Reporting: Telemarketing
Welcome to Telemarketing Reports in Flows by Enreach.
Here you can create and view reports of all of your Telemarketing Agencies.
To access Telemarketing Reports, expand the side menu, click Reporting, and then click Telemarketing.
In the navigation page, begin building your report with the filters:
- Filter: Saved Filters: If have any saved Telemarketing Report filters, select the relevant ones from the drop-down menu.
- Filter: Column: Expand the drop-down menu and select the KPI(s) from the list that you wish to include in the Report.
- Filter: Campaign: Next, filter the Report by which Telemarketing Campaign(s) to include.
- Group 1: Choose a category, or Group, to be included in the Details report chart.
- Group 2: Choose a second category to be included.
- Date: Use the date picker to choose either a custom or preconfigured date range for your Telemarketing Report.
Click Apply to apply the filters and view the Telemarketing Report.
Your Telemarketing Report will automatically generate.
In the first Column will be the data from Group 1 and Group 2. In the image below, we have chosen Project and Campaign. Clicking on the Project 'Spring Campaign' will expand all of the Campaigns contained within that Project, along with all of the Campaign data for the chosen KPIs.
Click a column header to rearrange the numbers from highest to lowest.
Use the Search bar to search in the Telemarketing Report.
Click Option to expand a list of options when working with the Telemarketing Report.
Click Save filter to to save the Telemarketing Report as a saved filter. Enter a name and click Save.
Click Export to export the Transaction Report as a .csv file to your desktop.