HomeAdmin FAQWorking with ReportsHow to Create Lead Reports

12.14. How to Create Lead Reports

 

Step 1. Login to the URL http://admin.safesoftsolutions.com using your Admin credentials.

Step 2. Go to the tab Reports and then, Build Custom Reports.

 

Step 3. Select the Leads under Break Down by and Agent for Select from with your desired Start Date & End Date as well as the Start Time and End Time.

 

Step 4. Scroll down and click on the Additional Columns button to add columns to your report. In this example, First Name, Last Name, Phone Number and Current Status were selected.

 

Step 5. Below should show how the report will look like.

 

 You can also check other links about custom reports

Different Reports under Reports Tab

How to Generate Report for Agent Total Login Hours

How Do I Check Agent Stats (Number of calls, time logged, and dispositions)?

How to Save Your Customized Report

 

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