How do I add columns for statuses to my Agent Performance Report?

Modified on Mon, Apr 19, 2021 at 6:11 PM

Direct Link to tutorial/solution:


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Embedded tutorial/solution:


8 STEPS

1. To add columns to your Agent Performance Reports, click on Dashboard

Step 1 image

2. Click Performance Dashboard

Step 2 image

3. Click the Agent tab

Step 3 image

4. In the "Period" section, click Select date and pick your date range that you want to run your report.

Step 4 image

5. For this example, we will click Last 7 days

Step 5 image

6. Click Select Statuses and search for the status or statuses you want to add a column for on your report.

Step 6 image

7. Click Search to display the results and new column or columns based on the statuses & time frame selected.

Step 7 image

8. If you want to search for all leads that had call activity in the time frame selected (and not just leads that were created in the time frame), uncheck the box for "Only Show Leads Created in Time Frame"

Step 8 image

Here's an interactive tutorial

https://www.iorad.com/player/1754661/How-do-I-add-columns-for-statuses-to-my-Agent-Performance-Report-


Copy of text and screenshots from the tutorial/solution:


1. To add columns to your Agent Performance Reports, click on Dashboard




2. Click Performance Dashboard


3. Click the Agent tab


4. In the "Period" section, click Select date and pick your date range that you want to run your report.


5. For this example, we will click Last 7 days


6. Click Select Statuses and search for the status or statuses you want to add a column for on your report.


7. Click Search to display the results and new column or columns based on the statuses & time frame selected.


8. If you want to search for all leads that had call activity in the time frame selected (and not just leads that were created in the time frame), uncheck the box for "Only Show Leads Created in Time Frame"



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