Genesys Cloud - Main

Hello all,
Maybe somebody knows if it's possible to create a "perfomance view/s" (with predefined filters, fields, fields order and so on) that could be used by other users (supervisors)?
Or, maybe it's possible to export/save such views as "templates" and then import them by other users (supervisors)?
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#ArchitectureandDesign
#PlatformAdministration
#Reporting/Analytics
#SystemAdministration

Hi Yvgeni,

If using the browser client, you could always copy the url on the page you created and send it to your Supervisors.  As long as they have sufficient permissions, it should load a similar page they can then "Save".

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Thanks!

Bob Shappell
Avtex Solutions, LLC
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Original Message:
Sent: 11-02-2021 12:24
From: Yvgeni Liberman
Subject: How to create the "Performance views" with predefined filters that will be available for other users

Hello all,
Maybe somebody knows if it's possible to create a "perfomance view/s" (with predefined filters, fields, fields order and so on) that could be used by other users (supervisors)?
Or, maybe it's possible to export/save such views as "templates" and then import them by other users (supervisors)?
#Ask Me Anything (AMA)
#ArchitectureandDesign
#PlatformAdministration
#Reporting/Analytics
#SystemAdministration

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Best regards,

Yvgeni Liberman
ITNavPro
------------------------------

Original Message:
Sent: 11/3/2021 11:58:00 AM
From: Bob Shappell
Subject: RE: How to create the "Performance views" with predefined filters that will be available for other users

Hi Yvgeni,

If using the browser client, you could always copy the url on the page you created and send it to your Supervisors.  As long as they have sufficient permissions, it should load a similar page they can then "Save".