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Genesys CloudDeprecation: Canned reports

Announced on
(YYYY-MM-DD)
Effective date
(YYYY-MM-DD)
Aha! idea
2022-06-22 2024-03-20 -

With the introduction of scheduled exports, emailed exports, PDF exports, and selectable columns, Genesys Cloud completed the core functionality that the s service provided. Genesys Cloud intends to migrate all canned report usage (a limited set of report types with no configurability other than the most basic options) to the dynamic view exports that will let users generate all the reports they may need with ease.

This multi-step approach migrates one report at a time and identifies usage, announces deprecation, and provides documentation about how to switch over. This process also disables the creation of new reports that were migrated and eventually deprecates the report entirely. 

The current 16 report templates allow users to configure and create custom reports according to a specific need for data. Updates in the Performance views provide the same reports without the technical overhead encountered from the former process. These updates also enable users to continue to view data for a specific time and date.

For more information, see the How are exports used to reproduce reports section below.  

Note: Genesys recommends that you evaluate your reporting needs and requirements and make the necessary adjustments to create the reports in the Performance views.

The following 16 report templates will be retired in 4 phases. 

  • Queue Reports – five reports
  • Agent Reports – six reports
  • Campaign Reports – three reports
  • User Reports – two reports

FAQs

What does this mean? 

The report will continue to function between the announcement date and the removal date of each canned report. But Genesys will no longer support the report past its deprecation date. Genesys Cloud will continue to resolve any major breakage until the removal date. 

Am I affected?

If you are using any of the canned reports listed in the above table, then you will be affected.

How can I prepare for the report removal?

  • Gain an understanding of the exports and how they enable flexible reporting for users. For more information, see Export view data.
  • Genesys recommends that you start using the exports functionality as soon as possible. This will ensure that users in your organization have sufficient time to familiarize themselves with report creation using the export capability.

Are there any limitations when using Export capability?

There are no limitations when using the Export capability when compared to the Reports functionality.

The Export enables the users to get the same data provided by the canned reports with added flexibility.

How often can the exports be scheduled?

The Exports can be scheduled depending on the time interval associated with the data that must be exported. For example, to export data from the last hour schedule an hourly export, and to export data from the previous day schedule a daily export. For more information, see  Export view data.

Are there any new rules or best practice guidelines when using exports?

For more information on the best practices, refer to the Export best practices section in the Export view data article.  

How are exports used to reproduce reports?

The following sections explain how to reproduce each report using the export capability within the performance view.

What if I need help or have questions?

For more information, see: About views and dashboards

For other questions not covered in these articles, contact MySupport, Genesys Professional Services, your Customer Success Manager, or your Genesys Cloud TAM.