How do I export my Agent Performance Report?

Modified on Fri, Jan 2 at 12:59 PM

Subject

Applies to: Admin/Branch Manager
Purpose: This article explains how Admin/Branch Manager users can export the Agent Performance Report from the Performance Dashboard for offline review and analysis.
Location in Ricochet: Dashboard -> Performance Dashboard -> Agent tab

Description

This guide shows Admin/Branch Manager users how to select a date range, apply filters, and export the Agent Performance Report as a CSV file from the Agent tab.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. To export 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. If needed, select any other filters needed and search for the filters 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 filters & 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"

9. Click Export and save the report file to your desired location on your computer.

The file type will export in a .CSV format.