Managing Reports
There are eight reports included in the application that assist the user with administration activities. The reports identify information that can be found on the dashboard, but in more detail. Reports can be viewed as text or in a graphical format. You also have the ability to export reports. Additionally, you can filter on information in the reports such as number, date, and time.
Viewing & Exporting a Report (Level 2)
To view a report, follow these steps:
- From the Reports tab, select the type of report you would like to view.
- With each report, you can select filter options, which are the same as those for the Interactions tab, to filter your report to show only the data that meets your specific needs.
- You can also create a graphical representation of up to thirty items by selecting the number of Chart Items from the drop-down list.
- To export a report, after setting up your filters and running the report, click Export and choose how you would like to download the report.
