---
title: "Create CRM task reports"
slug: "create-crm-task-reports"
updated: 2026-07-23T10:07:21Z
published: 2026-07-23T10:07:21Z
canonical: "help.8x8.com/create-crm-task-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 task reports

> [!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.

You can extract specific task information by generating customized task reports. 8x8 Agent Workspace allows you to create a custom task report in just three simple steps using a wizard. The reporting wizard allows you to select the specific data you wish to report on. For example, you can generate a report to summarize the tasks generated in a particular month. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/AgtAgtCRMCreatingTaskReport06.png?sv=2026-02-06&spr=https&st=2026-11-03T20%3A23%3A52Z&se=2026-11-03T21%3A23%3A52Z&sr=c&sp=r&sig=TNnN6rQisgcvgkYz6qCZ22J4MCZyE2FyMJNt9HuSYiY%3D)

**To generate a report for tasks:**

1. Go to the **Tasks** tab.
2. In the header area, click **Report**. 8x8 Agent Workspace displays the **Task Reports** page.
3. In the **Task Reports** page, click **New Report**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/new-task-report.png?sv=2026-02-06&spr=https&st=2026-11-03T20%3A23%3A52Z&se=2026-11-03T21%3A23%3A52Z&sr=c&sp=r&sig=TNnN6rQisgcvgkYz6qCZ22J4MCZyE2FyMJNt9HuSYiY%3D)**8x8 Agent Workspace** walks you through the three-step New Report wizard. If your contact center administrator has added custom fields to your **Local CRM**, the custom fields appear in the list of fields.

> [!NOTE]
> Note:
> 
> To edit an existing report, select the report from the list of **Task Reports**, and click **Edit**.
4. In **Step 1** of the New Report wizard: ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/new-report-step-1.png?sv=2026-02-06&spr=https&st=2026-11-03T20%3A23%3A52Z&se=2026-11-03T21%3A23%3A52Z&sr=c&sp=r&sig=TNnN6rQisgcvgkYz6qCZ22J4MCZyE2FyMJNt9HuSYiY%3D)
  1. In the **Report Title** text entry area, type the name of the report.
  2. From the **Time Zone** drop-down list, select a time zone. By default, the tenant's time zone is selected.
  3. Select a vertical or horizontal layout.
  4. In the **Fields to include** area, select the fields to be included in the report.
  5. Click **Next**. **8x8 Agent Workspace** displays the next step in the wizard.
5. In **Step 2** of the New Report wizard, for each customer field you chose in Step 1, create optional filtering statements. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/new-report-step-2.png?sv=2026-02-06&spr=https&st=2026-11-03T20%3A23%3A52Z&se=2026-11-03T21%3A23%3A52Z&sr=c&sp=r&sig=TNnN6rQisgcvgkYz6qCZ22J4MCZyE2FyMJNt9HuSYiY%3D)
  1. For each report field, choose a logical operator, then in the adjoining text entry area type (or if applicable, select) a filter.
  2. Click **Next**. **8x8 Agent Workspace** displays the next step in the wizard.
6. In **Step 3** of the New Report wizard, perform the following: ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/new-report-step-3.png?sv=2026-02-06&spr=https&st=2026-11-03T20%3A23%3A52Z&se=2026-11-03T21%3A23%3A52Z&sr=c&sp=r&sig=TNnN6rQisgcvgkYz6qCZ22J4MCZyE2FyMJNt9HuSYiY%3D)
  - Specify the date range for the report.
  - Choose the primary and secondary report fields **8x8 Agent Workspace** uses to order the data contained in the case report, then choose the sort order of the two fields.
7. Produce and save the report. Perform one of the following:
  - To save the report configuration without running the report, click **Save**.
  - To run the report without saving the report configuration, click **Run**.
  - To save the report configuration and run the report, click **Save and Run**.
  - If the agent's computer has Microsoft Excel installed, to produce the report in the computer's Microsoft Excel program without saving the report configuration, click **Download**. After **8x8 Agent Workspace** produces the report in Excel, click **Save** in the New Report wizard to save the report configuration.

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

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