All Reports Dashboard

1. Navigate to Reporting: On your primary navigation menu, locate the Reporting section.
2. Open Report Module: Click on Report (PC19). This will open the main reporting interface, which acts as a central hub for all platform data.

Selecting and Configuring Your Report

The reporting screen is designed to let you drill down into specific data sets.

1. Report Categories: You will see 3 different report sections, Management Reports, Customer Reports, and Agent Reports.

   

2. Choose Specific Report: Click on the specific title of the report you wish to run (e.g., "Activation Report ," "Active Customer With Plan ," or "Activity Report").
3. Define Parameters (Parameters may vary depending on specific report):
   • Date Range: Select the Start Date and End Date.
   • Filters: Depending on the report, you may filter by Agent, Status, Plan Type, or Region.

Generating and Exporting Data

Once your filters are set, you are ready to produce the report.

1. Run Query: Click the Search or Run Report button to populate the data grid.
2. Review Data: The system will generate a table. You can sort the columns by clicking on the headers (e.g., sorting by "Amount" or "Date").
3. Export Options:
   • Look for the export icons at the top-right of the results grid.
   • CSV/Excel: Best for deep-dive analysis in spreadsheet software.