Standard Reports

Standard Reports provide pre-built reports for your CSRconnect data.

You can give a role access to specific standard reports, or you can allow access to all standard reports using the Can access All Reports permission.

Note: Standard reports are updated every four hours.

Build a Standard Report Export

From the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports.
Select your desired report.
Select Build Export.
Enter a Name.
Enter a Description of this report.
Select an Export Format (CSV or Excel).
Select a Date Range.

Tip: Setting a smaller date range and using filters will allow for a faster download.
Select any other filters or configuration options for your report.
Select Build. You can download your export when it finishes processing.

Standard Reports show a list of past exports.

Select Download to download an export.
Select Refresh to update a past export with the latest data.

Warning: If the report's configuration options have changed since an export was last built, you will have to review the parameters and make any new selections before you can refresh it.
Select View Filters to see any filters applied to this export.
Select Remove to delete this export.