Customizing an existing report

Last Updated : Jan 14, 2025 |

About this task

Using the Report Editor, you can create, customize, and save reports.

Procedure

  1. Log in to Analytics for Avaya Experience Platform™ Public Cloud.
  2. Click Historical Reporting.
  3. Navigate to the report you want to customize.
  4. 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.

    The Report Editor opens a report in Design Mode.

  5. In the navigation pane, click ALL OBJECTS.
  6. From the ALL OBJECTS list, select Avaya Experience Platform(TM).
  7. Click Objects > Avaya Experience Platform(TM).
  8. 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.

  9. To remove an attribute or metric, remove it from the grid.
  10. To add a filter to a report, expand the Filters subfolder and then drag and drop the filter to the REPORT FILTER area.
  11. To add a prompt to a report, expand the Prompts subfolder and then drag and drop the prompt to the REPORT FILTER area.
  12. To remove a filter or prompt, remove it from the REPORT FILTER area.
  13. 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.

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

    The Save As dialog box opens.

  16. In the Save in field, select where you want to store the report.

    You must save custom reports in the custom folder or My Reports folder.

  17. In the Name field, type a name for the report.
  18. In the Description field, type a description for the report.
  19. Click OK.

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

    <Report Name> has been saved successfully.

  20. Click one of the following options:

    • Return to Design Mode

    • Run newly saved report

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