- Login to your Wyred Insights Account: Start by signing in with your username and password.
- Navigate to the Reports Section: Once logged in, find the ‘Reports’ option in the left-hand side navigation menu and click on it. This will take you to the reports overview page.
- Select the Activity Breakdown Report: At the top of the reports page, there will be a dropdown menu labeled “Select Report”. Click on this menu and select “Activity Breakdown Report” from the list of available reports.
- Set the Date Range: Next to the ‘Select Report’ dropdown, you’ll find the ‘Date Range’ selector. Click on this and choose the start and end dates for the report. This will filter the report to only include activities within this specified timeframe.
- Select the User: In the ‘Users’ field, you can specify which user’s activities you want to report on. If you’re an admin or have the appropriate permissions, you can leave this as the default or choose a specific user from the dropdown.
- Get Results: After setting the report type, date range, and user, click the ‘Get Results’ button. This will run the report based on the parameters you’ve set.
- Review the Report: Below the report parameters, the results will be displayed under the ‘Results’ section. Here you will see the ‘Total Activities’ and a breakdown of activity types such as ‘Voicemail’, ‘Note’, and ‘Emails’, each with a count of occurrences.
- Export or Share the Report: If you need a hard copy or need to share the report, you have a couple of options:
- Export Page As PDF: Click this button to download the report as a PDF document.
- Copy Public URL: If you wish to share the report with others, click this button to copy a public URL that you can then paste into an email or other communication.
Adding New Communication Types
If you need to track additional activities in your reports, Wyred Insights allows you to add new communication types to your settings. See tutorial here.