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Note

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

Terms in blue are links to additional information about the described functionality.

This information applies to all CallPotential Reports as each report is identical. Information within each report is customized.

Access

  • (A) Reports icon - Located in the Left hand navigation column, click to access the Reports Dashboard.  
  • (B) Report Dashboard - Lists all CallPotential Reports. Note: Some Reports specific to modules your organization don’t subscribe to may contain incomplete information. 
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Report Structure & Filtering Options

  • (C) Title - Identifies the Report you are currently viewing Chart Icon - Click to return to Report Dashboard listing all Reports.
  • (D) Current Date Range - Indicates the date range the Report currently reflects. 
  • (E) Filters dropdown - Click to access the Refine Results window and a list of filters specific to the report you are viewing.
  • (F) Export - Click to download the Report to your computer for easy sharing with relevant stakeholders. 


  • (G) Date Range dropdown - Located in all Reports, click to select standard data ranges. 
  • (GH) Custom Date Range - Use Start Date and End Date to filter by a customized date range.
  • (HI) Report-specific filtering options - Use further filtering tools that are specific to individual Reports.
  • (IJ) Clear All Filters - Click to clear all Report filters.
  • (JK) Apply Filters - Click to update Report data based on your selected filters.


  • (K) Export - Click to download the Report to your computer for easy sharing with relevant stakeholders. (L) Column title - Click the column title 1 time to sort by alphanumeric order. Click the column title 2 times to sort by reverse alphanumeric order. Click the column title 3 times to return the sorting to the original order. 

Return to Dashboard

  • (M) Report title - Click to return to Report Dashboard listing all Reports.