With the introduction of scheduled exports, emailed exports, PDF exports, and selectable columns, Genesys Cloud completed the core functionality that the s service provided. Genesys Cloud intends to migrate all canned report usage (a limited set of report types with no configurability other than the most basic options) to the dynamic view exports that will let users generate all the reports they may need with ease.
This multi-step approach migrates one report at a time and identifies usage, announces deprecation, and provides documentation about how to switch over. This process also disables the creation of new reports that were migrated and eventually deprecates the report entirely.
The current 16 report templates allow users to configure and create custom reports according to a specific need for data. Updates in the Performance views provide the same reports without the technical overhead encountered from the former process. These updates also enable users to continue to view data for a specific time and date.
For more information, see the How are exports used to reproduce reports section below.
Note: Genesys recommends that you evaluate your reporting needs and requirements and make the necessary adjustments to create the reports in the Performance views.
The following 16 report templates will be retired in 4 phases.
Queue Reports – five reports
Agent Reports – six reports
Campaign Reports – three reports
User Reports – two reports
Phase one includes the deprecation of the following queue reports. As of November 2, 2022, new report creation is disabled for these reports, and the final deprecation is on track for March 20, 2024.
Disable new report creation
Disable copy reports
Disable edit option
Disable run now option
Full Deprecation
Current type
New type
Template #
Current report template name
New export report name
November 2, 2022
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Queue
Queue
1
Queue metrics interval export
Queue Performance Summary with the appropriate time interval selected
November 2, 2022
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Queue
Queue
2
Queue metrics interval
Queue Performance Summary with the appropriate time interval selected
November 2, 2022
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Queue
Queue
3
Queue metrics summary
Queue Performance with current interval selected
November 2, 2022
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Queue
Queue
4
Queue wrap-up summary
Queue Performance with the specific wrap-up code selected
November 2, 2022
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Queue
Queue
5
Queue metrics daily report
Queue Performance with the current day interval
Phase two includes the deprecation of the agents-based reports listed below. As of April 19, 2023 new report creation is unavailable for these reports. The final deprecation is on track for March 20, 2024.
Disable new report creation
Disable copy reports
Disable edit option
Disable run now option
Full Deprecation
Current type
New type
Template #
Current report template name
New export report name
April 19, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Agent
Agent
6
Agent activity summary
Agent Activity Status Summary with Login-Logout, Status Timeline, or Status Duration
April 19, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Agent
Agent
7
Agent activity summary export
Agent Activity Status Summary with Login-Logout, Status Timeline, or Status Duration
April 19, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Agent
Agent
8
Agent login-logout details
Agent Activity Status Summary with Login-Logout Details Option Selected
April 19, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Agent
Agent
10
Agent metrics
Agent Performance Summary
April 19, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Agent
Agent
11
Agent metrics export
Agent Performance Summary
April 19, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Agent
Agent
12
Agent quality details report
Agent Evaluation Summary
Phase three includes the deprecation of the user status details report and the dialer campaign success reports by interval and by day. As of May 24, 2023, the new report creation is unavailable for these reports. The final deprecation is on track for March 20, 2024.
Disable new report creation
Disable copy reports
Disable edit option
Disable run now option
Full Deprecation
Current type
New type
Template #
Current report template name
New export report name
May 24, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
User
Agent
9
User status details report
Agent Activity Status Summary with Login-Logout, Status Timeline, or Status Duration
May 24, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Campaign
Campaign
15
Dialer campaign success results by interval
Campaign Performance export
May 24, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Campaign
Campaign
16
Dialer campaign success results by day
Campaign Performance export
Phase four is the final phase. Phase four includes the deprecation of the interaction details report and the dialer campaign detailed attempt history reports. As of Sep 20, 2023, the new report creation is unavailable for these reports. The final deprecation is on track for March 20, 2024.
