Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

Hi Jacqueline,

We have documented the steps to generate these reports from the performance views here: Deprecation: Canned reports - Genesys Cloud Resource Center.

Please let me know if you have any questions.

For the Agent status detail report, we just made the feature generally available, which you can access via the Agent Status view (screenshot below)

Thanks,

Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

Thank you, Nikhil! 

Is there a way to do this for multiple people (like 30+) or, do I have to do this 1 agent at a time?

This is exactly the set up we're looking for, so thank you again! =)

Hi Jacqueline,

We have documented the steps to generate these reports from the performance views here: Deprecation: Canned reports - Genesys Cloud Resource Center.

Please let me know if you have any questions.

For the Agent status detail report, we just made the feature generally available, which you can access via the Agent Status view (screenshot below)

Thanks,

Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

For multiple agents, the option will be available via export. The steps would be:

• Select the agents and add the selections as filters (first screenshot below shows the "Add to filters" option available when the agents are selected)
• Once the agents are added to the filtered view, then the export panel presents option to export the data as pdf or csv, for the agent timeline, which is the equivalent report to the existing canned report you referred above

Thank you, Nikhil! 

Is there a way to do this for multiple people (like 30+) or, do I have to do this 1 agent at a time?

This is exactly the set up we're looking for, so thank you again! =)

Hi Jacqueline,

We have documented the steps to generate these reports from the performance views here: Deprecation: Canned reports - Genesys Cloud Resource Center.

Please let me know if you have any questions.

For the Agent status detail report, we just made the feature generally available, which you can access via the Agent Status view (screenshot below)

Thanks,

Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

For multiple agents, the option will be available via export. The steps would be:

• Select the agents and add the selections as filters (first screenshot below shows the "Add to filters" option available when the agents are selected)
• Once the agents are added to the filtered view, then the export panel presents option to export the data as pdf or csv, for the agent timeline, which is the equivalent report to the existing canned report you referred above

Thank you, Nikhil! 

Is there a way to do this for multiple people (like 30+) or, do I have to do this 1 agent at a time?

This is exactly the set up we're looking for, so thank you again! =)

Hi Jacqueline,

We have documented the steps to generate these reports from the performance views here: Deprecation: Canned reports - Genesys Cloud Resource Center.

Please let me know if you have any questions.

For the Agent status detail report, we just made the feature generally available, which you can access via the Agent Status view (screenshot below)

Thanks,

Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

Hi nikhil

I am also working on a monthly report 

So I have to do high level for the group (Management Unit) and then a monthly for the agent separately.

When I created the workspace I chose the agents and then what I wanted.

That works great.

I now need each agent for the month but all agents in the group in one file

As suggested above I clicked on the agents but Add to Filter is greyed out with warned already added?

What am I doing wrong as I believe it is possible but I might be missing a step?

When I do the export I only get one file with one agent?  I need one file with all agent status for the month.

thanks so much

For multiple agents, the option will be available via export. The steps would be:

• Select the agents and add the selections as filters (first screenshot below shows the "Add to filters" option available when the agents are selected)
• Once the agents are added to the filtered view, then the export panel presents option to export the data as pdf or csv, for the agent timeline, which is the equivalent report to the existing canned report you referred above

Thank you, Nikhil! 

Is there a way to do this for multiple people (like 30+) or, do I have to do this 1 agent at a time?

This is exactly the set up we're looking for, so thank you again! =)

Hi Jacqueline,

We have documented the steps to generate these reports from the performance views here: Deprecation: Canned reports - Genesys Cloud Resource Center.

Please let me know if you have any questions.

For the Agent status detail report, we just made the feature generally available, which you can access via the Agent Status view (screenshot below)

Thanks,

Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

Hello Shirley,

Are you seeing "View as group" option after selecting the agents? As shown in the screenshot on one of the posts here, upon selection of the agents and adding them as filters, there will be a "View as group" option. That need to be selected to view the data at the group level. And that same data can be exported as well.

Thanks,

Hi nikhil

I am also working on a monthly report 

So I have to do high level for the group (Management Unit) and then a monthly for the agent separately.

When I created the workspace I chose the agents and then what I wanted.

That works great.

I now need each agent for the month but all agents in the group in one file

As suggested above I clicked on the agents but Add to Filter is greyed out with warned already added?

What am I doing wrong as I believe it is possible but I might be missing a step?

When I do the export I only get one file with one agent?  I need one file with all agent status for the month.

thanks so much

For multiple agents, the option will be available via export. The steps would be:

• Select the agents and add the selections as filters (first screenshot below shows the "Add to filters" option available when the agents are selected)
• Once the agents are added to the filtered view, then the export panel presents option to export the data as pdf or csv, for the agent timeline, which is the equivalent report to the existing canned report you referred above

Thank you, Nikhil! 

Is there a way to do this for multiple people (like 30+) or, do I have to do this 1 agent at a time?

This is exactly the set up we're looking for, so thank you again! =)

Hi Jacqueline,

We have documented the steps to generate these reports from the performance views here: Deprecation: Canned reports - Genesys Cloud Resource Center.

Please let me know if you have any questions.

For the Agent status detail report, we just made the feature generally available, which you can access via the Agent Status view (screenshot below)

Thanks,

Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

Hi Jacqueline,

We have documented the steps to generate these reports from the performance views here: Deprecation: Canned reports - Genesys Cloud Resource Center.

Please let me know if you have any questions.

