A report template creates a defined format and parameters for a report, specifying the available columns and filters. Templates can be run on-demand, shared with other users, or scheduled to automatically generate reports at specified times.

Getting Started #

This document provides the instructions for customizing a summary-style Template.  Before you begin, please ensure you have the following:

• Credentials to login to ISI Analytics
• The “Report Admin” or “Report User” role is assigned to your user
• A New or Existing Template

Why Use a Summary Report? #

Summary reports provide a streamlined experience by delivering key insights through a pre-defined format. This method eliminates the complexity and potential errors of customizing individual fields, which might lead to less effective or confusing reports. Summary reports are designed to quickly give you an overview of essential data, making it a practical choice for efficient and informed decision-making.

Customizing the Data and Layout #

Begin by creating or editing a Summary Template, a list of all Available Templates can be found here. Each summary template will give more detailed information about the available options for that template.

Summaries #

On the Summaries Tab begin in the summary section.  In this example we are using a Queue Summary Template.  The Summaries section allows you to select what kind of data will be included in your report.  The preset options ensure an accurate report while still allowing for flexibility.

Summary Display Options #

Next, move to the Summary Display Options Section.  This section allows a user to define sort options, and the layout of the report including which values run horizontally or vertically.

Summary Groups #

The last item to configure on this tab is Summary Groups.  This section allows you to add time groupings to the report including, Quarter, Month, Week, Date, and Hour.  Up to 3 groupings are allowed.