Custom Reports - Best Practices
This section provides suggested best practices for Custom Reports that you can incorporate into your Xima CCaaS experience.
Optimize Your Efforts with the Preview Button
Make the most of the preview option when building a custom report in our HTML interface. When adding/editing columns, data will populate automatically. This is a great way to verify you’re getting the expected data while you configure the report metrics. To modify the date range of the data preview or to disable the preview, select “Preview Configuration” at the bottom.
Updated 6 months ago