Reporting
To check the utilization, reports on a daily, weekly, or monthly basis can be downloaded.
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To check the utilization, reports on a daily, weekly, or monthly basis can be downloaded.
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To get to the reports section, simply follow the instructions below.
Go to reports on dashboard.
Choose the dates you would like reports for now.
When you select the report, a dropdown menu will show up. Choose the field from the dropdown menu.
Select on the field and click on the download button and your reports will get downloaded.
Questions?
Please feel free to reach out via support@saleassist.ai if you need any help.