Create Executive Summary reports and view all reports in

View all reports created or generated in on the Reporting page. You can perform the following actions on this page:

• View all reports available in your instance.
• View only Event reports, which are reports generated inside a container.
• View only Case reports, which are reports generated inside a case.
• View and create Executive Summary reports. You can only create Executive Summary reports on this page. See Create an Executive Summary report in .

View reports in

Perform the following tasks to view reports in :

1. From the Home menu, select Reporting. Reports that are generated on-demand appear in the Generated Reports section, and reports that are scheduled for a specific time or interval appear in the Scheduled Reports section.
2. (Optional) Filter the reports you see on this page by selecting the All Types drop-down list.
   • Select Executive Summary to view only Executive Summary reports on this page.
   • Select Event Report to view only reports created inside a container.
   • Select Case Report to view only reports created inside a case.
3. (Optional) Click on any column header to sort the table. For example, click on Report Name to sort the reports in the table by report name.

Create an Executive Summary report in

Perform the following tasks to create an Executive Summary report in .

1. From the Home menu, select Reporting.
2. Click + Report to create a new report.
3. Give the report a name.
4. The report Type is Executive Summary. This is the only type of report you can create on this page.
5. Select a Source.
6. In the Period field, select the period of time you want the report to cover.
7. In the Schedule field, select when or how often you want the report to be run.
   • Select Run Now to run the report immediately after it is saved. View the report in the Generated Reports section of the Reporting page.
   • Select another option such as Daily, Weekly, Bi-Weekly, Monthly, or Quarterly to schedule an interval for running the report. Specify a starting date in the Starting On field, which appears when you select any option other than Run Now. View the report in the Scheduled Reports section of the Reporting page.
8. Click Save.