Overview
Admins can filter and break down the Common Reports using a variety of criteria, highlighting certain data points and excluding others. This article will walk through saving a Report with customized settings to run again and show how these Custom or Saved Reports can be deleted when no longer needed.
Contents
Saving Customized Report
Any of the Reports in the Common Reports list can be customized using Filters and/or Breakdowns. The Filter and Breakdown options will vary depending on the Report.
Steps 3-7 will show how to customize and run an example Report.
If you have completed these steps and want to save your Custom Report skip to step 8.
1.) Click the Reports main menu.
2.) Click the Custom Reports menu option.
The page will open on the Affiliate Conversion Report.
3.) Click Agent Success in the Common Reports list.
4.) Select a Date Range in the Date box.
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(A) Quick Date buttons: Allow you to auto-fill the Date fields with the range options.
- These buttons calculate based on the current date, which ensures that your Saved Report does not re-run with the same start and end date.
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(B) Time fields: Allow you to specify Start and End time hours and minutes.
- These times are always in PST; please account for this in your selections.
- (C) Click Apply to save your chosen Dates and Times.
5.) Configure any Filters you want applied to the Report:
- Call Types: Select from the types of calls to show in the Report: 3-way, Inbound, Outbound, and Manual.
- Users: Select from the Account Users to include in the Report.
- Campaigns: Select from the Campaigns.
- Queues: Select from the Queues.
- Statuses: Select from the system and custom statuses.
- Lists: Select from the Lead Lists.
- Lead Data Filters: Select from the system and custom Lead Fields to filter against in the Report.
- Talk Time: Select from greater than and less than and enter a custom value for Talk Time to filter against.
6.) Click the Break Down tab to select Break Downs.
- Horizontal Break Downs separate the data in the table based on the chosen filter.
- Vertical Break Downs add columns to the table based on the chosen filter.
7.) Click the blue Run Report button.
The Report will appear once it has finished processing. Admins can complete other tasks and will get a notification once it is ready.
Save Report Button
8.) Click the Save Report button to open the Save Report pop-out.
9.) Configure the Save Report fields:
- (A) Name: Specify your preferred Name. This will appear in the subject line of each email.
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(B) Emails: Specify which email(s) will receive the Report.
- i.e., admin1@emailadress.com, admin2@emailadress.com, etc.
- (C) Frequency: Drop-down to specify a frequency for the Report to re-run and send emails.
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(D) Time: Specify when you want your Report to be saved. The time chosen here is in PST; please account for any difference between PST and your own Time Zone.
- If not repeating this Save, then leave it at the Default of the current time.
- (E) Click Save when complete.
Deleting a Customized Report
1.) Click the Reports main menu.
2.) Click the Custom Reports menu option.
The page will open on the Affiliate Conversion Report.
3.) Scroll down and click Saved Reports to open the list.
4.) Click the name of the Report.
5.) Click the Edit Report button.
6.) Click the Delete button.
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