Disable new report creation
Disable copy reports
Disable edit option
Disable run now option
Full Deprecation
Current type
New type
Template #
Current report template name
New export report name
September 20, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
User
Call
13
Interaction details report
Interaction export
September 20, 2023
September 20, 2023
February 14, 2024
February 14, 2024
March 20, 2024
Call
Call
14
Dialer campaign detailed attempt history
Campaign Performance export
FAQs
What does this mean?
The report will continue to function between the announcement date and the removal date of each canned report. But Genesys will no longer support the report past its deprecation date. Genesys Cloud will continue to resolve any major breakage until the removal date.
Am I affected?
If you are using any of the canned reports listed in the above table, then you will be affected.
How can I prepare for the report removal?
Gain an understanding of the exports and how they enable flexible reporting for users. For more information, see Export view data.
Genesys recommends that you start using the exports functionality as soon as possible. This will ensure that users in your organization have sufficient time to familiarize themselves with report creation using the export capability.
Are there any limitations when using Export capability?
There are no limitations when using the Export capability when compared to the Reports functionality.
The Export enables the users to get the same data provided by the canned reports with added flexibility.
How often can the exports be scheduled?
The Exports can be scheduled depending on the time interval associated with the data that must be exported. For example, to export data from the last hour schedule an hourly export, and to export data from the previous day schedule a daily export. For more information, see Export view data.
Are there any new rules or best practice guidelines when using exports?
For more information on the best practices, refer to the Export best practices section in the Export view data article.
How are exports used to reproduce reports?
The following sections explain how to reproduce each report using the export capability within the performance view.
To reproduce the Agent Activity Summary report:
Navigate to Performance > Workspace > Contact Center and select Agent Status.
To run a report with one user, select the user of your choice from the list in the Agent Status Summary view.
To generate a report for multiple users, search for and select each user in the summary view list, and click View as Group.
In the Agent Status Detail view, select the following default columns:
Note: The column list below is a default column list for the Agent Activity Summary report. You can select different columns based on your business needs.
Log in
Log out
Logged In
Off Queue
Off Queue %
On Queue
On Queue %
Interacting
Interacting %
Idle
Idle %
Not Responding
Not Responding %
Total ACD
Open the Export panel.
Select Selected columns.
To create a report for multiple users, select Split filters. The report shows data for each user.
Configure additional options according to your needs and set your schedule.
To reproduce the Agent Activity SummaryExport report:
Navigate to Performance > Workspace > Contact Center and select Agent Status.
To run a report with one user, select the user of your choice from the list in the Agent Status Summary view.
To generate a report for multiple users, search for and select each user in the summary view list, and click View as Group.
In the Agent Status Detail view, select the following default columns:
Note: The column list below is a default column list for the Agent Activity Summary Export report. You can select different columns based on your business needs.
Log in
Logged In
Off Queue
Off Queue %
On Queue
On Queue %
Interacting
Interacting %
Idle
Idle %
Not Responding
Not Responding %
Total ACD
Open the Export panel.
Select Selected columns.
To create a report for multiple users, select Split filters. The report shows data for each user.
Configure additional options according to your needs and set your schedule.
To reproduce the Agent Login-Logout Details report:
Navigate to the Agent Status Summary view.
To run a report with one user, select the user of your choice and navigate to the Agent Status Detail view.
To generate a report on multiple users, search for and select each user in the summary view, and click Add to filters.
Select Export and select Agent Log In- Log Out Details. For more information on the data export, see Export data from a view section in the Agents Status Summary view article. The export output has the following columns:
Agent Name
Log In
Log Out
Duration
To reproduce the Agent Metrics Export report:
Navigate to Performance > Workspace > Contact Center and select Agent Performance.
To run a report with one user, select the user of your choice from the list in the Agent Performance Summary view.
To generate a report for multiple users, search for and select each user in the summary view list, and click View as Group.
In the Agent Performance Detail view, select the following default columns:
Note: The column list below is a default column list for the Agent Metrics Export report. You can select different columns based on your business needs.
Handle
Total Talk / Total Hold / Total ACW
Avg Talk / Avg Hold / Avg ACW
Held
Total Handle
Avg Handle
Transfer
Transfer %
To see the ACD vs. Non-ACD distinction, apply the ACD filter in the filter panel.
