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QMS Documentation

    • Welcome
      • Overview
      • Help Conventions
      • Terms Of Use
      • End User License Agreement
      • Release Notes
        • 12.3 Release Notes
        • 12.3 SDK Release Notes
    • User Guide
      • Quick Start
        • Log in to Quality Management Client
        • Login Using Windows Authentication
        • Login Using Third-Party Authentication
        • Changing Language
        • Changing Your Passwords
        • Changing Your Preferences
      • Dashboard
        • Viewing the Dashboard
        • Customizing the Dashboard
      • Real-time Activity
        • Viewing Calls in Real-time
        • Recording Calls in Real-time
        • Monitoring Calls
        • Flagging Calls in Real-time
        • Viewing Computer Activity in Real-time
        • Monitoring Screens
      • Recordings
        • Search Recordings
        • Preview Recordings
        • Defining Recording Search Criteria
        • Full Text Search
        • Defining Full Text Search Criteria
        • Saving Search Criteria
        • Loading Saved Searches
        • Deleting Saved Searches
        • Playing Recorded Calls
        • Playing Screen Recordings and Video Recordings
        • Playing Recording Chain Segments
        • Viewing Email Recordings
        • Viewing Chat Recordings
        • Viewing Call Transcriptions
        • On Demand Call Transcription
        • Viewing Text Translations
        • On Demand Text Recording Translation
        • Viewing Recording Sentiment
        • Authorized User for Playback Option
        • Flagging Recorded Media
        • Deleting Recorded Media
        • Printing Recorded Media
        • Exporting Recorded Media
        • Exporting Recording Chain Segments
        • Viewing Recording Audit Log
        • Verifying Watermarks
        • Exporting Search Results
        • Copying and E-mailing Recordings
        • Override Recording Retention Settings
        • On Demand Content Analysis
        • About Call Chains
      • Evaluations
        • Creating Evaluations
        • Searching Evaluations
        • Defining Evaluation Search Criteria
        • Viewing Evaluations
        • Deleting Evaluations
        • Printing Evaluations
        • Exporting Evaluations
        • Copying and Emailing Evaluation Links
        • Editing Evaluations
        • Change Evaluator
        • Change Assigned User
        • Change Evaluation Workflow State
        • Scoring Evaluations
        • Adding Evaluation Bookmarks
        • Adding Evaluation Notes
        • Adding and Removing Evaluation Media
        • Adding Flags to Evaluation Media
        • Saving Evaluations
        • Override Evaluation Retention Settings
      • Reporting
        • Reports Dashboard
        • Viewing, Creating and Editing Reports
          • Viewing Reports
          • Creating Reports
          • Loading Reports
          • Editing Reports
          • Deleting Reports
          • Exporting Reports
          • Printing Reports
          • Scheduling Reports
        • Call Recording Reports
          • Total Counts Report
          • Users Not Recording Report
        • Agent Evaluation Reports
          • Scores Overview Report
          • Training Requirements Report
          • Training Requirements By Question
          • Score Trending Report
          • Score Trending by Question Report
          • Scores by Evaluator Report
          • Evaluator Calibration Report
          • Evaluator Productivity Report
        • Tenant Reports
          • Tenant Utilization Report
      • Administration
        • Users
          • Viewing Users
          • Adding Users
          • Editing Users
          • Multiple User Editing
          • Deleting Users
          • Activating/Inactivating Users
          • Managed Users
          • Importing/Exporting User Details
          • Restricting a User’s Recording View With Flags
          • Configuring Agent Hotdesking
        • Flag Profiles
          • Viewing Flag Profiles
          • Adding Flag Profiles
          • Editing Flag Profiles
          • Deleting Flag Profiles
          • Assigning Users to Flag Profiles
          • System Flags
        • Call Recording Profiles
          • Viewing Call Recording Profiles
          • Adding Call Recording Profiles
          • Editing Call Recording Profiles
