Create CRM reports

8x8 Contact Center agents can use their 8x8 Agent WorkspaceThe brand new interface for 8x8 Contact Center agents to receive and process customer interactions. account to create and save CRM reports that summarize their customer and case activity. CRM reports can be viewed in a browser window. If your computer has Microsoft Excel installed, you can generate a report as an Excel spreadsheet.

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.

Refer to the following information on creating CRM reports:

• Create CRM customer reports
• Create CRM case reports
• Create CRM task reports