How do I run dialing reports?

My Reports module provides you consolidated and accurate information about your dialing sessions. Information in the reports can be used for future planning and decision-making.

Below you will be shown how to run a dialing report.

Within the Report Inputs section, select the Report Type you want to retrieve from the Report Type dropdown.

NOTE: Managers can obtain statistics for their team members using the Team Dialer and Personal Dialer reports if they have permissions to access them.

Call Disposition – The Call Disposition field will be enabled only for the following reports.

Team Dialer - Weekly Summary Report
Team Dialer – Talker Call Disposition Report
Team Dialer – DA Call Disposition Report
Team Dialer – Talker and DA Call Disposition Report
ConnectLeader – Inbound Leads Detailed Report

Teams – This filter is only applicable and enabled for Managers and disabled or grayed-out for users (Sales Reps). Users can only view their own reports.

User(s) – Defaults to the logged-in user name. If you have been given access to see other sales reps you can choose names in this dropdown.

Managers – Will see all team members that they have access to.

Date Range – Defaults to ‘Today’. If required, you can select the desired date range.

Start Date & End Date – The Start Date and End Date fields will be enabled only when ‘Custom’ is selected from the Date Range field.