Note:Your account must have Administrative rights to access Report Manager.

  1. In the menu, go to Reporting > CSV/Excel Report Generator.
  2. Select New Report (default).
  3. Select the report Start Date.
  4. Select the report End Date.
  5. Select the Location.
  6. Select the Customer Queues.
  7. Select the Work Queues.
  8. In Fields, click the drop-down menu to select the report field(s), and click Add Field for each.
  9. In Custom Fields, click on the drop-down menu to select the report custom field(s), and click Add Field for each. 
  10. Enter the email address in which to send the report.
  11. Name the Report to save for future use (optional).
  12. Click Run.