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Engage Voice | Managing Historical reports

Last updated on October 01, 2021

Table of contents

Historical reports contain the following folders:
  • Standard: Contains default reports created by the system. Read more in Historical reports reference.
  • Shared: Contains reports shared with you or your team by team members.
  • Private: Contains reports you created.
  • Favorites: Contains reports you’ve marked as favorites. Favorite reports may come from Standard, Shared, or Private folders. 

Helpful hint!

Some parts of the UI will refer to reports as ‘insights.’ Reports are ‘insights’ as well. Still, most of the UI will only refer to reports as ‘reports’ and not ‘insights.’ Insight is a deprecated terminology.
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 and organized in report 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 or the New group button, depending on which folder you’re in.
Historical reports folders
Clicking on a report will direct you to the viewer mode. You can export the report to an XLSX file or a CSV file in viewer mode by clicking on the More icon at the top right. Read Exporting a report to learn more. 
 
Clicking on the report’s name will bring up a dropdown where you can switch to other reports in the same folder. 
Historical reports viewer mode
Click on the Edit button on the upper right to enter the analytical designer.
Analytical designer in Historical reports
Note: The default reports in the Standard folder cannot be edited. They can, however, be copied, edited, and saved to the Private folder.

Copying or cloning an existing report

Copied default reports from the Standard folder will be saved in the Private folder.
  1. Click on the Analytics service icon upon login.
  2. Navigate to Historical reports > Standard.
  3. Click on a report you want to copy to enter viewer mode.
  4. Click the Actions icon to the far right of the report you want to clone, then select Clone from the dropdown.
  5. Enter the copied report’s new name and description in the Name and Description fields.
  6. Click Save at the bottom right of the window. You will be redirected to the analytical designer. 
  7. Edit the report as needed.
  8. Click Save at the upper right.
Cloned reports from any folder will be saved in the Private folder.
  1. Click on the Analytics service icon upon login.
  2. Navigate to the folder where the report you want to copy is located.
  3. Expand the report group where the report you want to clone is located.
  4. Click on the More icon at the far right of the report you want to clone.
  5. Select Clone to open the Clone report window.
  6. Enter a name and a description.
  7. Click Save.

Sharing a report

Shared reports will appear in the Shared folder.
  1. Click on the Analytics service icon upon login.
  2. Navigate to Historical reports > Private.
  3. Click the Actions icon at the far right of the report you want to share.
  4. Select Share to open the Share report window.
  5. Enter a new name and description in the Name and Description fields, if desired.
    1. If you want to share to an existing shared group, select the Select shared group button and choose the shared group from the dropdown.
    2. To create a new shared group, select the Create new shared group button and enter a group name in the New group name field.
  6. Click Share at the bottom right.

Unsharing a report

  1. Navigate to Historical reports > Shared.
  2. Click on Actions icon at the far right of the report you want to unshare.
  3. Select Unshare.
  4. Click Remove from Shared to confirm.

Moving a shared report to another group

  1. Navigate to Historical reports > Shared.
  2. Click on the Actions icon at the far right of the report you want to move.
  3. Select Move.
  4. Select the destination group for the report in the Select shared group dropdown, or click Create a new shared group to create a new shared group, and move the report there.
  5. Click Move to confirm.

Sharing via copying the report’s URL

  1. Go to the report you want to share.
  2. Click on Copy report URL at the upper right.
  3. Share the URL.
Note: Clicking on the Copy report URL button will automatically copy the direct URL to your clipboard.

Marking a report as a favorite

Reports marked as favorites will appear in the Favorites folder.
  1. Click on the Analytics service icon upon login.
  2. Navigate to Historical reports and go to the folder of the report you want to mark as favorite. Reports in Standard, Shared, and Private folders can be marked as favorites.
  3. Click on the star icon at the far right of the report you want to mark as a favorite.

Helpful hint!

Note: Reports in the Shared folder that you have favorited but do not own will disappear from your Favorites folder if the owner deletes the report. If you do not own a report, you won’t be able to edit its details or delete it.

Exporting a report

You can export Historical reports as XLSX files or CSV files. You can also download PDF files of the Historical dashboards where your reports are assigned.
 
Read Exporting a dashboard or scheduling email delivery to learn more about exporting dashboards.
 
There are two ways you can export a report. One is via Historical reports and the other is via Historical dashboards. 

Exporting a report in Historical reports

  1. Click on the Analytics service icon upon login.
  2. Navigate to Historical reports and go to the folder of the report you want to download.
  3. Select the report to enter the viewer mode.
  4. Click the Actions icon in the upper right corner and select the format you want. 
Exporting a report in Historical reports

Exporting a report in Historical dashboards

Note: Reports created in Historical reports can be assigned to a dashboard. While in a dashboard, you may select a specific report and download it there.
  1. Navigate to Historical dashboards and go to the folder of the dashboard where your report is located.
  2. Select the dashboard to enter the viewer mode.
  3. Look for the report in the dashboard, and click on the Actions icon in its upper-right corner.
  4. Select Export to XLSX or Export to CSV.
Exporting a report in Historical dashboards
If you are not sure which format you need, consult this guide:
I want to:
Export to:
Show dashboards. No further analysis necessary.
PDF
Analyze data in a spreadsheet.
XLSX or CSV
Analyze data in another application.
CSV

Adding filters to an existing report

  1. Click on the Analytics service icon upon login.
  2. Go to Historical reports and select the folder that contains the report to which you’d like to add filters.
  3. Click on the report to open it in viewer mode.
  4. Select a filter on the top bar.
Viewer mode will only display data that has already been filtered in edit mode. Learn more about filtering data. 
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