Engage Voice | Managing Historical reports
Historical reports contain the following folders:
- Standard: Contains default reports created by the system.
- 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.
Clicking on a report will direct you to the viewer mode. You can export the report to XLS or CSV in viewer mode by clicking on the More icon. Clicking on the report’s name will bring up a dropdown where you can switch to other reports in the same folder.
Click on the Edit button on the upper right to enter the analytical designer.
Note: The default reports in the Standard folder cannot be edited. They can, however, be copied, edited, and saved to the Private folder.
Creating a new report
Note: All folders in Historical reports contain the New report button on 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.
1. Click on the Analytics service icon upon log in.
2. Navigate to Historical reports and click on any folder.
3. Click on the New report button on the upper right.
4. Give your report a name and description in the New report window.
5. Click Continue, and you will be redirected to the analytical designer.
6. Drag a measure or an attribute from the data catalog and drop it to a section or to the Get Started space on the canvas.
7. Drag another measure or another attribute from the data catalog and drop it to a data section. You can drag as many measures and attributes as you need for the report you want.
8. Customize configurations of report type if needed.
9. Click Save on the upper right corner at the title bar.
Learn more about the analytical designer and its components in Analytical designer overview.
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.
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 Save as new button in the upper right corner to open the Save as new 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.
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.
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