How to Create a Raw Tables Insights Report

Hi,

Thank you for visiting our Qtrac Knowledge Base library. We hope the below article will assist you. Based on your inquiry, it looks like you are trying to create a Raw Tables Insights report. In order to accomplish this, you will need the following permissions:

Admin or Manager role with access to the Insights module and report creation permissions.

Once you confirm that you do have access to these settings, please follow these steps:

1. From the main navigation, click Insights to open the reports list.

   

2. Click + New Report to open the report builder.

   

3. In the Output Type selector, choose Raw Tables.

   

4. If you have more than one workflow configured, this option will be available for you to select the appropriate workflow.

   

5. Click "Create"

   

6. In the Parameters section of the builder, please add at least one Location and one Service, as these are required fields before the report can run.

   

7. Alternatively, you can select “All Locations” and “All Services” if you would like to run the report for all locations and services.

   

8. Optionally add additional filter fields (e.g., a date range or a specific behavior observation) by clicking + or dragging from the Field Library on the left.

   

9. In the Group By section, add the dimension you want to segment rows by for example, Location Name, Service Name, Day, or Agent. You can add multiple Group By dimensions.

   

10. In the Columns section, add the data fields you want to appear as columns - for example, Wait Time (Minutes), Service Time (Minutes), or Final Visitor State.

    

11. For numeric fields in Columns, click the pencil icon and then aggregation badge on the field card (e.g., Avg) and select: Sum, Average, Count, Min, or Max.

    

12. To show multiple aggregations for the same field, add the field again for each aggregation - for example, add Service Time (Minutes) three times: as Min, as Avg, and as Max.

13. Click Run Report to preview the results in the right panel.

    

14. Review the results. Adjust filters, Group By dimensions, or Columns as needed, then click Run Report again to refresh.

15. Click the Save field at the top of the builder and enter a descriptive name. Recommended format: [Audience] • [Topic] • [Cadence] - for example, Branch Mgr • Daily Queue Health • Daily.

    

16. Click Save to save the report to your Insights library.

    

Note: Locations and Services are required filter fields. The Run Report button remains unavailable until at least one Location and one Service are selected.

Note: Raw Tables reports show historical data only. For live, real-time queue information, use the Snapshot dashboard instead.

Tip: Use the naming convention [Audience] • [Topic] • [Cadence] so reports are easy to identify in scheduled delivery lists and the shared report library.

We hope this article helped you out with your request and clarified things a little bit more.
If you still have any questions, please feel free to get in touch with our Qtrac Support.