How do I run reports on my phoning?

You can access reports that analyze your productivity and results, and report on your billable usage. In the report generator, you can also lookup whether/how often you have called a phone number or person in the past.

The address to access your reports was included in your welcome email, and it is:

[your assigned domain]/reports

For example, if you are assigned to the system using the address, your reports will be available at Supervisor and admin users have access to the reports.

When you have generated a report, you will notice that there is a “Copy All to Clipboard” button. You can click on that button, then paste the results into an Excel spreadsheet or Google Sheet for further analysis.

If you need information that is not covered in the standard reports, contact us and we can talk about setting up custom report formats for you.

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