Personalize out-of-the-box real-time analytics reports

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for	Public preview	Early access	General availability
Users by admins, makers, or analysts	Oct 31, 2022	-	Apr 30, 2023

Business value

As a contact center supervisor, you might need to analyze the operational metrics across dimensions like queues and agent reporting to understand and improve the team's performance and the customer support experience. To address this need, you can use the out-of-the-box real-time reports with your selected filters by saving them as bookmarks. This helps personalize your reports and saves the time and effort required to reapply the filters every time you open the dashboards.

Feature details

Key capabilities of the feature include the following:

• Save filters as bookmarks for out-of-the-box reports.
• Select from a previously saved filter list (bookmarks) to view metrics based on the filters.
• Set one of the bookmarks as default.
• Delete one or multiple bookmarks.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

• United States
• Europe
• Asia Pacific
• United Kingdom
• Australia
• South America
• Canada
• India
• Japan
• France
• Korea

See also

Overview of Omnichannel real-time analytics dashboards - Save report views using bookmarks (docs)