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