Team Activity Reports

As an admin, you can filter and view the team-level reports of a specific month based on the following activities:

• Disabled Users
• Messages Received
• Messages Sent
• Newly Added Users
• Maximum Concurrent Users
• Active Users

Follow these steps to view the team activity reports:

1. Go to client admin console > reports.
2. Select the Team Name and Activity from the respective drop-down lists.
3. Select the Month (for which the reports have to be extracted) and click Search.
   All the relevant results will be displayed on the screen.
   If you select Disabled Users in the Activity drop-down, you will view the Disabled By and Disable Reason columns. The additional information helps you know the full context of user disablement.

Advanced Reporting

Advanced reporting is a simple and powerful analytics tool that lets users create their reports based on the available data and filters. Suppose the administrative user enables the advanced reporting for existing user personas like the Client admin or Group admin the admin must update the individual user's profile to access it on the Webex Engage UI. On the contrary, the new users will gain access by default if Advanced reporting is enabled for any of the mentioned role types.

To provide quicker query resolution, intuitive data exploration from the dashboards, and secure customer data, we upgraded our Advanced Reporting (metabase) license to the Enterprise version. The enterprise version provides a unique way of data visualization and interpretation that helps users play with their data by applying dashboard filters, cross-filters, interactive drill-through menus, scheduled deliveries, alerts via email, PDF exports and downloads, and much more.

The following sections provide a brief overview of the latest features in Advanced reporting.

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Note:

• The Advanced Reporting on Webex Engage is a Premium Feature and will not be available by default to all clients. Please contact your respective Account Manager / Customer Success Manager / Support team to get this feature enabled on your Webex Engage instance.
• If admin provides access to Client admin and Group admin user personas, the designated user will gain access to comprehensive tenant data and reports on the Advanced reporting screens.

As an administrator (Client admin / Group admin), you can perform the following actions on the Advanced reporting screen:

• Create collections, dashboards, and questions.
• View the list of activities on the dashboard.
• View recently created and viewed reports under Collections on the left pane of the dashboard.

To navigate to advanced reporting, follow these steps:

1. Navigate to Admin Console > Reports.
2. Click Advanced Reporting on the top-right corner of the screen.

You will navigate to the following landing page.

3. Navigate to Browse > Select Databases to view your data.

You will view your database on the center of the screen.

4. Click the Database and choose the report to view the details.

Question

A Question is a query on the database, the results of which can be used in reports or dashboards.

To create a question, follow these steps:

1. Click New on the top-right corner of the Advanced reporting screen.
2. Select Question from the drop-down list. The following screen appears.

3. Select the required table from the Tables tab on the top-left corner of the screen, to create questions.

4. Select the columns from the Data drop-down list that you wish to view in the report.
5. Additionally, you can merge data and customize the columns.
6. Click Add filters to narrow the answers to add filter options.
7. Click Summarize to select specific metrics you wish to view in the report.
8. Moreover, you can sort and limit the rows based on need.
9. Click Visualize to view the answer.
10. Click Save on the top-right corner of the screen to save the question.
11. Click Visualization on the bottom-left corner of the screen to view various options, such as Bar graphs and pie diagrams, that you can use to represent your results.

The below image represents count of users by Team ID in Agent KPI report.

12. You can click the Settings icon adjacent to Visualization to hide or view the columns.
13. You can click the drop-down adjacent to each column heading to perform various actions based on need.

SQL query

A Question is a query on the database, the results of which can be used in reports or dashboards. You can even create a question using an SQL query.

To create a question using SQL query, follow these steps:

1. Click New on the top-right corner of the Advanced reporting screen.
2. Select SQL query from the drop-down list.

The following screen appears.

3. Enter the SQL Query and click Run query on the bottom-right corner of the screen.

Dashboard

To create a dashboard, follow these steps:

1. Click New on the top-right corner of the Advanced reporting screen.
2. Select Dashboard from the drop-down list.

The following pop-up window appears.

3. Enter the Name and Description for the dashboard.
4. Additionally, you can add this dashboard into a specific collection.
5. Click Create.
   You will navigate to the new dashboard.
6. Click Save on the top-right corner of the screen.
7. Click Newon the top-right corner to the screen to add questions.

You can add multiple questions and arrange them on the dashboard.