Set Up Monthly Reports

The Monthly Reports feature provides various reports to analyze portal, team and representative performance, monitor service metrics, and view customer feedback 1 year from the date the report was created. Managers can search for report data using the fields or select an existing report below.

Note: Newly created reports will be available on the first day of the next month. Monthly Reports can be saved for 12 months.

Create a monthly report

Click Reports > Monthly Reports in the left-navigation.
Click the Create a new monthly report link.
Configure the new report as follows:
- Report data for - Choose the focus of the report by selecting Representatives, Teams or Portals from the drop-down menu.
- Make a selection - Make multiple selections by holding down Ctrl on your keyboard or clicking Search to open a new window.
- Report type - Select the type of report to generate.
- Time zone - Select a time zone.
- Name your report - Enter a name for the report.
Click Save when finished. The report appears on the Select Monthly Report list.

Edit, download or delete a monthly report

Click Reports > Monthly Reports in the left-navigation.
On the Select Monthly Reports tab, you can do the following:
- Search for report data - Select search parameters and click Search.
- Delete reports - Select the report and click Delete to remove it.
- Download reports - Select a format type and click Download to download a new copy of the monthly report.
- View report details - Select the report and click View Details to open a new window.