Standard Reports in BigContacts
Standard reports in BigContacts provide ready-made insights to help you track key business metrics without manual setup. These reports simplify data analysis, making it easier to monitor performance and trends.
Benefits
Faster Decision-Making: Access key data instantly instead of sorting through raw records.
Accurate Performance Tracking: Get structured reports with relevant filters applied, reducing manual errors.
Seamless Data Export: Download reports in PDF or Excel format for deeper analysis or sharing with your team.
Use Case
A customer support manager needs to track response times across different team members. Instead of manually filtering tickets, they open a Standard Support Report, which instantly displays resolution times. They export it to Excel, highlight outliers, and identify areas for improvement.
How to Use Standard Reports
1. Access Reports
- Click the Reports tab in BigContacts.
- Find the Standard Reports section.
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2. Select & View a Report
- Choose a report based on what you need to analyze (shown below).
- Review the results on your screen.
3. Export Your Report
- Click the Print button at the top right.
- Choose the appropriate system print option (Mac or Windows).
- Select Save as PDF and store the file on your device.
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4. Convert to Excel (Optional)
- Use a reliable PDF-to-Excel tool if you need spreadsheet data.
- Upload your PDF, convert it, and download the .xlsx file.
- Open it in Excel or Google Sheets to analyze trends or create custom charts.