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RETURN TO THE MAIN SUPPORT PAGE

This page is currently under construction. Please check back later.

Note


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

. However, specific filter options and chart information may be different

.

  • (A) Reports icon - Located in the Left left hand navigation column, click to access the Reports Dashboard.  (B) Report Dashboard - Lists all CallPotential Reports.  Once the Report list loads, click on the name of the report you want to access. Note: Some Reports specific to modules your organization don’t doesn't subscribe to may contain incomplete information. 

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  • (CB)  Report icon Reports - Click to return to the Report Dashboard listing all Reports.

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  • (DC) 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.

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  • (E) Column width - Click the edge of the column you wish to resize and adjust either wider or

    more narrow

    narrower.

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  • (F) Sort - Click the column's title to access sorting options. Options include ascending or descending numerical order or alphabetical or reverse alphabetical order.

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Note:

Hover over the specific chart

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 -

     Export - Click to export individual charts within the report. Exporting options include CSV or Excel files.

    Exports individual charts within the report.(I

  • (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.

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  • (J)Undo - Click to undo a specific action(s). You are able to undo several past actions.

  • (

    J

    K)Redo - Click to redo

    an

    a specific action(s). You are able to redo several actions.

  • (

    K

    L)Reset - Click to clear all filters, sorts, and adjustments to the column width.

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