Creating a Historical report in RingCX Analytics
Historical reports contain the following folders:
- Standard: Contains default reports created by the system. Read more in Standard Historical reports.
- Shared: Contains reports shared to you or your team by team members.
- Private: Contains reports you created.
- Favorites: Contains reports you marked as favorites. Favorite reports may come fromStandard,Shared, orPrivatefolders.
Some parts of the UI will refer to reports as insights. For the most part, the UI will refer to reports as reports and not insights. Insight is a deprecated term.
These folders are listed in the left panel. Clicking on a folder will direct you to that folder’s page, where reports are listed in a table, organized in groups. At the top of the page is a search bar where you can search for reports. In the upper right, you’ll find the
New report
button. In the Shared
folder, you’ll see the New group
button in the upper right. 
Clicking on a report will direct you to the viewer mode. You can export the report to XLSV or CSV in viewer mode by clicking on the
More
icon. Learn more about Exporting a report. Clicking on the report’s name will bring up a dropdown where you can switch to other reports within the same folder.
Click on the
Edit
button in the upper right to enter the analytical designer.
Note: The default reports in the
Standard
folder cannot be edited. However, they can be copied, edited, and saved to the Private
folder.Creating a new report
All folders in Historical reports contain the
New report
button in the upper right. If you haven’t created a report or marked any reports as a favorite, the New report
button will be absent in the Private
and Favorites
folders.All new reports will be saved in the
Private
folder.- Click theAnalyticstile.
- Navigate to Historical reports and click any folder.
- Click theNew reportbutton on the upper right.
- Give your report a name and description in theNew reportwindow.
- ClickContinue, and you will be redirected to the analytical designer.
- Drag a measure or an attribute from the data catalog and drop it into a section or theGet Startedspace on the canvas.
- Drag another measure or another attribute from the data catalog and drop it into a data section. You can drag as many measures and attributes as you need for the report. If you add custom fields to your report, they’ll always appear in alphabetical order by custom field name and can’t be sorted by value.
- Customize configurations of report type if needed.
- ClickSavein the upper right corner at the title bar.
Learn more about the analytical designer and its components in the Intro to the Analytical Designer.
Report type configuration
Inside the configuration section are different properties that allow you to customize the look of your report type. These properties are
Axes
(X- and Y-axis), Legend
, Canvas
, and Colors
.Depending on the report type you’ve chosen, some properties may not appear. For example,
Axes
will not appear when you choose a pie graph, and Color
properties will be absent in a table.These configuration properties are:
- Axes: Allows you to reposition, hide, and set values for items on your axes (X-axis and Y-axis).
- Legend: Allows you to reposition the chart legend.
- Canvas: Provides some cosmetic options for the chart canvas items like data labels and gridline.
- Colors: Changes the color of your report. If you choose a bar graph, you can customize bar colors. For line graphs, you can customize line colors, and so on for other report types.
In this article
Creating a new report