Viewing and Creating Reports

Created by Julien Pauthier, Modified on Wed, 22 Mar 2023 at 02:23 PM by Julien Pauthier

Viewing and Creating Reports

Viewing Reports

To view analytics reports, navigate to the Reports section of the page. Here you will find customized reports on various features:

Customizing Reports

To add additional analytics information to a report navigate to the Reports sections and then click the button that says Customize Report. In the window that opens, select Add a panel at the bottom and then select all of the items you wish to add to the report.

Exporting a Report

To email a report navigate to the Reports sections and click the green E-mail this Report button. From the dropdown menu you can specify recipients, add a personal message, add automation of when reports are sent out (daily, wee, and specify the file format you would like the report sent in: Excel, CSV file or PDF.

To export a report navigate to the Reports section, click the Export this Report button, and then select how you would like the data exported.

Listening to Recorded Calls

To download and listen to a recorded call navigate to Reports. You will need to customize your report and add the panel called "Call Tracking: Call Details". Once this panel has been added scroll down to where it lies on the report; here you can find information about the call and you can download a call's recording by clicking the floppy disk icon toward the right side.

Customer Feedback

If the customer feedback too is activated (instructions on how to activate customer feedback here) the platform will automatically send clients clients an email requesting feedback once an appointment is completed in the Dashboard.

When a client clicks the button that says Rate our punctuality, they will be taken to a survey to give insights on their experience.

To view the results of customer feedback surveys, navigate to the Reports section and click Customer feedback on the left side of the screen. The next screen will display all of the ratings and comments your customers have left.

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