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 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.
Edit, download or delete a monthly report
- 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.
Article last updated: 27 September, 2022
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