You can move excerpts into a contact reason to create your dataset.
Required Editions
- Select a report and click the summary name of a topic.
- Select some excerpts, and then click Move Excerpts.
- Select your topic for the excerpts.
- Select your contact reason group. Use the dropdown to select a contact reason, or click New Contact Reason to add a contact reason. After you click New Contact Reason, a text box replaces the dropdown to enter your new contact reason name.
- Save your changes.