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  1. StataPile
  2. My Reports

My Reports

Utilize My Reports to generate reports using all of the different features in the portal.

General

  • How do I classify users as "My Employees" so that I can take advantage of that filter on reports?
  • How do I filter by inbound vs. outbound activity?
  • How do I change the date range on my reports?

Saved Reports

  • How do I save a report?
  • Is it possible to export Saved Reports?

Scorecard Summary

  • How do I use the Score Card Summary report?
  • Where can I access Procedure Strengths and Procedure Weaknesses?

Scorecard Ranking

  • How do I use the Score Card Ranking report to see data by groups?
  • How do I use a Score Card Ranking report to see each employee?

Volume Trends

  • How do I use the Volume Trends report?

Activity Type Distribution

  • How do I create an Activity Type Distribution report?

Activity Type Trend

  • How do I create an Activity Trend report?

Time Heat Maps

  • How do I use the Time Heat Map report?
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