9.2.1 Running Reports

(Video instructions available: Running Reports)

All tasks for managing historical reporting take place in Historical Reporting.

1. To log in, open Genesys Portal with Firefox, Edge, or Chrome.
   Select Historical Reporting to open the log in page.
   
2. Enter the WAMS ID and password.
   
3. Select CX Insights.
   
4. Warning message displays, select continue.
   
5. From CX Insights > Home page, navigate to the folder that contains the desired report.
   Select Shared Reports from the left menu or Browse section.
   
6. Select the Custom folder.
   
7. Select the name of the report to be run.
   
8. The INDEX page displays. Update the INDEX filters then select Run Report.
   
9. After selecting Run Report, the report is displayed. From the REPORT HOME tab there are additional features such as: Add to History List, Create Personal View, Share, Print, Send Now, Schedule Delivery to History LIst, Export or PDF.
   
   The Queue Statistics_Adjusted report works best if run as a PDF or excel.
   

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Publication Number: P-03208