Create Meaningful Reports - Tips & Tricks

PBXtra offers a host of powerful Reports built into every Call Center Edition PBX.  So many options, in fact, that customers new to the PBXtra platform may be overwhelmed by the options. 

For this reason, we present some useful Tips & Tricks to help newer users sort through the options.

1. Narrow things down.  Running a Call Distribution :: Full Report for the past six months and trying to analyze trends in your organization may not be as useful as running an Agent :: Full Report for each employee in your call center.  Running reports by Agent will take longer, but you may find that a certain employee sticks out above the rest using this report as opposed to a general overview of the entire organization.

2. Shorter reports run faster.  Depending on your organization, queue call logs can be extremely large files within your system (in some cases up to gigabytes).  The larger the span of time, the longer the report takes to run.

3. Click the magnifying glass icon.  Elements within each report will have a magnifying glass icon next to the line item.  If you click this icon the Admin Panel displays more details.  This is quicker than running a new, more detailed report.