Create CRM customer 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.

To create a CRM customer report:

  1. Go to the Customers tab.
  2. In the header area, click Report.
    8x8 Agent WorkspaceClosed The brand new interface for 8x8 Contact Center agents to receive and process customer interactions. displays the Customer Reports page.
  3. In the Customer Reports page, click New Report.

    8x8 AgentClosed Agents use the Agent Console to view and manage customer interactions. Virtual Contact Center supports Regular agents and Supervisor agents. Workspace walks you through the three-step New Report wizard.
    If your contact center administrator has added custom fields to your Local CRM, the custom fields appear in the list of fields.
  4. In Step 1 of the New Report wizard:
    1. In the Report Title text entry area, enter the name of the report.
    2. From the Time Zone drop down list, select a time zone. By default, the tenant's time zone is selected.
    3. Select a vertical or horizontal layout.
    4. In the Fields to include area, select the fields to be included in the report.
    5. Click Next.
      8x8 Agent Workspace displays the next step in the wizard.
  5. In Step 2 of the New Report wizard, for each customer field you chose in Step 1, create optional filtering statements.
    1. For each report field, choose a logical operator, then in the adjoining text entry area type (or if applicable, select) a filter.
    2. Click Next.
      8x8 Agent Workspace displays the next step in the wizard.
  6. In Step 3 of the New Report wizard, perform the following:
    • Specify a company from the existing list of customer base by clicking Search.
    • Choose the primary and secondary report fields 8x8 Agent Workspace uses to order the data contained in the customer report, and choose the sort order of the two fields.
  7. Produce and save the report. Perform one of the following:
    • To save the report configuration without running the report, click Save.
    • To run the report without saving the report configuration, click Run.
    • To save the report configuration and run the report, click Save and Run.
    • If the agent computer has Microsoft Excel installed, to produce the report in the agent computer's Microsoft Excel program without saving the report configuration, click Download.
      After 8x8 Agent Workspace produces the report in Excel, click Save in the New Report wizard to save the report configuration.

Concept Link IconSee Also