View & Generate Reports

 

 


1. Click Reports from the Main Menu

 

 

2. Click a Report Category on the left panel e.g. Agent Reports
 

 

3. Click the Report you would like to create e.g. Pipeline Monitor
 

4. Select a date range, related staff member and enter the name of the report if you wish to save the report for future use

 


 

5. Click Search

 

6. The results or graph will appear

*Note: You can re-size the results window by dragging the corners of the panel.
 


 

7. To view or print a more detailed report click on the View Data Detail action icon
 

 

8. You can now use the action icons to Export your report to a CSV, print to a PDF or view the data as a graph, respectively.

 

Create Report and Export to CSV (Excel)

 

 

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