Configure report groups for the Customer Information view

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Configure the groups of reports to display in a single section on the Customer Information view.

    Before you begin

    Role required: admin

    About this task

    Report groups are displayed in the Customer Information view in Agent Workspace.

    Procedure

    1. Navigate to All > Customer Central > Customer Information > Report Group Configurations.
    2. Select New.
    3. Fill out the fields, as required.
      Table 1. Report Group configurations form fields and descriptions
      Field Description
      Title Enter a title for the report group.
      Context table Select a Context table.
      Note:
      For example, enter Contact if you want all the information about a customer contact to be displayed.
      Report configurations Select the list of reports to be displayed in the group.
    4. Select Submit.