Aloware introduces a comprehensive suite of reporting settings designed to provide businesses with the insights they need to optimize operations. These settings allow for the customization of report periods, activities, and durations, ensuring that you have access to the most relevant data for decision-making.
Default Report Period - Configure the default timeframe for the dashboard and its margin graph daily, weekly, or monthly.
Daily Activity Reports - Enabling this option will send daily reports of calls & and texts, new lead dispositions, and agent activities to Account Admins.
Include Extensions - Select this option to include all phone extension metrics in the daily report. This ensures that every extension's performance is tracked and reported.
Hide Users Without Activity - Choose this option to only include users with activity in the daily report. This helps you focus on the performance of active users and filter out those without any recorded activity.
Send Activity Reports On - When to send the report, based on your account's timezone.
Send Activity Reports For - Receive report from the beginning of the day (00:00 am) or the previous cut off. Click the "Test daily activity reports" button to check the sample.
Here's the sample report sent to the email:
Daily Inbound SMS Report - This allows you to receive daily inbound SMS reports. You can choose to receive the report once, twice, or thrice when you enable this option.
Daily Outbound SMS Report -Admins can receive a daily outbound SMS report to their emails. Set up your preferred time.
No Report - no report will be sent.
Once (6:00 PM) - set as 6:00 PM of the previous day to 6:00 PM of the current day.
Twice (noon | 6:00 PM) - First, send a report every 6:00 PM of the previous day to noon of the current day. Second, send a report every 12:00 PM of the previous day to 6:00 PM of the current day.
Thrice (10:00 AM | 2:00 PM | 6:00 PM) - First, 6:00 PM of the previous day to 10:00 AM of the current day. Second, 10:00 AM => 2:00 PM of the current day. Third, 2:00 PM => 6:00 PM.
Daily Spending Report - Set this option to Every night to receive daily spending reports.
Daily DNC Report - Received a daily report of contacts set to DNC.