Open the Export panel.
Select Selected columns.
To create a report for multiple users, select Split filters. The report shows data for each user.
Configure additional options according to your needs and set your schedule.
To reproduce the Agent Metrics report:
Navigate to Performance > Workspace > Contact Center and select Agent Performance.
To run a report with one user, select the user of your choice from the list in the Agent Performance Summary view.
To generate a report for multiple users, search for and select each user in the summary view list, and click View as Group.
In the Agent Performance Detail view, select the following default columns:
Note: The column list below is a default column list for the Agent Metrics report. You can select different columns based on your business needs.
Handle
Total Talk / Total Hold / Total ACW
Avg Talk / Avg Hold / Avg ACW
Held
Total Handle
Avg Handle
Transfer
Transfer %
To see the ACD vs. Non-ACD distinction, apply the ACD filter in the filter panel.
Open the Export panel.
Select Selected columns.
To create a report for multiple users, select Split filters. The report shows data for each user.
Configure additional options according to your needs and set your schedule.
To reproduce the Agent Quality Details report:
Navigate to the Agent Evaluation Summary view.
Select single or multiple users of your choice.
Open the export panel and select Agent Evaluation Detail.
Choose other options and set your schedule. The export output includes the following columns:
Interaction Date/Time
Evaluation Date/Time
Evaluator
Media Type
Score
Critical Score
To reproduce the Dialer Campaign Detailed Attempt History report:
Navigate to the Campaign Performance View.
Select one or more campaigns of your choice.
If multiple campaigns are selected, Select View as group to get the detailed view of the selected campaigns.
Navigate to the Interactions tab of the selected campaigns.
Open the export panel and select Detailed Attempt History.
Choose other options and set your schedule. The export output includes the following columns:
Name of the campaign
Date of attempt
Conversation ID
Start time of the attempt
Dialing
Time to Agent
Time to flow
Time to abandon
Disconnect time
Conversation Duration
DNIS
Caller-ID
Caller-ID Name
Wrap-up code
Wrap-up duration
Contact ID
Contact List
To reproduce the Dialer Campaign Success Results by Day report:
Navigate to the Campaign Performance view.
To run a report for a single campaign, select the campaign of your choice and navigate to the Campaign Performance Detail view.
To generate a report for multiple campaigns, search for and add each campaign to the filters, and click View as Group.
In the Campaign Group Performance Detail view, select the following columns:
Select the desired time period (up to a year) and select the granularity by 1 Day.
For more information on the export options, see Export view data.
To reproduce the Dialer Campaign Success Results by Interval report:
Navigate to the Campaign Performance view.
To run a report with a single campaign, select the campaign of your choice and navigate to the Campaign Performance Detail view.
To generate a report on multiple campaigns, search for and add each campaign to the filters, and click View as Group.
In the Campaign Group Performance Detail view, select the following columns:
To get the data by interval, select Schedule export.
Select the desired time period (up to a month) and select the granularity by 30 minutes. For more information on the export options, see Export view data.
To reproduce the Interactions Details report:
Navigate to Performance > Workspace > Contact Center and select Agent Performance.
To run a report with one user, select the user of your choice from the list in the Agent Performance Summary view.
To generate a report for multiple users, search for and select each user in the summary view list, and click View as Group.
In the Agent Interactions Details view, select the following default columns:
Note: The column list below is a default column list for the Interactions Details report. You can select different columns based on your business needs.
Media Type
Users
Remote
Date
Conversation Duration
Queue
Total Queue
Direction
Wrap-up
Open the Export panel.
Select Selected columns to export the columns that you set in the view.
Configure additional options according to your needs and set your schedule.
To reproduce the Queue Metrics Daily report:
Navigate to Performance > Workspace > Contact Center and select Queue Performance.
To run a report with one queue, select the queue of your choice from the list in the Queue Performance Summary view.
To generate a report for multiple queues, search for and select each queue in the summary view list, and click View as Group.
