Reports Tab: Basic Sub-Tab

The Basic Sub Tab

When clicking on the blue Reports tab, you'll find yourself taken directly to the Basic section.

Look familiar?

It's almost identical to the View section in layout and style, but with a few new reports to help you quickly access and analyze data for you and your team.

Reports Types
We've added more reports to the Basic Tab so you can

• Standard - These reports are the most basic and commonly run reports; and they'll still be the default report you land on when going to the Reports Tab.
  
• Advanced -  These reports allow you to specify which data to include in the report so your report reflects exactly what you're looking for. For example, if you want to see all producers who did not achieve 100 dials last week, this is the report for you!
• Bundled - New! -  This is a single report that groups 2 or more existing standard reports together for quicker and easier review of the reports you use the most! We've developed three pre-sets of bundled reports for you to select from, created based on the most frequently generated reports. 
• Comparison - This report enables producers to view your activity across two timeframes, side-by-side. Similarly, managers are able to compare their direct reports.
  
• Graphs - Updated! - The graph section of "Reports" lets you generate all the graphs used in eScoreBoard 3.0, but with updated images and graphics for a more dynamic view of your information. These graphs are created from skill ratios of your activity data in your account.
  
• Leaderboard - New! - For Managers, this report let's managers select a timeframe to display the top five performers in each category.
  
• Projections - This report allows you to generate a projection of possible future sales performance based on historical sales and goals. Once you generate a projection you will see two tables displayed:  1) projection of possible future commissions (or whichever goal your version of eScoreBoard is setup for) if future performance is the same as past performance, and 2) a projection if future performance is the same as goals

Next up: Usage Reports - so check back later this week!