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.

Topics in this article:

Create a monthly report

Edit, download or delete a monthly report

Create a monthly report

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

  1. 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.

  1. 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.

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