Account Menu: Reporting Settings

Set Aloware reports for periods, daily activities & SMS, allowing Admins to efficiently track calls, texts, & agent actions.

Laarni D avatar
Written by Laarni D
Updated over a week ago

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.

  1. Default Report Period - Configure the default timeframe for the dashboard and its margin graph daily, weekly, or monthly.

  2. Daily Activity Reports - Enabling this option will send daily reports of calls & and texts, new lead dispositions, and agent activities to Account Admins.

  3. 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.

  4. 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.

  5. Daily Spending Report - Set this option to Every night to receive daily spending reports.

  6. Daily DNC Report - Received a daily report of contacts set to DNC.

Did this answer your question?