Engage Voice | Managing Historical reports

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 to you or your team by team members.
  • Private: Contains reports you created.
  • Favorites: Contains reports you 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, 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 also see the New group button in the upper right. 
Historical reports folders
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. 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 log in.
2. Navigate to Historical reports > Standard.
3. Click on a report you want to copy to enter viewer mode.
4. Click on the Clone button in the upper right corner to open the Clone window.
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, and 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 log in.
2. Navigate to the folder where the report you want to copy is.
3. Expand the report group where the report you want to clone is.
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 log in.
2. Navigate to Historical reports > Private.
3. Click on the More 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.

a. Select the Select shared group button and choose the shared group from the
    dropdown if you want to share to an existing shared group.

b. Select the Create new shared group button and enter a group name in the
    New group name field to create a new shared group.

6. Click Share at the bottom right.

Unsharing a report

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

Marking a report as a favorite

Reports marked as a favorite will appear in the Favorites folder.
1. Click on the Analytics service icon upon log in.
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 a favorite.
3. Click on the star icon at the far right of the report you want to mark as favorite.

Helpful hint!

Note: Reports you do not own from the Shared folder that you marked as a favorite will disappear in 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 in either XLSX or CSV formats. You can also download PDFs of Historical dashboards where a report may be assigned to.
 
Read Exporting a dashboard or scheduling email delivery to learn more about exporting dashboards.
 
There are two places you can export a report. The first is in Historical reports and the second is in Historical dashboards.

Exporting a report in Historical reports

1. Click on the Analytics service icon upon log in.
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 on the More 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 the report you want to download is assigned to.
2. Select the dashboard to enter the viewer mode.
3. Look for the report in the dashboard, and click on the More 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, here’s a quick guide:
I want to
Export to
Show dashboards, no further analysis is necessary
PDF
Analyze data in a spreadsheet
XLSX, CSV
Analyze data in another application
CSV
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