In CTM's reporting section, you can create custom reports. Custom Reports allows you to craft personalized reports, modeled after our Overview report. Essentially, you'll produce a dashboard composed of various cards that encapsulate detailed topic reports in a summarized manner. Once created, these custom reports can be scheduled, shared, and exported for convenient access and collaboration.
- To start a custom report, navigate to Reports > Custom Reports, then click on New Report.
- Enter the report title.
- Check the Show in Reporting Menu checkbox if you want the report to show in the Custom Reports section of the left menu.
- Check if you want to Show Timeline or Show Call Log in your report, and click Continue.
- Next, fill out the General section
- Choose a Name
- Type
- Bar
- Pie
- Source
- Activities
- Agents
- Metric
- Average Duration
- Contacts
- Repeat Contacts
- Repeat vs New
- New Contacts
- New vs Repeat
- Dimensions - We recommend limiting this to one or two dimensions. No more than three dimensions are supported.
- Source
- Tracking Number
- Receiving Number
- Name
- Postal Code
- City
- State
- Country
- Tag
- Agent
- Status
- Report Tag
- Phone Type
- Carrier
- Landing Host
- Landing Path
- Referring Host
- Referrer Path
- SearchDevice
- Mobile
- Browser
- Ad Campaign
- Ad Group
- Ad Creative
- Ad Keyword
- Ad Network
- Ad Position
- Ad Format
- Form
- Activity Type
- Filters - control which calls are used by this graph. You must save the graph to access filters.
- Design - adjust the display of your graph
- Layout Width
- 1 Column
- 2 Column
- 3 Column
- Layout Width
- Click Save Graph.
- Once you save your custom report, you will be able to view your report.
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