HELP FILE

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

    1. Click Reports > Monthly Reports in the left-navigation.
    2. Click the Create a new monthly report link.

    3. 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.

    4. Click Save when finished. The report appears on the Select Monthly Report list.

    Edit, download or delete a monthly report

    1. Click Reports > Monthly Reports in the left-navigation.
    2. 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