Reusing Custom Report Templates in Zendesk WFM
How do I reuse a custom report template in Zendesk WFM?
Reusing a custom report template in Zendesk WFM is easy. Simply hover over the template you want to reuse and click the options menu icon (three dots) next to the template name.
From there, you can duplicate the template. This is particularly useful if you want to keep most of the configurations the same and only need to adjust filtering criteria or attributes. You can also create custom reports by copying system report templates, which allows for even more flexibility in your reporting.
More related questions
How do I create a custom report template in Zendesk WFM?
Creating a custom report template in Zendesk WFM is straightforward. Start by hovering over the folder icon and selecting 'Reports'. Click the plus sign (+) icon to create a new template, then enter a title for your report. The timezone will…
Can I edit a custom report template in Zendesk WFM?
Yes, you can edit a custom report template in Zendesk WFM. To do this, hover over the folder icon and select 'Reports'. Choose the template you want to edit and click the pencil icon to enter the edit view. In this view, you can change the name,…
How can I export a report from Zendesk WFM?
Exporting a report from Zendesk WFM is simple. First, hover over the folder icon and select 'Reports'. Choose the report template you want to export and select the desired time period. Click 'Export CSV' to generate the report. A confirmation…
What should I know about exporting large reports in Zendesk WFM?
When exporting large reports in Zendesk WFM, there are a few things to keep in mind. The more metrics, attributes, or filters you include, the longer it will take to generate the report. You can export a maximum of 406 days or 58 weeks in one…
Can I reorder metrics in Zendesk WFM reports?
Unfortunately, you cannot reorder metrics directly within the Zendesk WFM interface. The metrics are displayed in alphabetical order and remain fixed in place. However, you can export the report and rearrange the metric columns in the exported file…
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