Navigate Reports

Highlighted Reporting Functions:

Highlighted Reporting Functions

  1. EXPORT TO EXCEL - This button produces an Excel version of the report. It is formatted to look like the online report with each page break appearing on a different page. It can be sorted, filtered and manipulated in Excel. Excel versions sometimes do not look exactly the same as the printed versions. Depending on the report, the Excel output changes to better accommodate the Excel format.

  2. Page Navigation - This section displays the current page vs. the total number of pages. Navigate to a specific page by typing a number into the current page field and pressing Enter. The arrows can be used to navigate to the first, next, previous and/or last page.

  3. Search Functionality - Allows you to find data on any page in the report. The Next button jumps to the subsequent instance of the search criteria within the document.

  4. Export - The report can be exported into several formats. Sandata validates exports to CSV, PDF and Excel. The output format can vary slightly from the default report output.

    Reporting Export Options

  5. Refresh - Updates the displayed data with the current data that exists in the system.

  6. Grouping Tab - Displays at the top of most reports and indicates what information is being used to group results. When the group changes, the new group begins on the next page of the report.

    Report Grouping Tab

  7. Column Header - Clicking a column's header,when the arrows are present will sort the results in ascending/descending order based on that column's content.

    Example of Column Headers

  8. Report Legend page - The last page of reports displays general information pertaining to the report including icons used.

    Icon

    		 Text

    Client ID on call

    		Client ID on call
    Secondary Mutual Client Secondary Mutual Client
    Cluster Cluster
    Multiple clients with the same phone Multiple clients with the same phone
    Exported Exported
    Unmatched Client/Phone Unmatched Client/Phone
    Mobile Mobile
    The value has been changed The value has been changed
    Incomplete Call Incomplete Call
    FVV Call FVV Call
    FVV Parent FVV Parent
    FVV Attempt FVV Attempt
    Manual Call Manual Call
    Telephony Call Telephony Call
    Employee Voice Recording Employee Voice Recording
    Client Voice Recording Client Voice Recording
    Employee Speaker Verification - Pass Employee Speaker Verification - Pass
    Employee Speaker Verification - Fail Employee Speaker Verification - Fail
    Client Speaker Verification - Pass Client Speaker Verification - Pass
    Client Speaker Verification - Fail Client Speaker Verification - Fail