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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Access

  • (A) Reports - Click to access the complete list of CallPotential reports.

  • (B) Call Detail  - Click to access the specified report.



Report Structure

  • (C) Date Range - Indicates the date range which the report's data is pulled.
  • (D) Filter dropdown - Click to access filtering options.
  • (E) Export - Click to download and share the report with relevant stakeholders.
  • (F) Column title - Click to access sorting options for the specific column.
  • (G) Column filter - Select columns have this feature. Click to access filter options for that specific column.



Report Data