Reports
How can I segregate reports per Agent/Group?
3 min
in order to get group/agent wise reports step 1 download the report please login into your exotel account on the left panel, under the admin section, you will notice reports tab please click on the " reports" tab generate the report by choosing the options either “call/sms” depending upon your requirement the report is generated as a csv file open the csv file in headers you will fill find the below options id direction type exotelnumber from fromname to toname status starttime endtime direction price recordingurl price details groupname fromcircle to circle leg1 status leg2 status conversationduration appid appname digits disconnectedby step 2 use excel/google sheet for create co worker/group wise report you can now select the data by performing “ctrl+a” and choose insert on top of the csv / excel sheet, select pivot table and click “ok” you will now be redirected to the pivot table page “new sheet” and the above headers are populated in the pivot table fields, depending upon the necessity you can design & view the report ex in this case, you would like to view reports for sales & customer support option – (the groups you have created in co workers & groups) return to the csv/excel, in the pivot table sheet, please select “group name” from the pivot table fields and drag drop that in “rows” & “columns” you will now the report in the below style the above report indicates that sales has received 703 calls and support has received 5138 calls similarly if you would like to further refine the report on agent based, please select “toname” from the pivot table fields and drag drop that in “ filters ” thereby you can view the below report
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