Parameters are named, typed values defined while building a report in Create Report, alongside the related Manage Formulas option. A row type must already be selected before Manage Parameters becomes available.

Opening Manage Parameters

1. In Create Report, select a row type
2. Select the ⋮ menu at the top of the report builder
3. Select Manage Parameters

The Manage Parameters window lists every parameter already defined for the report.

Creating a Parameter

1. In the Manage Parameters window, select the + icon next to Parameter
2. Enter a Name for the parameter
3. Select a Type — see Parameter Types below
4. Select Save
5. Select Finish to close the Manage Parameters window

Parameter Types

The following types are available when defining a parameter's Type:

• Call Event Type
• Account Codes
• Event Duration Threshold
• Call Directions
• Advanced Text
• Groups
• Agents
• Skills
• Event Sequence
• Boolean
• Ternary
• Roles
• Time Interval
• Shift
• Time of Day
• Days of Week
• Thresholds
• Long Range
• MULTI_SELECT_WITH_OPTIONS
• Media Selection
• Chat Media Type
• Multimedia Interaction Type
• Feature Types
• Email Directions
• Email Event Type
• Count Interval Credit Mode
• Reason Code

Assigning a Parameter to a Criteria Field

A saved parameter can be assigned to any criteria field added while building a column, row filter, or summary metric, in place of selecting a fixed value directly.

1. On a criteria field, select the ⋮ menu next to the field
2. Select Use Parameters, then Assign
3. Select an existing parameter from the list, or select New Parameter to create one without leaving the criteria field

Once assigned, the field displays Assigned to [Parameter Name] instead of a selected value, and the criteria's value is resolved from the parameter rather than a fixed selection. Selecting Use Values from the same ⋮ menu reverts the field back to a fixed, directly-selected value.

Parameters at Runtime

Once a criteria field is assigned to a parameter, that parameter appears as its own field — named after the parameter — in the report's Configuration panel wherever the report is run, scheduled, or viewed. Selecting a value there at runtime determines what the assigned criteria field resolves to for that run, rather than the report always using a value fixed at design time.

A parameter can also drive Sub-Reports, which generates a nested report per value found for the parameter when a report runs.