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Hi there,
I would like to know how to get the reports from Dynamics 365 Customer Service as at the moment the platform just gives the "Intradays" report which is not really useful if you want it by week, monthly or yearly.
Kind regards,
Fernando
Hi ffas,
The "Intradays" report you mentioned means the IntradayMonitoring report?
https://docs.microsoft.com/en-us/dynamics365/customer-service/intraday-insights-dashboard#the-intradaymonitoring-report
The Omnichannel intraday insights dashboards provide information about the health and key performance indicators (KPIs) for your organization. Omnichannel intraday insights consists of the following reports.
The information displayed in these reports is based on the conversations that were started or closed within the last 24 hours. The report fetches the latest data and is generated in real time when a supervisor accesses it. If the report in a customer configured workspace is kept open, it's automatically refreshed after 15 minutes. In a pre-configured Power BI workspace, the report auto refreshes after every 5 minutes.
These report are by-design, you can't modify it.
Maybe you can post your idea in the following forum and invite more people to vote it:
Categories (dynamics.com)
Hi Leah Ju,
Thank you for your reply.
Apart of the intradays, how can I get a monthly, yearly report from Dynamics 365 Customer Service?
That should be obvious and out of the box from the platform and not something that we need to dig until the end of the world to get it.
Cheers,
Under review
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