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Account Code Call Detail for Current User Report Filter

The Account Codes Call Detail for Current User Report displays interaction (calls and chats only) detail and account code information for all interactions for a user. The report is designed to help a user determine what account code was used on a interaction, and to review the information regarding his or her interactions for a specific date range.

Note
This report will not include interactions that were not assigned an account code. Currently, there is no way to query a range of account codes for a record that has a null value for account code. If you want to report on interactions that have no account code assigned, see the User Call Detail report.

In the Filter view you can configure required report parameters, add additional report parameters, import or export a report filter file, save a filter or load a filter to the CIC server, and run the report.

Creating a report filter

Create a report filter by configuring report parameters.

  1. Under Required Parameters, configure the required report parameters.

  2. Add Additional Parameters to the filter. To add an additional parameter, under Additional Parameters select a parameter from the list.

  3. If the Group by and Summary Parameters box is available, configure the optional parameters.

Running a report

When you have configured the parameters for your report, click Run Report from the toolbar. The report is displayed in the Workspace.

 

Parameters

You specify a range of dates, times, site IDs, and account codes to include in the report. IC sorts this report by account code, and then by date in ascending order.

 

Importing or Exporting a report filter

You can import and export a report filter file.

Import report filter

To import a report filter from a file:

  1. From the Reports toolbar, click Import . The Import dialog is displayed.

  2. Select the Name of the filter file to be imported. The name is displayed in the File name box.

  3. Click Open. The report filter is displayed in the Workspace.

Export report filter

To export a report filter to a file:

  1. From the Reports toolbar, click Export . The Export dialog is displayed.

  2. Type a descriptive name for the filter file in the File name box.

  3. Click Save. The report is saved and the dialog box is closed.

 

Saving or Loading a report filter

You can save a report filter to the CIC server or load a saved report filter.

Save report filter

To save a report filter to the IC Sever:

  1. From the Reports toolbar, click Save Filter . The Save Filter dialog is displayed.

  2. Type a descriptive name for the report filter in the lower box, and click OK. The filter name is displayed under the report name in the Navigation Pane. You can run the report from the Navigation Pane by double-clicking the saved filter.
     

Load report filter

To load a saved report filter from the IC Server:

  1. From the Reports toolbar, click Load Filter . The Load Filter dialog is displayed.

  2. Select a filter name, and click OK. The report filter is displayed in the Workspace.

 

Resetting filter parameters

You can reset a filter to its default view.

To reset filter parameters, from the Reports toolbar, click Reset .
The filter default parameters are displayed.