Configure report groups for the Customer Information view

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure the groups of reports to display in a single section on the Customer Information view.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Report groups are displayed in the Customer Information view in Agent Workspace.

    Configured report group shows high priority cases in the Customer Information view.

    Prozedur

    1. Navigate to All > Customer Central > Customer Information > Report Group Configurations.
    2. Select New.
    3. Fill out the fields, as required.
      Tabelle : 1. Report Group configurations form fields and descriptions
      Field Description
      Title Enter a title for the report group.
      Context table Select a Context table.
      Hinweis:
      For example, enter Contact if you want all the information about a customer contact to be displayed.
      Report configurations Select the list of reports to be displayed in the group.
    4. Select Submit.