How to Save or Delete Your Customized Report

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.

Note: If a list or a campaign were deleted, you can still run a report but it will show the name of the list as "Deleted list (ID number)" and campaign as "Deleted campaign (ID number)".

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.