This article provides the answers to common reporting questions, such as how to export, subscribe, unsubscribe and pull a report from a dashboard
- How do I export a report into an excel spreadsheet?
- How do I subscribe to a report?
- Is There a Limit to How Many Reports in AgentSync Manage I can Subscribe to at Once
- How Do I Unsubscribe from a Report? How Do I Pull a Report From a Dashboard?
Want to learn more about reporting in AgentSync? Check out our Reporting Course in AgentSync Academy!
How Do I Export a Report in AgentSync Manage to an Excel Spreadsheet?
Step 1: Make sure the report has first been saved (if you need to use it again).
Step 2: Once you have the report open that you want to export, click on the tiny arrow in the upper-right corner.
Step 3: Select Export on the menu.
Step 4: Select which view you would like to see the report.
AgentSync Tip: If you do not need to make any changes to your report after it is exported (like filtering the data and/or making pivot tables), you can select the Formatted Report option. If any edits need to be made to the report, you should select the Details Only option instead. This option only exports the detail rows but does allow for further calculations or it can be uploaded to other systems.
Step 6: Click on the blue Export button in the bottom-right corner.
Step 7: There may be a few seconds of delay as the report is exported and saved locally to your device.
Follow the interaction below to see the report exporting process in AgentSync in action!
AgentSync Tip: Having trouble locating the AgentSync report you just exported? The file will usually be named the actual name of the report itself and most computers and devices will place the file in the downloads folder by default. You can also do a search of the file on your device using the title of your report as your search parameters.
How Do I Subscribe to a Report in AgentSync Manage?
Let's say you want a specific report to be sent out on regular intervals and without having to manually send it out- saving you valuable time and frustration! Maybe you want to send out a report weekly and to 3 additional individuals in your organization. AgentSync does allow you to do this- just follow the steps and then follow the interactive guide below:
Step 1: Make sure the report has first been saved (if you need to access it again).
Step 2: Once you have the report open that you want to Subscribe to, click on the tiny arrow in the upper-right corner.
Step 3: Select Subscribe out of the menu.
Step 4: The Edit Subscription window will now be open.
Step 5: Choose your Settings, Recipients, & Conditions options.
Please Note: Skip steps 6-7 if you are not attaching a copy of the report with your subscription!
Step 6: If you want to attach a copy of the report to the subscription, click on the Attach File button in the Edit Subscription window.
Step 7: Click on the blue Save button in the bottom-right corner.
Step 8: Click on the blue Save button located in the bottom-right corner of the Edit Subscription box.
AgentSync Tip: If you do not want to attach your report to the subscription as a specific file format as described above, you can select the Details Only option instead. This option only attaches a report containing the detail rows but does allow for further calculations or it can be uploaded to other systems.
Follow the interaction below to see the report exporting process in AgentSync in action!
Is There a Limit to How Many Reports in AgentSync Manage I can Subscribe to at Once?
There is a limit to how many reports you can subscribe to in AgentSync. The subscription limit for reports is 7 subscriptions in total.
How Do I Unsubscribe from a Report?
If you need to unsubscribe from a report due to reaching the limit or having subscribed my mistake, please follow these next steps:
Step 1: Make sure the report has first been saved (if you need to access it again).
Step 2: Once you have the report open that you want to Subscribe to, click on the tiny arrow in the upper-right corner.
Step 3: Select Subscribe out of the menu.
Step 4: The Edit Subscription window will now be open.
Step 5: If you have already subscribed, you will have an Unsubscribe button the bottom left-hand corner.
Step 6: An alert box will pop open, stating: Are you sure you want to unsubscribe from this report?
Step 7: Click on the blue Unsubscribe button.
Follow the interaction below to see the report exporting process in AgentSync in action!
How Do I Pull a Report From a Dashboard?
Did you know that each component on a dashboard is linked to a report? To access the report from the dashboard, click the blue hyperlink on the bottom of the dashboard component (see below)
