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.
Topics in this article:
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.
