Advanced Analytics - Reports - Creating a New Report

Description: The purpose of this article is to provide a detailed overview of the process for creating Reports through the Reports section of Ooma Enterprise Advanced Analytics.

The purpose of this article is to provide a detailed overview of the process for creating Reports through the Reports section of Ooma Enterprise Advanced Analytics.

To do so, click on the "+Create report" button.

Upon clicking the button, a pop-up dialog menu will appear on the right-hand side of the window. This menu allows you to select the Report Type of the newly created report. 

The available options for Report Types vary depending on the license you possess.

Depending on the license being used, the user has access to different sets of Reports. There are four types of licenses: 
- "Reports Supervisor" (included). 
- "Analytics Supervisor" (add-on):  it is obtained per user, per month. It provides all the features of the "Reports Supervisor" license plus access to an Analytics Dashboard (no agent/queue or live call data). 
- "Live Analytics Supervisor" (add-on): it is obtained per user, per month. It provides all the features of the "Analytics Supervisor" license plus access to live (in-progress) call data via the Live Analytics Dashboard and the Live Analytics Wallboard. 
- "Contact Center Supervisor" (add-on): it is obtained per user, per month. It provides all the features of the "Live Analytics Supervisors" plus Contact Center Dashboard feature and gent grids including state control and call monitoring (Queue grids with associated states and status).  

Below, you will find a pivot table that presents essential details regarding the Report Types and their corresponding Report Templates.

Once you have chosen the Report Type and Report Template you want, you will proceed to the next configuration step, where you can set a filter.

There are four fields that need to be configured here:

• Name: within this field, you can set a custom name for the newly created report. By default, this field contains the name of the previously selected Report Template.

• Default Filter: when you click on this field, a drop-down list of existing filters will appear, allowing you to choose the desired one. 

These filters can be found in the "Filters" section of Advanced Analytics.

• Default Data Range: within this section, you have the ability to define the date range for which the selected filter (described earlier) will be applied.
  

When you choose the "Custom..." option, two additional fields will appear that you can use to set a custom date range.

• Limit to time range: when you enable this option, two new fields will appear that you can use to set a custom time range.

Once you click the "Save and run" button, the system will generate the new report and add it to the table of existing reports. 

If you wish to learn more about the reports' designs, you can refer to the corresponding article.

• Interface Overview

For further information on editing Reports, please refer to this link which will direct you to the relevant article:

• Editing Reports.