Historical Reporting

DW synchronizes relevant data on a daily basis. These synchronized datasets can be used to generate interactive historical reports.

2Ring provides several predefined reports that cannot be edited. However, users can create new custom reports based on these predefined ones and edit them as needed.

Currently, historical reporting in DW is specifically designed for customers using the Webex CC connector. This specialized reporting capability allows organizations to leverage synchronized Webex CC data for comprehensive historical analysis and reporting.

Access and Permissions

• Viewing Reports: Available to Tenant Admins, and Report Editors/Readers.

• Editing Reports: Available to Tenant Admins, and Report Editors.

Enabling Historical Reporting

To enable the ability to view and edit reports, please contact 2Ring Support.

Reporting Interface and Layout

Accessing Reports in Admin Portal

Reports are accessible through the Administration Tool in the Historical Reports tab.

• Predefined Reports: Contains read-only Power BI and Paginated reports provided by 2Ring

• Custom Reports: User-created and editable reports based on predefined templates

Report Interface Overview

The interface for historical reports is powered by Microsoft Power BI. Each report displays:

• Report Toolbar: Contains visualization controls and export options

• Time-based Filters: Ability to select date ranges and drill down into historical data

• Interactive Visualizations: Charts, tables, and metrics powered by Power BI

For more information on working with Power BI reports, refer to the Microsoft Power BI Documentation.

Example of a historical report:

Managing Reports

Opening and Viewing Reports

To open and view a historical report:

1. Navigate to Administration Tool → Historical Reports

2. Select a report from the Predefined Reports or Custom Reports list

3. Click on the Open Report… button

4. Use the toolbar to interact with visualizations, apply filters, and export data

Creating Custom Reports from Templates

To create a new custom report:

1. Navigate to Administration Tool → Historical Reports

2. Click Create New Report in the Custom Reports section

3. Enter a name of a report and select a predefined report template to base your custom report on

4. The report will be created

Duplicating Reports

To clone an existing report:

1. Select the report you wish to clone from the Predefined Reports or the Custom Reports section

2. Click the Duplicate option in the toolbar

3. Provide a new name for the duplicated report

4. The new report will be created with the same configuration and visualizations in the Custom Reports section

5. You can now customize the duplicated report as needed

Customizing Reports

To customize and edit a custom report:

1. Select the custom report from the Custom Reports section

2. Click Edit Report… to enter editing mode

3. For information about editing Power BI reports, refer to the Microsoft Power BI Documentation

4. Click Save to save your changes

Editing predefined reports is not permitted. To edit a report template, you must first create a custom report based on that template.

Linking Historical Reports from Layouts

Historical reports can be linked directly from Layout, allowing users to access relevant historical data without navigating through the admin portal menu.

Creating Report Links in Layouts

To link a historical report from a layout:

1. Open the layout

2. Select a desired segment that will refer the report

3. Open the Title and Paging info group

4. Enable the Enable Hyperlink option

5. Disable the Target Layout option

6. Fill the URI field with the report link containing filter parameters in JSON format.

7. Save the layout configuration

When a report link is defined on a grid segment, the link can reference the current row. Values from the grid row can be used as placeholders in the report URI.

Historical Reports can be referenced from every place where hyperlinks are supported..

For more information about enabling hyperlinks in segment titles, refer to the Layout Editor documentation.

URI Format

For more information on constructing filter parameters in the URI, refer to the Power BI URL Filters Documentation.

https://{baseUrl}/admin/report.html
  ?reportId={reportId}
  &filters=[{
      "logicalOperator":"{logicalOperator}",
      "conditions":[
        {
          "value":"{conditionValue}",
          "operator":"{conditionOperator}"
        }
      ],
      "target":{
        "table":"{targetTable}",
        "column":"{targetColumn}"
      },
      "filterType":{filterType1}
    },{
      "target":{
        "table":"{targetTable2}",
        "column":"{targetColumn2}"
      },
      "operator":"{operator2}",
      "values":["{valueListItem1}", "..."],
      "filterType":{filterType2}
    }]

