Generating Reports in HostedSuite
HostedSuite offers a wide variety of reports for call reporting, scheduling, billing, and more. These reports can be exported into PDF or XLSX formats.
Accessing Reports
You can access Reports from the Main Menu.
Report Generation
Running a report is simple. Follow these steps:
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Select the report from the list on the left.
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Specify the desired settings.
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Click on the button for the desired format (PDF or XLSX).
Below is a description of the available reports:
Phones
| Report Name | Description |
|---|---|
| Client Call Breakdown | Primary report for call tracking broken down by client. |
| Operator Statistics | Statistics comparing all operators who answered calls in the specified time frame. |
| Call Allowance Report | Calculates call allowance balances over the specified time frame. |
| Call Allowance Report by Day | Similar to the Call Allowance Report, but broken down day by day. |
| Call Allowance Report v1 | No longer used. |
| Call Notes Report | Simplified view of calls and their notes over a given time frame. |
| Center Call Breakdown Report | Breaks calls down by the center that answered. |
| Hourly Call Breakdown | Provides hourly call statistics over a given time range. |
| Monthly Call Breakdown | Similar to the Hourly Call Breakdown, but over a month. |
| Call Count by Screen Pop | Number of calls for each screen pop, used with clients having multiple incoming numbers to view traffic breakdown. |
| Call Transfer Report | Statistics on call transfers. |
Scheduling
| Report Name | Description |
|---|---|
| Scheduling History Report | Main report for scheduling, providing conference room utilization over the specified time frame. |
| Scheduling Billing Report | Comprehensive utilization and billing information for scheduling. |
| Day Sheet Report | Easy-to-print view of the specified day's room usage. |
| Utilization Report | Utilization percentages across all rooms for the specified date range. |
Billing
| Report Name | Description |
|---|---|
| Charge Summary Report | Primary report for generating billing information, reporting on all billables with allowances applied over the specified time range. |
| Manual Charges Report | Reports on ad-hoc charges over a time frame. |
Organization
| Report Name | Description |
|---|---|
| Client Report | Lists all clients and contacts in the database along with their main information. |
| Client Spreadsheet Report | Lists all clients and contacts in a spreadsheet format. |
| Custom Fields Report | Reports on all clients and their custom fields. |
| Screen Pops Report | Reports on all clients and their screen pops. |
| Completed Forms Report | Reports on all completed forms for the specified time frame. |