Associate Outbound reports measure the number of messages sent by each of your associates. Each message sent by an associate counts as 1 in the report. To run a report on Associate Outbound messages, follow the steps below:
Click on the Associate Outbound button located on the left side of the screen.
Select which store you want to extract the report from. If your business has multiple locations, you can choose to run this report on one, or all of your different operating locations. The report will show the number of messages sent to client who are part of the store(s) you select.
Select the Frequency. You can select whether your report should reveal data on a daily, weekly, or monthly basis.
Establish the time frame you want the report to measure. The system will extract all statistics found within the two dates that you choose.
Click on Run Report.
A linear graph will generate displaying the number of outbound messages that your associates have sent to your clients. Hover your mouse over each of the little circles in each line to get an exact number for each date.
A chart displaying the same data will generate directly below the graph. Click Download to save this chart to your computer.
Important: The data listed by the graph and the chart is always based solely on the selected store location(s). If an associate's number is lower than their actual performance statistics, it may be due to them working at multiple store locations and you have only one of those locations selected.