Edit an insight report

You can edit an insight report at any time to change its name, the period it searches, the interaction type, or add or delete interaction properties. If you want to analyse the latest transcripts for the report without changing the search criteria, you can refresh the report instead.

You need an administrator or publisher role to edit private or shared insight reports.

1. Click Improve in the left navigation, then click Insight Reports.
2. If the report you want to use is shared with your team, click the Shared tab.
3. Click the report you want to edit.
4. Make your changes.
   If you change the interaction type of the report, any existing interaction properties defined in the report that are not supported by the new interaction type are deleted. For more information, see Interaction types and properties.
5. Click Update.
   The report displays the number of transcripts that match the report criteria. You can adjust the filters or reporting period if your report retrieves too many or too few transcripts.
6. To view and analyse the transcripts that match your updated report, click View transcripts.