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Create a report

Overview of campaign and agent performance data in one place

Written by Line Jensen

Requires administrator rights.

In the Reports module, you'll find the raw numbers that serve as the basis for creating your KPIs (Key Performance Indicators), e.g., total number of calls, number of successes, hit rate, etc.
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Reports allow to generate detailed statistics and performance data from campaigns, agents, and call activities in Adversus. The function helps track results, analyze productivity, and export data for further evaluation or sharing.
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Reporting

  1. Go to Insights and choose Reports.

  2. You'll now meet an empty canvas just waiting for your KPIs and setup.
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  3. Now, let's begin. In Reports, there are different predefined KPIs, but it's also possible to create your very own KPIs from the KPI builder. If you have already created custom KPIs, they are visible in the Select KPI dropdown.

  4. When you have chosen the KPIs you want to show, go to Filters. From here, you can filter by different options. Let's walk through them:

    1. Table mode

      Here, you have the possibility to choose if you want to show your KPIs as columns or as rows.
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      Here's an example of KPI as columns where the report contains one KPI:

      And here's an example of KPI as rows where the report contains the exact same data:

    2. Group

      Choose how you want to group your data. The group you select will display as the rows in the table. Suppose you choose Users as the group, it would look like this:

    3. Subgroup

      Select a subgroup to add another layer to your data rows. E.g., if you choose Campaigns as the subgroup, you can expand each group and see a more detailed overview. Here, we've chosen Campaigns as the subgroup:

      If you don't want to subgroup all the groups in your report, it's also possible to subgroup each row individually by clicking the three dots next to the row and choosing the subgroup from there:
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    4. Filter by

      If you want to see data on specific campaigns, users, projects, etc., this is where you edit it. Maybe you'd only like to see data on active campaigns or specific users.

    5. Time interval

      Choose the timeframe you wanna display the data for.


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  5. Now, you can go to the Settings tab and input the name of the report. You can Toggle as private, if you'd like to avoid anyone else seeing the report. You can also Toggle as favourite, if you want to list it under your favourites (for easy access).

  6. If you want to save the report for future use, you can click the Save report button in the top right corner.
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  7. Here, it's also possible to change the name and Toggle as private and/or favorite. Click Save report.


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  8. The report is now saved under the name you entered. Next time you access the reports module, you can go to the Reports tab and see the overview of your saved reports.

  9. If you want to download the report or set up an automated email, click Export. You can read more about setting up automated reports right here.
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Clone a report/widget

NB: This is a feature that can be added to your account - please contact support if you would like it added to your account.
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1. If you wish to clone your report, first choose one of your reports and then open the settings:
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2. After that, it is possible to clone it:


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While we are talking about being able to clone reports, you now also have the opportunity to Clone individual widgets within a dashboard.
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You can do this by clicking on the three dots on the widget you wish to clone and selecting Clone from the pop-up box.
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