In order to get group/agent wise reports:-
Step 1:
1. Please login into your Exotel account
2. On the left panel, under the ADMIN section, you will notice Reports tab
3. Please click on the "Reports" tab
4. Generate the report by choosing the options either “Call/SMS” depending upon your requirement
5. The report is generated as a CS
V file
6. Open the CSV file
7. In headers you will fill find the below options
Step 2:
1. You can now Select the data by performing “Ctrl+A” and choose insert on top of the CSV / Excel sheet,
2. Select Pivot table and click “ok”
3. You will now be redirected to the pivot table page “new sheet” and the above headers are populated in the pivot table fields, depending upon the necessity you can design & view the report
4. Ex: In this case, you would like to view reports for sales & Customer Support option – (The groups you have created in co-workers & groups)
5. Therefore return to the CSV/Excel, in the pivot table sheet, please select “Group name” from the Pivot table fields and drag-drop that in “Rows” & “Columns”
6. You will now the report in the below style
7. The above report indicates that Sales has received 703 calls and Support has received 5138 calls
8. Similarly if you would like to further refine the report on agent-based, please select “ToName” from the Pivot table fields and drag-drop that in “filters”. Thereby you can view the below report
If you have any questions or concerns, please connect with us using the chat widget on your Exotel Dashboard or Whatsapp us on 08088919888.