Generating a Custom report using EPM

About this task

The custom report provides summary information about all the filtering options specified in the source report that you used for generating the report.

Procedure

Log on to the EPM web interface by using an account with the Administration, Operations, or Maintenance user role.
From the EPM main menu, select Reports > Custom.
On the Custom Reports page, click Add.
Optionally, click next to the existing custom report name link to generate the report.
Tip:
Placing the mouse pointer over the existing custom report name displays a tooltip that lists the user ID of the user who created the custom report.
On the Add Custom Report (Filters) page, select a source report from the Standard Reports or the Custom Reports lists. On selecting a source report, the filters get refreshed to correspond to the selected source report.

To create a custom report with organization level access, select an organization from the Organizations list. If you do not select an organization, this indicates that the user does not belong to any organization.

Note:

This field is displayed only if organization level access is enabled in the Avaya Experience Portal system and you have logged in as a user not assigned to any organization. For more information on organization level access, see Organization level access in Avaya Experience Portal.

If you select an organization for a custom report, the option to select an application is enabled. Only those applications are listed which belong to the organization.

Specify a name for the report.
Note:
If you have selected an organization in the field above, the selected organization and forward slash character are automatically prefixed to the report name.
Enter the filter criteria that you want to use.
Tip:

Click the more >> link to display the rest of the optional filters.
Click OK.
The EPM displays the report.
Optionally, click Save to save the filter settings without generating the report.

	Tip:
	Placing the mouse pointer over the existing custom report name displays a tooltip that lists the user ID of the user who created the custom report.

	Note:
	If you have selected an organization in the field above, the selected organization and forward slash character are automatically prefixed to the report name.

	Tip:
	Click the more >> link to display the rest of the optional filters.