Run a standard report

Ready-made reports for service, email, chat, calls, sales and customers, including every report from MetriCRM 3.

For: Everyone with Reports access

Steps

Open Reports and select Report library.
On Standard reports, search by name or pick a module: Customer service, Email, Chat, Calls, Sales or Customers.
Select a report. It opens with its columns, filters, grouping and date range already set, and shows a summary and the first 100 records.
Change the date range or filters to look at a different period or team. Your changes apply only to this view.
To keep your changes, select Save a copy. To share the numbers, select Export.

Summary reports group records and total them (for example, cases per agent). Details reports list every record.
Every report counts only the records your own role lets you see.
Every MetriCRM 3 report is here, including Ticket, Email and Message Wrap Up and Category Product Details.

Still need help? Contact support