Customizing your reports is great, but who wants to customize a report every time they want to use it? We've made it possible to save your reports and even email them to yourself at a designated time.
From the Dashboard, click on Reports and select Custom Reports from the drop down.
Click on Common Reports and select the Type of Report you would like to use from the Dropdown Options.
Please Note: Every report can be customized with either filters, fields or breakdowns to change the data displayed and the format of the display.
- Agent Performance
- Agent Success
- Agent Productivity
- Agent Calls
- Agent Call Time
- Campaign Report
- List Report
- Queue Report
- Queue Handle Report
- Status Report
- Lead Report
- Voice Broadcast Report
- List Convention Report
In this Example, we will select a Lead Report
Click on Common Reports and select Lead Report from the Dropdown Options
To run a report based on a specific Time range,
- Click on Date Range Button
- Select the preferred Time Range
- Click on Apply
To Add Additional Filters based on Admin’s preference,
- Click on Filters
- Add the Preferred Filters
- Click on Apply
You may also include additional fields in your Lead Report by going to the Additional fields and add the lead info you need. In the example below, the City column is added to the report
Results will be listed in Results Section
To download the results to your computer, click on Export to CSV and save the file.
To save reports settings for future use, click on Save Report
To have the report emailed to you, type in an email address into the Emails field. For multiple email addresses, add a comma and no space in between the addresses. Set the frequency to Hourly, Daily or Weekly and set the time that the report should be emailed.
The Created Report will be under the Saved Reports Section
If you made any changes to an existing Saved Report, click on Edit Report and click on Save