This guide provides a straightforward method for generating detailed call reports using CoverAssistant, allowing users to select specific date ranges for analysis. By offering reports in both CSV and table formats, it caters to different needs: the CSV format for in-depth data analysis in Excel and the table format for easy printing and categorization. Viewing this guide will enhance your ability to track and manage call data efficiently, ultimately improving client interactions and operational insights.
1. Click on the “phone” icon on the left.
2. Click on “Reports”.
3. Select the start date and end date.
4. Here you can download a detailed call report, you have the availability of two different formats.
If you download it in CSV format, it will run in Excel and you will have access to more specific counts. The table format is available for printing and is sorted by different categories.
5. Here you can download a report with total calls per customer.
If you download it in CSV format, it will run in Excel and you will have access to more specific counts. The table format is available for printing and is sorted by different categories.
