Generate and Download Reports

The Reports section allows users to generate and download reports based on selected criteria.

Follow these steps:

1. Click Reports in the left navigation menu.

2. Select the required From and To dates.

3. Choose a report type from the Select Report dropdown:

   • Call Audit (Summary)
   • Call Audit (Evaluations)
   • Call Audit (Full Report)
   • Score Card

4. Select the required LOB.

5. Click Generate to create the report.

6. Review the report details, including:

   • Report Name
   • Start–End Date
   • Requested At
   • LOB
   • Status
   • Action

7. When the status shows Ready to Download, click Download in the Action column.

8. Download the report in CSV (.csv) or Excel (.xlsx) format.