Create and Edit Reports

Use this page when creating a new report or editing an existing report from Configuration > Reports.
The form screenshots below are separated by block where the application exposes separate sections. Complete the required values, review routing or destination references, and save the record.
Form sections
Section
Description
Information
Core identity and routing fields for the object.
Page
Settings shown in the Page block.
Schedule
Scheduling controls for when the object runs.
Delivery
Email or output delivery settings.
Information
Information section on the edit form.
Core identity and routing fields for the object.
Page
Page section on the edit form.
Settings shown in the Page block.
Schedule
Schedule section on the edit form.
Scheduling controls for when the object runs.
Delivery
Delivery section on the edit form.
Email or output delivery settings.
Main fields
Field
Description
Name:
Display name used in lists and references.
Active:
Object setting shown by the form.
Reserved
Object setting shown by the form.
Holding days:
Object setting shown by the form.
Type:
Mode selector that changes the behavior of the object.
Timeframe:
Object setting shown by the form.
Custom timeframe start:
Object setting shown by the form.
Custom timeframe end:
Object setting shown by the form.
Group by:
Object setting shown by the form.
Direction:
Object setting shown by the form.
PIN list:
Credential or PIN value. Treat it as sensitive.
Report calls with cost:
Object setting shown by the form.
Disposition:
Object setting shown by the form.
Order by:
Object setting shown by the form.
Hourly details:
Object setting shown by the form.
Saving and deleting
Task
How to do it
Create
Select the new action from the Reports list, fill the required fields, and select Save.
Edit
Open the existing report, update the needed fields, and select Save.
Delete
Before deleting a report, check call-flow, destination, schedule, report, provisioning, or integration references. Use the row delete action or the form delete action when available, then confirm.