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.

2. Select & View a Report

• Choose a report based on what you need to analyze.
• 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.

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.

Please contact our support team if you encounter any issues or questions.