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
{{reports-form-section-1}}Core identity and routing fields for the object.
Page
{{reports-form-section-2}}Settings shown in the Page block.
Schedule
{{reports-form-section-3}}Scheduling controls for when the object runs.
Delivery
{{reports-form-section-4}}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. |