How to extend the time period

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Posted on by SteveT

HI All,

Currently the Time Period options on the default KPI Customer Service Insights are Last 1 mth, Last 7 days and Last 24 hours.

We run our call centre over the Harvest period which last 3 months.

Is there a way to extend the reporting period on the Default KPI Customer Service Insights dashboard?

Regards Steve

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CJustin 262 on at

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RE: How to extend the time period

You can only observe the record until last 60 days.

Unfortunately as of now you cannot extend the time period on the default KPI customer service Insights dashboard beyond 2 months.

Regards.

Justin.

Apps4Rent
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Community Member on at

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RE: How to extend the time period

Complete the steps in the wizard.
In the admin center, go to the Billing > Subscriptions page.
On the Subscriptions page, select the trial subscription that you want to extend, and then, under the expiration date, select Extend trial.
Complete the steps in the wizard.

I hope this helps!

Regards,

Lewis

developer

apps4rent | o365cloudexperts
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Xiaoying Guo on at

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RE: How to extend the time period

Hi Steve,

Customer Service Insights today doesn't support period for last 3 months. It loads last 2 months of data (or up to 1 million cases whichever hit first) for processing. Meanwhile, we are evaluating the requests to extend to longer time period. Could you please submit your request at our Ideas forum? The product team are using it as one of the sources to prioritize the features: https://experience.dynamics.com/ideas/categories/?forum=25ddfb80-8627-e911-a95a-000d3a4f3883&forumName=Dynamics%20365%20AI%20for%20Customer%20Service.

You can find the other service limits from this doc: https://docs.microsoft.com/en-us/dynamics365/ai/customer-service-insights/service-limits. We appreciate your feedback or any other questions.

Thanks!

Xiaoying
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AJ-22040756-0 on at

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RE: How to extend the time period

Hi Partner

Unfortunately, as of now KPI summary dashboard by default shows up only 1 month data. Here is the reference article docs.microsoft.com/.../use-dashboard-sample-data
Alice Lu on at

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RE: How to extend the time period

Hi Steve - great question, CSI currently have a limit of processing cases created in the past 60 days, although we are actively working on extending this time range so it'll be customizable by users, will update as soon as it's available for preview!

Thanks,

alice