          • Deleting Call Recording Profiles
          • Setting the Default Call Recording Profile
          • Call Recording Rules
          • Call Recording Rules for Contact Center Data
          • Call Retention Settings
          • Call Recording Transcription Settings
          • Call Recording EnghouseAI Settings
          • Call Recording Word Counting Settings
          • Call Recording Schedules
          • Assigning Users to Call Recording Profiles
        • Screen Recording Profiles
          • Creating Screen Recording Profiles
          • Viewing Screen Recording Profiles
          • Adding Screen Recording Profiles
          • Editing Screen Recording Profiles
          • Deleting Screen Recording Profiles
          • Assigning Users to a Screen Recording Profile
        • Text Recording Profiles
          • Viewing Text Recording Profiles
          • Adding Text Recording Profiles
          • Editing Text Recording Profiles
          • Text Recording EnghouseAI Settings
          • Text Recording Word Counting Settings
          • Deleting Text Recording Profiles
          • Assigning Users to Text Recording Profiles
        • Live Analytics Profiles
          • Viewing Live Analytics Profiles
          • Adding Live Analytics Profiles
          • Editing Live Analytics Profiles
          • Deleting Live Analytics Profiles
          • Assigning Members to Live Analytics Profiles
        • Batch Analytics Profiles
          • Viewing Batch Analytics Profiles
          • Adding Batch Analytics Profiles
          • Editing Batch Analytics Profiles
          • Deleting Batch Analytics Profiles
          • Assigning Members to Batch Analytics Profiles
        • Video Recording Profiles
          • Managing Video Recording Profiles
          • Video Recording Profile Detail
          • Video Recording Profile Rules
          • Video Recording Profile Retention Settings and Schedule
          • Video Recording Profile Media Collection
        • Batch AI Profiles
        • Security Profiles
          • Viewing Security Profile Settings
          • Adding New Security Profiles
          • Editing Security Profiles
          • Deleting Security Profiles
          • Assigning Users to a Security Profile
        • Groups
          • Viewing Groups
          • Adding Group Types
          • Editing Group Types
          • Deleting Group Types
          • Adding Groups
          • Editing Groups
          • Deleting Groups
        • Evaluation Workflow
          • Viewing Workflows
          • Adding Workflows
          • Editing Workflows
          • Delete Workflows
          • Import/Export Workflows
          • Design a Workflow for Automated Evaluation Review
        • Evaluation Scorecards
          • Viewing Scorecards
          • Adding Scorecards
          • Editing Scorecards
          • Moving Scorecards
          • Inactivating Scorecards
          • Deleting Scorecards
          • Scorecard Questions
          • Scorecard Categories
          • Custom Question Types
          • Viewing Scorecard Sets
          • Adding Scorecard Sets
          • Editing Scorecard Sets
          • Moving Scorecard Sets
          • Inactivating Scorecard Sets
          • Deleting Scorecard Sets
          • Assigning Users to Scorecards
        • Evaluation Calibration
          • Viewing Calibration Jobs
          • Adding Calibration Jobs
          • Editing Calibration Jobs
          • Deleting Calibration Jobs
        • Licensing
        • Services
          • Viewing Services
          • Editing Call Recording Services
          • Using S3 Storage
          • Using Azure Blob Storage
          • Creating Azure Storage Account
          • Editing Data Services
          • Editing Remote Data Storage
          • Editing Media Processing Services
          • Deleting Services
        • Desktop Agents
          • Adding Desktop Agent Deployment Profiles
          • Editing Desktop Agent Deployment Profiles
          • Deleting Desktop Agent Deployment Profiles
        • General Settings
          • Notifications
          • Email Settings
          • Call Recording Format
          • Call Retention Settings
          • Evaluation Retention Settings
          • Delete Users Settings
          • Transcription Engine Settings
          • On Demand Transcription Settings
          • Transcription Add Word Settings
