Save a Report Definition

A report definition specifies the template that the report uses to retrieve data and any data retrieval arguments that the report includes (for example; dates, times, agents, skill groups, and so on). A report definition does not store actual report data.

You can save a report as a report definition and use it again as a template for other reports.

Note: To save the data stored in a report, open the report in a new window and use your browser's Save As function. Refer to the browser's help for more information. You can also use the Export Report feature to export the report data to various formats for use in other applications.

To save a report as a report definition

  1. On an open report window, select the Save Report Definition menu option. The Save Current Report page opens.

  2. Enter a name and optional description for the report.

  3. Click the Save Report button. A message appears, indicating that your report was successfully saved. The report now appears in the appropriate Saved Reports list.  

See Also

Export report data

Create a report from a template

Launch a report from a saved report definition