For the Agent status detail report, we just made the feature generally available, which you can access via the Agent Status view (screenshot below)

Thanks,

Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

Hello-
I am adding to this thread since it is the same topic regarding the canned reports,  I am a bit confused, it is noted on the reporting tab the canned reports will be removed.  If you review the schedule on the https://help.mypurecloud.com/articles/deprecation-canned-reports/, the log in / log out report will be depreciated on September 2023.  However in today's release there was an update to the log in / log out report.  https://help.mypurecloud.com/releasenote/march-1-2023/.

Will some reports remain under the reporting tab?  Do I continue to direct the leaders to the reporting tab for now with the cavate this will move on Sept 2023.  It is confusing if we are removing why we would improve the report?

thank you

Hi Jacqueline,

We have documented the steps to generate these reports from the performance views here: Deprecation: Canned reports - Genesys Cloud Resource Center.

Please let me know if you have any questions.

For the Agent status detail report, we just made the feature generally available, which you can access via the Agent Status view (screenshot below)

Thanks,

Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

Hello Cressida,

The feature that's released today is available via the exports panel of the agent status view. And the goal is for this to replace the existing canned reports for user status details and log-in/logout details. After the deprecation of all the reports, everything under the "Reports" tab will go away and the performance views exports will be the new way to generate these reports. All the performance views will be accessible via the "Workspace" option (under "Performance" option on the top-level menu). We strongly recommend the users to start using the performance views for the reporting needs where the functional parity is available.

Thanks,

Hello-
I am adding to this thread since it is the same topic regarding the canned reports,  I am a bit confused, it is noted on the reporting tab the canned reports will be removed.  If you review the schedule on the https://help.mypurecloud.com/articles/deprecation-canned-reports/, the log in / log out report will be depreciated on September 2023.  However in today's release there was an update to the log in / log out report.  https://help.mypurecloud.com/releasenote/march-1-2023/.

Will some reports remain under the reporting tab?  Do I continue to direct the leaders to the reporting tab for now with the cavate this will move on Sept 2023.  It is confusing if we are removing why we would improve the report?

thank you

Hi Jacqueline,

We have documented the steps to generate these reports from the performance views here: Deprecation: Canned reports - Genesys Cloud Resource Center.

Please let me know if you have any questions.

For the Agent status detail report, we just made the feature generally available, which you can access via the Agent Status view (screenshot below)

Thanks,

Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

Thank you for the quick response.  We have been directing the leaders to the workspace area for data and will continue to do so, appreciate the clarification.

For the agent status report the log in / out was not available before?  I must had missed that, I am newer to the platform.  I did notice on your screen capture you have 3 radio buttons that I do not have.  I assume this is a permission setting?  I do not see an article indicating specific permissions to add the added selections.  I have tried both with the select columns checked and unchecked.    

------------------------------
Cressida Gioiella
Massachusetts Mutual Life Insurance Company

Original Message:
Sent: 03-01-2023 11:22
From: Nikhil Ponnam
Subject: Report Tab Vs Workspace Reporting

Hello Cressida,

The feature that's released today is available via the exports panel of the agent status view. And the goal is for this to replace the existing canned reports for user status details and log-in/logout details. After the deprecation of all the reports, everything under the "Reports" tab will go away and the performance views exports will be the new way to generate these reports. All the performance views will be accessible via the "Workspace" option (under "Performance" option on the top-level menu). We strongly recommend the users to start using the performance views for the reporting needs where the functional parity is available.

Thanks,

------------------------------
Nikhil Ponnam
Principal Product Manager, Genesys Cloud CX

Original Message:
Sent: 03-01-2023 10:32
From: Cressida Gioiella
Subject: Report Tab Vs Workspace Reporting

Hello-
I am adding to this thread since it is the same topic regarding the canned reports,  I am a bit confused, it is noted on the reporting tab the canned reports will be removed.  If you review the schedule on the https://help.mypurecloud.com/articles/deprecation-canned-reports/, the log in / log out report will be depreciated on September 2023.  However in today's release there was an update to the log in / log out report.  https://help.mypurecloud.com/releasenote/march-1-2023/.

Will some reports remain under the reporting tab?  Do I continue to direct the leaders to the reporting tab for now with the cavate this will move on Sept 2023.  It is confusing if we are removing why we would improve the report?

thank you

------------------------------
Cressida Gioiella
Massachusetts Mutual Life Insurance Company

Original Message:
Sent: 03-01-2023 10:16
From: Nikhil Ponnam
Subject: Report Tab Vs Workspace Reporting

Hi Jacqueline,

We have documented the steps to generate these reports from the performance views here: Deprecation: Canned reports - Genesys Cloud Resource Center.

Please let me know if you have any questions.

For the Agent status detail report, we just made the feature generally available, which you can access via the Agent Status view (screenshot below)

Thanks,

------------------------------
Nikhil Ponnam
Principal Product Manager, Genesys Cloud CX

Original Message:
Sent: 02-28-2023 12:12
From: Jacqueline Turner
Subject: Report Tab Vs Workspace Reporting

Is there a cheat sheet somewhere that says something like...  

If you ran _____ report on the Report tab, use this page and these filters in the Performance > Workspace view. 

I'm still in favor of keeping (wishful thinking, I know) the Reports tab because it's just easier for our admins to use. =P 

Is there any equivalent in the Workspace > Performance reporting for Agent Status Detail? Agent Summary is not what we're looking for. 

Screenshot 1 - what we're looking for: Status Detail Report ran in the Reports tab

Screenshot 2 is Status Summary in Performance > Export:

#GenesysCloudCX
#WorkforceManagement
#InteractionAnalytics

------------------------------
Jacqueline Turner
New York Central Mutual Fire Insurance Co-
------------------------------