          • Edit Transcription Add Words
          • Translation Engine Settings
          • Encryption Settings
          • Using the Key Management Tool
          • Audit Settings
          • Security Settings
          • Third-Party Authentication Settings
          • Theme Settings
          • Volume Adjustments
          • Contact Center Integrations
          • Full Text Search Settings
          • Custom Reporting Settings
          • Word Counting Settings
          • Screen Recording Settings
          • EnghouseAI Engine Settings
        • Audit Log
          • Viewing Audit Logs
          • Audit Log Records
          • Service Logs
        • Active Directory Import
        • Archive
          • Viewing Archive Tasks
          • Adding Archive Tasks
          • Editing Archive Tasks
          • Canceling Archive Tasks
          • Email Notifications for Archive Tasks
        • Alerts
          • Viewing Alerts
          • Adding Alerts
          • Editing Alerts
          • Deleting Alerts
        • API
          • Viewing Application Settings
          • Adding Application Security Profiles
          • Editing Application Security Profiles
          • Deleting Application Security Profiles
          • Adding Application
          • Editing Application
          • Deleting Application
        • Tenants
          • Switching Tenants
          • Viewing Tenants
          • Adding Tenants
          • Editing Tenants
          • Deleting Tenants
        • Content Analyzers
          • Content Analyzer Administration
        • Login Notifications
          • Adding a Notification
          • Editing a Notification
          • Deleting a Notification
          • Login Notifications Popup
    • System Design
      • QMS Architecture
      • QMS Components
        • QMS Data Service
        • QMS Recording Service
        • QMS Media Processing Service
        • QMS Client
      • QMS Hardware Requirements
      • Supported Telephony Platforms
      • Compliance Options
      • Computer Recording
      • Text Recording
      • Speech Analytics
      • Archiving
      • Cloud Storage
      • Licensing
      • Appendix A – Supported Windows OS for Cisco TAPI
    • Server Installation
      • Quality Management Suite Components
      • Pre-Installation Checklist
      • Install Server Prerequisites
        • All Servers
        • Data Service Server
        • Other Requirements
      • Performing the Installation
        • Data Service Installer
        • Call Recording Service Installer
        • WinPcap 4.1.3 or Npcap 1.79 OEM Installation
        • Media Processing Service Installer
      • Advanced Configuration
        • Advanced Settings - Recording Service
      • Configure Secure Transport (Optional)
      • Customize SSO Sign-On Page (Optional)
      • Customize QMS to run within an iFrame (Optional)
      • Configure QMS to run behind a Secure Reverse Proxy (Optional)
      • Secure RabbitMQ Communications (Optional)
      • Configuring QMS client content security policy (Optional)
    • Server Upgrade
      • Upgrade Considerations
      • Upgrade Procedure
        • Step 1: Microsoft .NET Installation
        • Step 2: Install Visual C++ Redistributable Packages
        • Step 3: RabbitMQ Installation
        • Step 4: Backup QMS Database
        • Step 5: Run QMS Upgrader
      • Post-Upgrade Configuration
    • Integration Guides
      • Alcatel TSAPI Integration Guide
      • Avaya CS1000 Integration Guide
      • Avaya DMCC Integration Guide
      • Avaya IP Office Integration Guide
        • Solution Overview
        • Avaya IP Office Configuration
        • QMS Configuration
        • Troubleshooting
      • Avaya IP Office Web Services Integration Guide
        • Solution Overview
        • Avaya IPOffice Configuration
        • QMS Configuration
        • Troubleshooting
      • Cisco Integration Guide
        • Solution Overview
        • SIP and SCCP Port Mirroring
        • Forked Audio - IP Phone-based Recording
        • Forked Audio - Network-based Recording
        • Media Encryption
        • QMS High Availability and Forked Audio
        • QMS Cisco Phone Controls
        • QMS Configuration File Settings
        • Troubleshooting
      • Cisco Contact Center Connector Guide
        • Solution Overview
        • Installation
        • Getting Started
        • Supported Products
