Click here to watch a brief video on Reports.
This guide explains how to access CallPotential Reports and manipulate what data they show to help gain insights into business trends.
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's structure is identical.
Access
(A) Reports icon - Located in the left hand navigation column, click to access the Reports Dashboard. Once the Report list loads, click on the name of the report you want to access. Note: Some Reports specific to modules your organization doesn't subscribe to may contain incomplete information.
Report Structure & Filtering Options
(B) Reports - Click to return to the Report Dashboard.
- (C) Arrow - Click to open the report's (D) filter options. Filter settings get applied to all charts in the report. Note: Filter options may be unique to the specific report you are viewing and slightly different than this example.
- (E) Column width - Click the edge of the column you wish to resize and adjust either wider or narrower.
- (F) Sort - Click the column's title to access sorting options. Options include ascending or descending numerical order or alphabetical or reverse alphabetical order.
Note: Click anywhere in the report's white area to access options (G) & (H).
- (G) Expand chart - This will remove other charts in the report in order to make space for the expanded report. Click again to restore the chart's original size and view other charts in the report.
- (H) Export - Click to export individual charts within the report. Exporting options include CSV or Excel files.
- (I) Unpin Totals for Rows - When totals are unpinned, they are only visible at the bottom of the report instead of always showing as you scroll up and down.
- (J) Undo - Click to undo a specific action(s). You are able to undo several past actions.
- (K) Redo - Click to redo a specific action(s). You are able to redo several actions.
- (L) Reset - Click to clear all filters, sorts, and adjustments to the column width.
