Overview
You can create new reports with the Unified Intelligence Center that is embedded with Unified CCX. To create new custom Historical reports, you need not install a Standalone Unified Intelligence Center.
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You can create new reports with the Unified Intelligence Center that is embedded with Unified CCX. To create new custom Historical reports, you need not install a Standalone Unified Intelligence Center.
The following table describes the task flow to create a new Historical report:
Sequence |
Task |
Where performed |
Reference |
||
---|---|---|---|---|---|
1 |
Create Unified CCX datasource |
Standalone Unified Intelligence Center |
See Create Unified CCX Data Source. See the "Standalone Cisco Unified Intelligence Center Configuration" section of the Cisco Unified Contact Center Express Administration and Operations Guide , located at: https://www.cisco.com/en/US/products/sw/custcosw/ps1846/products_installation_and_configuration_guides_list.html.
|
||
2 |
Create custom stored procedure |
Unified CCX |
|||
3 |
Create report definition |
Unified Intelligence Center embedded in Unified CCX |
See the "Create or edit report definitions" section of the Cisco Unified Intelligence Center Report Customization Guide, located at: https://www.cisco.com/en/US/products/ps9755/products_user_guide_list.html . |
||
4 |
Export custom report |
Unified Intelligence Center embedded in Unified CCX |
See the "Export reports, report definitions, and categories" section of the Cisco Unified Intelligence Center Report Customization Guide, located at: https://www.cisco.com/en/US/products/ps9755/products_user_guide_list.html . |
||
5 |
Import custom report to Unified CCX |
Unified Intelligence Center embedded in Unified CCX |
See the "Import Reports" section of the Cisco Unified Contact Center Express Report User Guide, located at: https://www.cisco.com/en/US/products/sw/custcosw/ps1846/products_user_guide_list.html. |
||
6 |
Set permissions to the new custom report |
Unified Intelligence Center embedded in Unified CCX |
See the "Manage user permissions" section of the Cisco Unified Contact Center Express Administration and Operations Guide , located at: https://www.cisco.com/en/US/products/sw/custcosw/ps1846/products_installation_and_configuration_guides_list.html. |
Create a Unified CCX data source on the Standalone Unified Intelligence Center server that points to the Unified CCX server.
Note |
Do not create a data source in the Unified Intelligence Center that is bundled with Unified CCX. This scenario is not supported. |
Step 1 |
Set the password for the Historical Reporting User.
|
Step 2 |
Record settings of the existing Unified CCX data source. |
Step 3 |
Configure a data source on the Standalone Unified Intelligence Center server to point to the Unified CCX server. |
Note |
Perform the following steps for both Unified CCX nodes, if applicable. |
The Unified CCX database schema details are described in the Database Schema Guide for Cisco Unified CCX and Cisco Unified IP IVR, located at:
Step 1 |
Connect to the db_cra database using the uccxhruser username and password. |
Step 2 |
Create a stored procedure using third-party tools such as SQuirrel SQL Client and AGS Server Studio. |
Step 3 |
Assign execution privileges for the stored procedure to uccxHrUserRole using the following command: Example: |
See the task flow table in How to Create Custom Reports.