        • CTI Session Settings
        • Modes of Operation and Logging
        • Call Flagging
        • Trigger Rules Configured in QMS
        • Agent State Synchronization
        • Other App Settings
        • Configuration File Reference
        • Configuration Tool
        • Upgrade
        • Troubleshooting
        • Glossary
      • FreeSwitch with CC Integration Guide
        • SIP Solution Overview
        • SIP Packet Forwarding Service Configuration
        • SIP QMS Configuration
        • WebRTC Solution Overview
        • WEBRTC QMS Configuration
      • Innovaphone Integration Guide
        • Solution Overview
        • Innovaphone Configuration
        • Network Configuration
        • TSP Installation
        • QMS Configuration
        • Troubleshooting
      • Microsoft Skype for Business Integration Guide
        • Solution Overview
        • Satisfy the Requirements
        • RTP Data Collector
        • Telrex Net Service
        • QMS Configuration
      • Microsoft Teams Integration Guide
        • Create Azure VM
        • Configure Azure VM
        • Configure Azure VM Windows OS
        • Register the Azure Bot
        • Configure Compliance Policy and Users
        • QMS Configuration
        • Video Recording in Microsoft Teams
      • Mitel MiTAI Integration Guide
        • Mitel MiTAI Integration Guide
      • Mitel MiTAI with SRC Integration Guide
        • Solution Overview
        • QMS Configuration
        • Mitel Configuration
      • NEC Integration Guide
        • Solution Overview
        • Port Mirror Solution
        • OAI Solution
      • Port Mirroring Integration Guide
      • RingCentral Integration Guide
        • Solution Overview
        • RingCentral Configuration
        • QMS Configuration
        • Move QMS App into (RC) Production
        • Caveats
      • SipRec Integration Guide
        • Solution Overview
        • QMS Configuration
        • Avaya Configuration
        • Cisco CUBE Configuration
        • Mediant SBC Configuration
        • Other Border Devices
        • Caveats
      • ShoreTel Integration Guide
        • Solution Overview
        • ShoreTel TAPI
          • PBX Configuration
          • QMS Configuration
        • ShoreTel TAPI/WAVE
          • PBX Configuration
          • QMS Configuration
        • ShoreTel TSP Installation
        • QMS High Availability and ShoreTel TAPI/Wave
        • QMS Configuration File Settings
        • Troubleshooting
      • Webex Integration Guide
        • Solution Overview
        • Webex Configuration
        • QMS Configuration
    • Optional Components
      • Custom Reporting
        • Overview
        • Editing Custom Reporting Settings
        • Custom Reporting Exported Records
          • User Details
          • Recording Details
          • Flag Details
          • WordCount Details
          • Evaluation Details
        • QMS Insights Tool
          • Overview
          • Installation
          • Application Guide
          • Database Creation Script
      • Desktop Utility
        • Application Overview
        • Installation
        • Recording Calls
        • Adding Flags and Notes
      • High Availability
        • Overview
        • Typical Topologies
        • Deployment
          • Step 1 – Deploy a Highly Available PBX Solution
          • Step 2 – Install the Primary SQL Server Database
          • Step 3 – Install or Upgrade QMS on the Primary Server
          • Step 4 – Install or Upgrade QMS on the Secondary Server
          • Step 5 – Collect the Server Tokens from the Primary & Secondary QMS Server
          • Step 6 – Install the Secondary SQL Server Database
          • Step 7 – Enable Remote Connection and TCP/IP Protocol on both SQL Server instances
          • Step 8 – Administering Distributed Transaction Coordinator
          • Step 9 – Make Domain Qualified User Owner of QMS Database
          • Step 10 – Configure all QMS Services to utilize the Domain Qualified User
          • Step 11 – Configure the Primary and Secondary connection strings in the Data Service config
          • Step 12 – Configure High Availability in QMS Administration
          • Step 13 – Configure Firewall Settings
          • Step 14 – Setup Merge Replication between the Primary and Secondary SQL Servers
            • Step 14.1 – Create the Publisher
            • Step 14.2 – Publication Wizard: Setup the Distributor
