How to Create a Custom Report

Step 1: Login to the URL https://admin-lax.convoso.com/login using your Admin Credentials.

Step 2:  From the Dashboard, click on (A) “Reports” and select (B) “Custom Reports” from the drop down.

Step 3: Click on (A) Common Reports and select the (B) Type of Report from the Dropdown Options

• Agent Performance
• Agent Success
• Agent Productivity
• Agent Calls
• Agent Call Time
• Campaign Report
• List Report
• Queue Report
• Queue Handle Report
• Status Report
• Lead Report

In this Example, we will select Agent Performance Report

Step 4: Setup the settings for a specific Time range,

• Click on (A) Date Range Button
• Select the preferred (B)Time Range
• Click on (C) Apply 

Step 5: To Add Additional Filters based on Admin’s preference,

• Click on (A) Filters
• Add the (B) preferred Filters
• Click on (C) Apply

Step 6: The Results will be listed down below

Step 7: To download the results to your computer, click on (A) Export to CSV and Save the file.

Step 8: To Save the settings of this created report,  (B) Save Report