Create CRM case reports

Note: If enabled by your 8x8 Contact Center administrator, as an agent, you can create or download custom reports to extract the desired customer data. You can always run a report even if the ability to download the report is disabled.

A CRM case report provides both customer and case information. The customer-related fields can be used to filter report data, and appear in the Case, Follow-Up, and Attached fields.

Note: The Description field displays only the first 256 characters on reports.

8x8 Contact Center provides three preset reports by default. You cannot edit these reports, but you can create a new report.