Report – Interaction Report
Here you can view the full history of registered interactions. Use the available filters to narrow down the results based on different parameters and generate a clear and detailed report tailored to your needs.
This page contains the following elements:
1 Use this button to define which filters should be applied to the report. After clicking it, a popup window
will appear, allowing you to choose which filters to add.
For your convenience, the Filter Category dropdown shows a list
of the different filter categories. You can search by keyword in the Name field or view all options by selecting All.
2 Use this button to customize the table columns. A popup
will appear, allowing you to choose which columns to display. Columns are organized by categories, and you can search by keyword as well.
3 Use this button to save the report. After clicking it, a popup
will appear where you can assign an employee who will have access to the saved report.
4 Button to clear all applied filters.
5 Displays all selected filtering options from step 1.
6 Use this option to export the report in CSV, XLS, or PDF format. The Bulk Actions dropdown gives you access to applicable actions
that can be applied to all filtered results.
7 Table showing all results, either before or after filters are applied.
If a report has been saved, it will be accessible via a link on the Reports page.