Configure reports for the Customer Information view

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure which reports to display on the Customer Information view.

    Before you begin

    Role required: admin

    About this task

    Reports are displayed in the Customer Information view in Agent Workspace.

    Case overview displaying a circular graph that represents the overall progress of the case.

    Procedure

    1. Navigate to All > Customer Central > Customer Information > Report Configurations.
    2. Select New.
    3. Fill out the fields, as required.
      Field Description
      Title Enter a title for the report.
      Context table Select a Context table.
      Note:
      For example, enter Contact if you want to display all the information about a customer contact.
      Report Select a report.
      Note:
      Only pie charts, doughnuts, and single score charts are supported.
      Relationship Enter the relationship between the context and the report.
      1. To create a new relationship, click the Lookup icon and then New.
      2. Enter a name for the relationship.
      3. In the Applies to table, select either the contact or consumer context table.
      4. In the Queries from table select the table from which this list retrieves data.
      5. In Query with, enter a script to build the relationship between the context table and the report table. You can also specify any filter conditions if needed. For example: 
        current.addQuery("contact", parent.sys_id);

“contact” => is the name of the column in the report table that stores the context ID, for example, contact ID.
“parent.sys_id” => is the unique key in the contact table that holds the contact record.
Note: If building a new relationship, ensure that the exact column name from the report table that stores the context ID is specified here.
    4. Select Submit.