Category:Reports

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Contents

Introduction

Reports.png

HostedSuite has a wide variety of reports.

Reports are accessed from the Reports menu.

The Report Viewer shown in the image above has main sections.

Report Settings

The left of the Report Viewer shows settings that can be specified for the selected report

The list at the top of the report settings section allows you to select the report you want to view

Once a report has been selected, the settings for that report are displayed.

Click the Generate button to generate the report.

Report Display

The right of the Report Viewer displays the generated report output.

Report Toolbar

At the top of the report is a toolbar which allows you to navigate the report.

You can also export the report to various formats for later processing.

Report Types

Account History Report

This report provides a summary report of the line items for the specified client(s) in the specifed time frame including line item totals.

Activity History Report

This report provides an audit trail of all actions taken by the specified user(s) over the specified time frame.

Call Allowance Report

This report provides a current client's call balance over the specified time frame. For more information see Call Allowances

Call History Report

This report provides detailed call information for all call received in the specified time frame.

Client Call Summary Report

This report provides summary information for call received for the specified client(s) over the specified time frame.

Operator Performance Report

This report provides performance metrics for the specified operators in the specfied time frame.

Lead Conversion Report

This report shows lead conversions over the specified time frame.

New Leads Report

This report shows all new leads in the specified time frame

Email Address Report

This report provides all of the email addresses for each contact in the database

Organization Report

This report provides a list of all centers, clients, and contacts in the database

Client Reservations Report

This report provides the list of reservations grouped by client and meeting room along with usage totals for easy billing.

Meeting Room Usage Report

This report provides reservation usage grouped by meeting room

Tickets by Date Report

This report provides a list of all support tickets by date

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