Creating Reports
M

Matt.JA.Johnson

Published:

06/27/25 9:33 AM

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Hi there Sprinklr community.

We're new to the Sprinklr platform and I'm trying to create a report that details the total volume of cases created broken down by social network over time to understand the demand profile and assist with WFM. Which ever way i seem to either i can't select the relevant dimension with the appropriate metric. I appreciate that this is probably s simple report but would appreciate any help, thank you in advance.

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  • A

    Allison Fasching

    6 days

    ago

    27/06/2025

    Hi Matt!  Welcome to the Sprinklr Community!  Here are some general step-by-step instructions, if these don't work for you, let me know, I'll pull in one of our specialist!

    To create a report in Sprinklr that shows the total volume of cases created broken down by social network over time to understand demand profile for WFM, follow these steps:
    1. Access the Reporting Section:
      • Log into Sprinklr Service.
      • Click the "Reports" icon in the left pane of the Care Console.
      • If needed, select Care Reporting within Analyze under the Sprinklr Service tab.
    2. Create a New Custom Report:
      • Click "Create Report" in the top right corner to start a new custom report.
      • Choose a suitable name and select the desired reporting dashboard.
    3. Add a Widget:
      • Click "Add Widget" in the top right corner of the reporting dashboard.
      • Give your widget a descriptive name.
    4. Configure the Widget:
      • Select the Data Source (likely Social Analytics for case-level reporting or a source relevant to your case creation process).
      • Choose a Visualization type, such as a trend graph, to display case volume over time.
      • Select the Case Count metric.
      • Choose the Social Network dimension to break down the case volume by social network.
      • Consider adding a Time of Day dimension or filter if you want to analyze demand peaks within the day.
      • Apply any other relevant filters (e.g., specific accounts, channels).
    5. Save and View the Report:
      • Click "Save" or "Add to Dashboard" to finalize the widget and add it to your report.
    Tips for WFM Analysis:
    • Trend Graph: Use a trend graph visualization to visually represent the case volume over time, highlighting demand patterns and fluctuations across different social networks.
    • Analyze Distribution: This report will help you understand how cases are distributed across different social networks, allowing you to allocate resources effectively.
    • Combine with Other Reports: Complement this report with other WFM reports, such as those detailing agent performance or response SLAs, to gain a more comprehensive understanding of your operations.
    By following these steps, you can create a report in Sprinklr that provides the necessary insights into case volume distribution by social network over time, enabling you to optimize your WFM strategies based on demand patterns.     

    Here's a link to additional information on Reporting on Guided Workflows.


    Cheers Alley
     
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