Report Builder 

This module allows you to create profiles of different reports to send automatically. 

The options you can configure so you build your report are the following: 

  • Title, Title of the report. This title will be used to identify this report at the moment of creating the Report Schedule. 
  • Report, type of report that we wish to send automatically. 
  • Shift, Used if you wish to apply a shift to the report, you selected the desired shift. 
  • Queues, Queues to include on the report. 
  • Agents, Agents to include on the report. 
  • Format, Format in which you want to send the report. This can be in PDF, Excel, or CSV. 
  • Period, Date range for the report. Here, it is very important to take into consideration when selecting any option that is not ‘custom,’ this date will be validated by the date the report is being sent on. When using the custom option, the start date and end date will be used the first time the report is sent, however, if the scheduling on the Report Scheduler in repeat mode we choose weekly, these dates will have a week added, and so on depending on the repeat mode we select. 
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Updated on December 18, 2023