Configure report groups for the Customer Information view
Configure the groups of reports to display in a single section on the Customer Information view.
Before you begin
Role required: admin
About this task
Report groups are displayed in the Customer Information view in Agent Workspace.
Image omitted: report-groups.jpg
Configured report group shows high priority cases in the Customer Information view.
Configured report group shows high priority cases in the Customer Information view.
Procedure
Navigate to All > Customer Central > Customer Information > Report Group Configurations.
Select New.
Fill out the fields, as required.
| Field | Description |
|---|---|
| Title | Enter a title for the report group. |
| Context table | Select a Context table. Note: For example, enter Contact if you want all the information about a customer contact to be displayed. |
| Report configurations | Select the list of reports to be displayed in the group. |
- Select Submit.