How do I create a report in GoTo Admin?
Create reports to track detailed data for the various aspects of your products.
Before you begin: You must be assigned an Admin or Super admin
role to perform this task.
- Sign in to GoTo Admin.
- From
Home > Reports, select + Create report. - Complete each field of the form. Here are the various report types you can choose from depending on your product licenses:
Account reports Description Activity Shows a summary of each user's product usage. SMS usage Shows a summary of all SMS usage on the account. User status Shows the product/tier assignment(s), user group(s), and current activity status of each user on the account. Note:- Current status can be customized by adjusting the time threshold for the inactivity timer in account settings.
- Activity includes any time a user signs in to a GoTo app. It does not include physical phone usage.
Meeting reports Description Toll-free usage Shows details about toll-free usage in your selected organizers' sessions. Meeting history Shows details about each organizer’s meetings and attendees. Scheduled meeting Shows the scheduled meetings for organizers on your account, you must select a future date. Attendee Shows details about the attendees of your organizers’ meetings. Webinar reports Description Webinar registrant Shows details about your recording history, including who registered to view recordings and when they were viewed. Webinar recording registrant Shows details about your recording history, including who registered to view recordings and when they were viewed. Training reports Description Training history and attendee Shows details about each organizer's training sessions and their attendees. Scheduled training sessions Shows the scheduled training sessions for organizers on your account. Voice reports Description User activity Shows user activity details for call volumes. For additional details, refer to What is the user activity report? Phone number activity Shows all call activity by phone numbers. For additional information, refer to What is the phone number activity report? - Optional: If you want the report to be emailed to you automatically on a recurring basis, enable the Send scheduled report feature and complete each field of the form.
- Select Create report when complete.
What to do next:
Download your reports.
Article last updated: 12 April, 2023
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