Recording Reports Users Tab

You must have the default Administrator or Supervisor role or a custom role that includes the Reports > Recording Reports > Full Control permission to use the Recording Reports Users tab.

To set a report filter for one or more users:

1. In the New Recording Report window, navigate to the Users Tab.
2. If the Show Inactive Users checkbox is checked, then a list of active and inactive agents will be pre-populated in the Selected Resources table.
   • If an agent user included in a group is deleted from CxQM, then that agent will be excluded from the Selected Resources table.
   • If an agent name (Joe Smith) doesn’t match up with the currently configured agent name (Joe Jarvis), then that agent will be excluded from the Selected Resources table.
3. Select the user(s) from the Available Resources table and move to the Selected Resources table. Sort the columns by clicking on the any of the column headers in the Available Resources table.
   1. Select one or more appropriate users in the Available Resources table by using the SHIFT and/or CTRL key while selecting, and then click Add (>>).
   2. Drag and drop your selection to the Selected Resources table.
   3. To remove a selection in the Selected Resources table, select the agent and click Remove (<<).