In the Queue Performance Details view, select the following default columns:
Note: The column list below is a default column list for the Queue Metrics Daily report. You can select different columns based on your business needs.
Offer
Answer % / Abandon %
Service Level %
ASA
Avg Talk / Avg Hold / Avg ACW
Avg Handle
Transfer
Transfer %
Open the Export panel.
Select Selected columns.
To create a report for multiple users, select Split filters. The report shows data for each user.
Configure additional options according to your needs and set your schedule.
To reproduce the Queue Metrics Interval export:
Navigate to Performance > Workspace > Contact Center and select Queue Performance.
To run a report with one queue, select the queue of your choice from the list in the Queue Performance Summary view.
To generate a report for multiple queues, search for and select each queue in the summary view list, and click View as Group.
In the Queue Performance Details view, select the following default columns:
Note: The column list below is a default column list for the Queue Metrics Interval export. You can select different columns based on your business needs.
Offer
Answer % / Abandon %
Service Level %
ASA
Avg Talk / Avg Hold / Avg ACW
Avg Handle
Transfer
Transfer %
Open the Export panel.
Select Selected columns.
To create a report for multiple users, select Split filters. The report shows data for each user.
Configure additional options according to your needs and set your schedule.
To reproduce the Queue Metrics Interval report:
Navigate to Performance > Workspace > Contact Center and select Queue Performance.
To run a report with one queue, select the queue of your choice from the list in the Queue Performance Summary view.
To generate a report for multiple queues, search for and select each queue in the summary view list, and click View as Group.
In the Queue Performance Details view, select the following default columns:
Note: The column list below is a default column list for the Queue Metrics Interval report. You can select different columns based on your business needs.
Offer
Answer % / Abandon %
Service Level %
ASA
Avg Talk / Avg Hold / Avg ACW
Avg Handle
Transfer
Transfer %
Open the Export panel.
Select Selected columns.
To create a report for multiple users, select Split filters. The report shows data for each user.
Configure additional options according to your needs and set your schedule.
To reproduce the Queue Metrics Summary report:
Navigate to Performance > Workspace > Contact Center and select Queue Performance.
To run a report with one queue, select the queue of your choice from the list in the Queue Performance Summary view.
To generate a report for multiple queues, search for and select each queue in the summary view list, and click View as Group.
In the Queue Performance Details view, select the following default columns:
Note: The column list below is a default column list for the Queue Metrics Summary report. You can select different columns based on your business needs.
Offer
Answer % / Abandon %
Service Level %
ASA
Avg Talk / Avg Hold / Avg ACW
Avg Handle
Transfer
Transfer %
Open the Export panel.
Select Selected columns.
To create a report for multiple users, select Split filters. The report shows data for each user.
Configure additional options according to your needs and set your schedule.
To reproduce the Queue Wrap-up Summary report:
Navigate to Queue Performance View and click Wrap-Up tab.
To export the wrap-up data:
Open Export panel.
Fill out the required options.
Click Export. The export output includes the following columns:
% Total Handle
% Total Talk Time
ACW
Avg Handle
Avg TalkAvg HoldAvg ACW
Handle
Hold
Max ACW
Max Handle
Max Hold
Max Talk
Min ACW
Min Handle
Min Hold
Min Talk
Talk
Total Handle
Total Talk
Total Hold
Total ACW
Wrap-Up
Note: This data is also available for more than one queue. To get data for multiple queues, select multiple queues on Queue Performance Summary and select View as Group.
To reproduce the User Status Detail report:
Navigate to Agent Status Summary view.
To run a report with a single user, select the user of your choice and navigate to the Agent Status Detail view.
To generate a report for multiple users, search for and select each user in the summary view, and click Add to filters.
Select Export and select Agent Status Timeline Details.
For more information on the export of this data, see Export data from a view section in the Agents Status Summary view article. The export output includes the following columns:
For other questions not covered in these articles, contact MySupport, Genesys Professional Services, your Customer Success Manager, or your Genesys Cloud TAM.