Placeholder	Description
{baseUrl}	Base URL for the tenant instance
{reportId}	Identifier of the historical report to be displayed
{logicalOperator}	Logical operator used to combine conditions (e.g. Or, And)
{conditionValue}	Value used in the filter condition
{conditionOperator}	Operator applied in the condition (e.g. StartsWith, Equals)
{targetTable}	Name of the table targeted by the first filter
{targetColumn}	Name of the column targeted by the first filter
{filterType1}	Numeric filter type for the first filter definition
{targetTable2}	Name of the table targeted by the second filter
{targetColumn2}	Name of the column targeted by the second filter
{operator2}	Operator used by the second filter (e.g. In)
{valueListItem1}	Value item used in a multi-value filter (e.g. In)
{filterType2}	Numeric filter type for the second filter definition

Example URI format for linking to a historical report:

The following example demonstrates a real-world URI that links to a historical report and pre-filters the data to a specific agent.

This scenario is commonly used when linking a report from a grid or layout segment that represents an individual agent.

https://example.dwcloud.com/admin/report.html
  ?reportId=3f8c1b42-9a21-4e3a-9c4e-7b12f4d9aabc
  &filters=[{
     "logicalOperator":"And",
     "conditions":[
       {
         "value":"John Doe",
         "operator":"Equals"
       }
     ],
     "target":{
       "table":"Agents",
       "column":"AgentName"
     },
     "filterType":1
    }]

Example URI format with placeholder

The following example shows how a report link defined on a grid segment automatically filters the report based on the clicked row value.

In this example, each grid row represents a single agent, and the report is filtered by the agent name from the grid column.

https://example.dwcloud.com/admin/report.html
  ?reportId=3f8c1b42-9a21-4e3a-9c4e-7b12f4d9aabc
  &filters=[{
     "logicalOperator":"And",
     "conditions":[
       {
         "value":"{{value}}",
         "operator":"Equals"
       }
     ],
     "target":{
       "table":"Agents",
       "column":"AgentName"
     },
     "filterType":1
    }]

Placeholder usage in grid segments

When a historical report is linked from a grid segment, the placeholder {{value}} represents the value of the grid column where the hyperlink is defined for the clicked row.

This allows each row in the grid to link to the same report, automatically filtered based on the row it was clicked from.

Accessing Linked Reports

Users viewing a layout with linked historical reports can:

1. Locate the report link in the layout view

2. Click the report link to open the historical report

3. The report may open with pre-filtered data based on the URI used

4. Interact with and export data from the report as usual

Embedding Reports in Layouts

Historical Reports can be embedded directly into a layout using the Web Page segment.

This allows users to view reports in the context of a layout without navigating to the reporting section separately.

Web Page Segment

To embed a report:

1. Add a Web Page segment to the layout

2. In the segment configuration, fill in the URL field with the report URL

• Report URL can be obtained by copying the browser address bar URL while viewing the desired report

3. No additional configuration is required

The Web Page segment loads the report directly from the provided URL.

Interactivity of Embedded Reports

Embedded reports remain fully interactive when displayed in a layout.

Users can interact with the embedded report in the same way as when viewing it directly in Historical Reporting, including:

• Clicking on visuals and data points

• Switching between report pages or tabs

• Applying and adjusting report filters

• Using drill-through actions (where supported by the report)

All interactions respect the same filtering, navigation, and permission rules as the original report.

Embedding a report in a layout does not limit its functionality. The report behaves identically to its standard interactive version.

Access and Permissions

Visibility of an embedded report depends entirely on user permissions.

• An embedded report is visible only to users who have sufficient permissions to view Historical Reports

• Users without the required permissions will not be able to see the embedded report

Business Unit Scope

When viewing embedded reports, Business Unit (BU) context is not applied.

The system does not restrict report visibility based on the Business Unit the user currently belongs to

Access to embedded reports is governed solely by reporting permissions, not by Business Unit membership.