---
title: "Create CRM reports"
slug: "create-crm-reports"
updated: 2026-07-22T15:17:05Z
published: 2026-07-23T10:07:46Z
canonical: "help.8x8.com/create-crm-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create CRM reports

**8x8 Contact Center** agents can use their 8x8 Agent Workspace account to create and save CRM reports that summarize their customer and case activity. CRM reports can be viewed in a browser window. If your computer has Microsoft Excel installed, you can generate a report as an Excel spreadsheet.

> [!NOTE]
> Note:
> 
> If enabled by your **8x8 Contact Center** administrator, as an agent, you can create or download custom reports to extract the desired customer data. You can always run a report even if the ability to download the report is disabled.

Refer to the following information on creating CRM reports:

- [Create CRM customer reports](/documentation/docs/create-crm-customer-reports)
- [Create CRM case reports](/documentation/docs/create-crm-case-reports)
- [Create CRM task reports](/documentation/docs/create-crm-task-reports)

The brand new interface for 8x8 Contact Center agents to receive and process customer interactions.