            • Step 14.3 – Publication Wizard: Setup Snapshot Folder
            • Step 14.4 – Publication Wizard: Setup Publication Database
            • Step 14.5 – Publication Wizard: Setup Publication Type (Merge Replication)
            • Step 14.6 – Publication Wizard: Setup Subscriber Types
            • Step 14.7 – Publication Wizard: Setup Articles
            • Step 14.8 – Publication Wizard: Setup Article Issues
            • Step 14.9 – Publication Wizard: Setup Filters
            • Step 14.10 – Publication Wizard: Snapshot Agent
            • Step 14.11 – Publication Wizard: Agent Security
            • Step 14.12 – Publication Wizard: Agent Security Domain Account
            • Step 14.13 – Publication Wizard: Create Publication
            • Step 14.14 – Publication Wizard: Complete the Wizard
            • Step 14.15 – Setup the Subscription
            • Step 14.16 – Setup the Replication Schedule
            • Step 14.17 – Verify Replication
          • Step 15 – Enable Replication-Safe DB Save
          • Step 16 – Configure Remote Storage Location
        • Conclusion
      • Single Sign-On
        • Overview
        • Authentication Flows
        • KeyCloak Configuration
        • Microsoft Entra ID Configuration
      • Multi Tenancy
        • Overview
        • Installation
        • Multi-Tenancy and Security Profiles
      • Packet Forwarding Service
        • Overview
        • Prerequisites
        • Installation
        • Configuration File Settings
        • QMS Configuration
        • Troubleshooting
      • Screen Recording
        • Provisioning Users for Screen Recording
        • Desktop Agent Deployment
        • Monitoring Support
      • Email Services
        • SMTP Basic Authentication
        • SMTP OAuth Authentication
        • Google Workspaces (GMail)
        • OAuth Microsoft 365 Authentication
      • Meilisearch Services
        • Solution Overview
        • Hardware Requirements
        • Installation
        • QMS Configuration
        • Reindex Recordings
        • Migrating Data
      • System Monitoring
        • General Notifications
        • Recording Service Notifications
        • Media Processing Service Notifications
        • Alerting System
        • Reports
        • Performance Monitoring
      • Transcription Services
        • Overview
        • Licensing
        • User Configuration
        • Enghouse Transcription
          • Overview
          • General Settings / Tenant Configuration
          • Call Recording Profile Configuration
          • On Demand Configuration
        • Amazon Transcribe
          • Overview
          • General Settings / Tenant Configuration
          • Call Recording Profile Configuration
          • On Demand Configuration
        • Azure Speech-to-Text
          • Overview
          • General Settings / Tenant Configuration
          • Call Recording Profile Configuration
          • On Demand Configuration
        • Searching Transcriptions
        • Viewing Transcriptions
        • Evaluating Transcriptions
        • Transcription Scenarios
        • Transcription and Retention
      • Vecko Push
    • Older Versions
      • QMS 12.1 Help
      • QMS 12.0 Help
      • QMS 11.2 Help
      • QMS 11.1 Help
      • QMS 11.0 Help
      • QMS 10.3 Help
      • QMS 10.2 Help
      • QMS 10.1 Help
      • QMS 10.0 Help
      • QMS 9.4 Help
      • QMS 9.3 Help
      • QMS 9.2 Help
      • QMS 9.1 Help
      • QMS 9.0 Help
      • QMS 8.2 Help
      • QMS 8.1 Help
      • QMS 8.0 Help
      • QMS 7.4 Help
      • QMS 7.3 Help
      • QMS 7.2 Help
      • QMS 7.1 Help
      • QMS 7.0 Help
QMS Documentation 12.3
  • QMS Documentation
    • 12.3
  • QMS Documentation
  • User Guide
  • Administration
  • General Settings
  • Custom Reporting Settings

Custom Reporting Settings

Users with the Change System Settings permission in their Security Profile can edit the Custom Reporting settings.

To edit the Custom Reporting settings click the Tools navigation icon and then click the General link from the administration sub-menu. The General tab displays. Go to the Custom Reporting Settings section. See Editing Custom Reporting Settings for more details.

custom reporting inactive

See Also:

General Settings

Custom Reporting

Editing Custom Reporting Settings

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