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