A small investment of time into education can go a long way. With that in mind, Brightmetrics has selected and designed a valuable set of key topics to be discovered in each of the trainings we provide. For more information on the included topics covered in our Reports training module, please see the outline below. Also included are two ways you can access our training.
Reports Training Syllabus
Additional data, filter options, and threshold capabilities
Using Templates vs Creating from scratch
Editing Reports to customize results
Summary vs Detail data
How to“Pin” filters to prevent shared users from making changes
Drilling through Reports to see detail data and cradle to grave, including Team Activity
Changing default sorting options
Sharing Saved Reports with other users
Saving, Emailing, Scheduling and Printing Reports
Common Reporting Examples
Pulling data on Outbound calls made by agents of an ECC/Workgroup
Using Prev Party Name and Next Party Name to identify where calls came from or went
Search by CallerID and Search by Dialed Number
Call Detail vs User Activity Detail - what’s the difference?
Custom Calculated Fields
Our additional Support/Resources available to you
How do I attend the training?
To register to attend a live training, simply click here.
To learn at your own pace in our Recorded Trainings, please follow these steps after logging into the Brightmetrics portal:
(Menu > Help > Help Videos > Recorded Training)
Hover on Help in the Sidebar Menu
Select Help Videos
Select Recorded Training, then click on the Recorded Training - Reporting module