Help Center
Reports & analytics
Generating and exporting reports, scheduled delivery, dashboards and utilisation.
How do I generate reports?
Open Reports, pick the report and the period, and apply any filters (department, team, person). The report builds from the same data the console shows, scoped to what your role can see.
How do I export reports to Excel or PDF?
Most reports and list views have an export control for CSV or Excel; several also produce a formatted document. Exports respect your data scope, are watermarked and audited, and are available once your service provider has switched exports on for your company.
How do I create custom dashboards?
On your Dashboard, use Customize to add, remove and reorder cards; the layout is saved for you. Administrators can set a company default layout under the dashboard settings.
How do I schedule automated reports?
Set up a scheduled report in the Reports area: choose the report, the recipients and the cadence. The scheduler re-resolves the creator's data scope at every run, so a recipient never receives more than the creator is allowed to see. Scheduled delivery needs mail configured and export rights.
How do I view asset utilization reports?
Asset utilisation and lifecycle activity are in the asset reports and on the Asset Map: assignment coverage, upgrade spend, disposal recovery and ageing. You can export the underlying audit trail to CSV or Excel.
What is the time utilization / performance report?
The Daily Performance report breaks each person's day into working, idle, unused, video and social time using a built-in classifier, measured against their own history rather than against colleagues. It is in Reports under performance.
How do I report on attendance?
The Attendance report derives day statuses (present, half-day, absent, holiday and so on) from agent sessions and your company's attendance policy — shift times, grace periods and holidays — and includes leave. It exports like other reports.
Why are my exports disabled?
Data exports are off until your service provider switches them on for your company — it is not a company setting, so ask them. Where exports are on, an administrator can still block them for one person (and lift that block). Every export is audited.
Can I export a filtered list I am looking at?
Yes. Most list views (employees, assets, licences and others) keep your filters in the URL and offer a one-click CSV export of exactly what you have filtered to.