The Reporting section of Account sets how Aloware reports on your team's calls and texts: the period the dashboard opens on, which calls count as qualified, the daily activity report email, and which roles get each report and notification.
To get there, click Account in Aloware Admin, then Reporting under Tools.
Dashboard
Default period: choose Day, Week or Month. The dashboard and its main graph open on this period.
The default period on the Aloware Admin dashboard
Qualified calls: set two call lengths in minutes. The dashboard and reports count the calls that last at least each length. See Understanding call qualification metrics.
Qualified calls on the dashboard
Daily activity report
When Daily activity report is on, Aloware emails a summary of calls, texts, new lead dispositions, agent activity and unreturned conversations to the roles that get account reports (see Recipients below).
These settings shape the report:
Send at: the time the report is sent, in the account's time zone (set in General).
Covers: Today, or Last 24 hours for the 24 hours before the send time.
Include extensions: adds each phone extension's activity.
Hide users without activity: lists only the users who had activity in the period.
To preview the report, click Send a test report. Aloware emails today's report so far to you only.
A sample daily activity report email
The report shows call and text activity for teams or individuals, and its action links open unreturned conversations on the Aloware dashboard.
A sample daily report received by email
Recipients
The Recipients table sets which roles get each report and notification. Tick a box under Billing admin, Admin or Supervisor for each row:
Billing warnings: billing admins always get these.
Integration reports: user, contact and disposition syncs, and failed connections.
Account reports: the daily activity report.
AloAi reports: Voice Analytics reports.
Imports and exports.
Webhook failures.
