
  9. To add a filter to a report, expand the Filters sub folder and then drag and drop the filter to the REPORT FILTER area.
  10. To add a prompt to a report, expand the Prompts sub folder and then drag and drop the prompt to the REPORT FILTER area.
    ADDITIONAL INFORMATION:
    Note:
    For more information on attributes, filters, prompts, and metrics, see Avaya Analytics™ Data Dictionary.
  11. To remove a filter or prompt, remove it from the REPORT FILTER area.
  12. Click the Run Report icon at the top of the page.
    ADDITIONAL INFORMATION:
    You can view the report in the Grid, Graph, or Grid and Graph view.
  13. To add more attributes, metrics, prompts, and filters to the report, click Edit to return to Design Mode and make your changes.
  14. Click Save As.
    STEP RESULT:
    The Save As dialog box opens.
  15. In the Save in field, select the location where you want to store the report.
    ADDITIONAL INFORMATION:
    You must save custom reports in the custom folder or My Reports folder.
  16. In the Name field, type a name for the report.
  17. In the Description field, type the description for the report.
  18. Click OK.
    STEP RESULT:
    Avaya Analytics™ displays the following message:
    <Report Name> has been saved successfully.
  19. Click one of the following options based on your requirement:
    • Return to Design Mode
    • Run newly saved report
    ADDITIONAL INFORMATION:
    Note:
    The newly created report can be used as a dataset for other documents.