Uploading a Report

After uploading a new report, it can be run in the same way as reports that have been created using Report Builder.

Standard mode users cannot upload report definitions.

To upload a new report:
  1. Click the Hamburger icon  in the menu bar, to show the tools menu. Select Reporting > Reports.

  2. Select the folder where you want to upload the report.

  3. Click Upload Report.

  4. In the Upload a Report page, fill in the following fields:

    • In the Name field enter a name for the uploaded report.

    • In the Sub Title field, enter a simple question which reflects the report contents and which will be used as the displayed title for the report, such as 'How many calls are queued?'.

    • In the File Path field enter the network path to the report file to be uploaded, or click Browse and go to the file location.

  5. Click Save to upload the report to the selected folder.

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