The Interactions page is a report format that allows management to review statistics in the form of numerical data, from a general overall result for the entire work force, which may then be filtered further into individual groups, and each Sales Rep. It is available in a HTML or a CSV file format for custom date ranges selected by client users.
The User must first select the date range, which will produce a report of all interactions between the start and finish date as a group or campaign. Alternatively, a series of buttons are displayed below the date range fields as present time frames or shortcuts to the desired report.
Next, the User may refine the search by clicking on the green circle with the symbol to expand the data layout into the various groups, Sales Reps and days within the date range.
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