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RETURN TO THE MAIN SUPPORT PAGE


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

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's structure is identical. However, specific filter options and chart information may be different.

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. 



Report Structure & Filtering Options

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


  • (D) Arrow - Click to open the report's (E) filter options. Filter settings get applied to all charts in the report.


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


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


Note: Hover over the specific chart to access options (H) & (I).

  • (H) Expand chart - This will remove other charts in the report in order to make space for the expanded report.
  • (I) Export - Exporting options include CSV or Excel files. Exports individual charts within the report.


  • (J) Undo - Click to undo a specific action(s). You are able to undo several actions.
  • (K) Redo - Click to redo an action.
  • (L) Reset - Click to clear all filters, sorts, and adjustments to the column width.



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