Accessing reports in Aloware
Log in to your Aloware admin account
Navigate to Account menu > Reporting settings.
Configure reports, customize recipient roles, and apply filters based on your needs.
Configuring report settings
Aloware allows admins to customize reports to align with business objectives.
Dashboard reporting settings
Default report period - set the default timeframe for the dashboard and margin graph (daily, weekly, or monthly).
Aloware admin dashboard showing the default report period
Qualified calls - admins set criteria to define what counts as a qualified call based on duration. These values reflect in both the reports tab and dashboard.
Qualified calls showing in the dashboard
Daily reporting options
Daily activity reports - send daily call and SMS activity summaries, including new lead dispositions and agent performance.
Include extensions - enable this to track communication metrics for all phone extensions.
Hide users without activity - exclude users with no recorded activity to focus on active agents and team members.
Scheduled reports
Send activity reports on - select when reports should be sent based on your account's timezone.
Send activity reports for - select whether reports cover the entire day (00:00 AM) or start from the previous cut-off. Click "Test daily activity reports" to preview a sample.
Sample daily reports are sent via email.
Managing report recipients
Use the checkbox menu to customize recipients quickly based on your organization's needs.
By default, billing admins receive reports automatically.
Add additional members based on their roles: admins and supervisors.
How to use reports effectively
For admins and business managers
Admins and managers can use the reports to monitor team performance and track business-critical metrics efficiently. For example:
Measure call and SMS activity for teams or individuals.
Follow up on unreturned conversations directly through the Aloware dashboard and action links in the report.
Sample daily report received via email
How does this relate to our other tools?
Aloware reporting system integrates seamlessly with Aloware’s dashboard, allowing users to navigate directly from email reports to in-depth analytics. It aligns with team reporting, lists, and sequences to provide comprehensive insights into user activity and engagement.
