Reports in Enterprise Analytics let you measure and analyze your team's performance, customer interactions, and communication metrics in detail. You can build reports tailored to your specific business needs and save them for ongoing use.
Accessing the Reports Section
From the left-hand navigation panel, under Enterprise Analytics, click on Reports. This switches you from the Dashboard view to the Reports view.
The Reports Page
When you open Reports, all reports created in your DoubleTick account are displayed. Three filter and sort options at the top help you find reports quickly.
Agent Filter Use this dropdown to view reports created by a specific agent. Select the agent's name to show only their reports.
Report Type Filter This dropdown has three options: All Reports, Segmentation, and Funnel. Use it to filter the list and view only one type at a time.
Sort Options Sort the list using any of the following: Recently Edited, Last Edited, Recently Created, Last Created, Name A to Z, Name Z to A.
