As an Admin, you can generate detailed reports to track agent performance, activity levels, and team growth.
Select the Reports tab on the left-hand menu.
Click Agent Activity to see the list of available report types.
Choose the specific report you wish to run.
Set Your Filters: Narrow down the data by date range, specific agent names, or other criteria. You can also rename the report here for better organization.
Click Run to view your data.
Once your report has populated, look to the upper right-hand corner to take action:
Print π¨οΈ: Create a physical copy or save it as a PDF.
Email π§: Send the report directly to yourself or another team member.
Export π₯: Download the data (usually as a CSV or Excel file) for further analysis.
If you find yourself running the same report every week, you donβt have to set the filters every time!
On the Report Filters screen, click Save Report.
This will store the report under your Saved Reports tab for quick access in the future.